Aayushi Avinash Bhakte

· Execution of SMS campaigns region wise and TOP –UP, WINBACK, Branch opening

· Maintain SMS Campaign sheet month-wise with the delivery & Click reports.

· Maintaining SMS/Emailers conversion report on monthly basis

· Keep Track of DLT portal content & after approved in DLT to be translate Language wise SMS of Top-up & Winback even cross sell, PL & BL Qualified content.

· Making provision on monthly basis for each IIFL Group (Finance, 5paise, Foundation & Securities)

· Maintaining and executing expenses claims

· Ensure to get proper & correct documents for payment & new vendor empanelment.

· Resolve the hold claims within the TAT limit.

· Uploading bills on system and tracking the overall entities bills

· Share payment advice to vendors & negotiation of payments.

· Recording, Coordinating & Analyzing data of all entities.

· Work cross functionally with creative & design service

· Onboard new vendors regarding vendor registration & payment process

· Weekly mail of claims status to all Reginal Marketing Officers, Zonal, Heads & stakeholders.

· Reconcile invoices & consumption reports with campaign performances

· Managing & executing TV, Print, SMS/Emailers campaigns reports, planning appropriate channels.

· Bank Reconciliation, with vendor ledgers

· Purchase & Sale entries in Tally

· Updating stock details, receipt & payment entries in diary on daily basis

· Follow up for outstanding payment and TDS certificate

· Maintaining attendance sheet & petty cash book

· Mail account statement to parties month wise.

· Follow up for Payments, C-forms

· Monthly working on commissions of all state

· Attending queries of parties

· Coordinate with parties for their query

· Daily updating bank statements in outstanding sheet & in Tally

· Daily updating Sale Qty & Sale Amt in o/s Sheet

· Maintaining record of files & cases

· Bill approvals in SEBI Portal

· Filling of cases

· Daily MIS

· Making monthly salary sheets

· Maintaining of Bank details

· Maintain the stock details of medicines

· Handling Petty cash, attendance registers

· Follow up for payments and maintaining daily reports on excel

· Mail the courier details to respective customers