Anjali K

• Trade finance – Export bill lodgement, Reularisation Liquidation

• Clearing : Authorisation of clearing cheques, fund transfer, Clean, RTGS and NEFT

• Verification ,processing and call back of CMS instruments in cashin ops, Ecallback ,Bene and Tatkalsoftwares and fund release in both CMS and FC

• Account opening and Processing

• Disbursement of loans

• Despatch of customer documents

• Monitoring and maintenance of 5s

• Register updation, Vouching, Filing etc

Sales support- creation of Leads

• Arranging client meetings
• Telecalling and converting
• Arranging seminars, Conferences, Admission days
• Finding out sponsors and Plan presentations
• Maintaining proper contacts and updates with Head Office and senior officials

• Management of Meetings and Conferences
• Management of Communication devices
• Records Keeping
• Review and process Exam Application
• Management of Official and unofficial meetings & Conferences
• University Fee Calculation & DD preparation

• Accounting: GL Entries in Excel (Daily), Excel Entries posted in Google Drive
• GL Entries in Tally (Weekly) Inhouse Tally Entries
• Monthly Biometric Report, Retrieve forward for payroll processing
• PF Account Maintenance, Main PF remittance Challans
• Maintain Staff Leave Vacation
• Coordinate Final Settlement & Experience Letter

• Conducting Preparing and delivering regular lectures for students of Travel And Tourism
• Live Presentations Interview sessions
• Organizing Parents and teachers cell
• Coordinator of exam duty

• Process the investment request receives from US clients
• Advice on proper investment avenues for the US clients
• Creation and management of Accounts in different Channels for US clients
• Coordinate investment activities and creations of Reports in Macro
• Sending and receiving request from US officials
• Conduct quarterly and annually Performance Reports and send to US office