To associate with a forward-looking organization that offers a challenging and a continuous learning environment to enable & broaden the scope of thought and achieve organizational goals. Successful Executive with over 11 years of demonstrated ability in delivering mission-critical results. Offering outstanding communication and cross-cultural team management skills. Entrepreneurial attitude for optimal profitability. Ambitious team leader adept at creating strategic alliances with organizational leaders and effectively aligning with and supporting key business initiatives.
Overview
13
13
years of professional experience
2
2
Languages
Work History
Executive
Purnartha Investment Advisors Pvt Ltd
11.2017 - Current
Company is into PMS & equity advisory services wherein job profile is client Inworld & Activation as per Process
Updating all client creation details under UCC Code and created PMS portfolio and Making stocks inward entries
Crosse checking receiving data from system all Renewal/ Performance/ Arrears /Penalty/Add Corpus Accounts invoices
Reconciliation for active Client & check data base as par daily received Fees and invoice
Making KYC registration If Mismatch Client details in CKYC Portal side and any Compliance issue contact to respect person given details & Hold, blocking cases as per SEBI Guidance
Receiving Fee confirmation from Account Team and Share activation details for respected person
Making daily MIS report and share to compliance officer & Accounts Team encase received invalid documents non-compliance/rejection Cases
Making renewal sheet and performance sheet and share accounts team
Updating all details in system and stocks inward entries.as per bhava copy send instauration to fund accountant
Continuous Co-ordination with entire operations team for maintaining client data accuracy
Maintaining 100% TAT and accuracy to deliver output in a timely manner
Rechecking daily Client invoice and client transaction with bank statement
Client Portfolio Validation and valuation as per agreement Copy
Fetch the Statements of Holding & Portfolio Transactions on daily Basis as per Client Requirement
Uploaded Client details in PMS master Portal on Daily basis and sending to authorized checker person for data validation.
Executive
HDFC BANK LTD
11.2014 - 03.2017
Customers KYC Documents Checking and Making Activation Application Account
Checking eligible Customer Bank Account and transactions for same account within TAT
All documents Upload in System and inform loan process team for disbursement
All details send to senior officer for verification purpose for eligible
Verification team send me report Multiple levels of CPV and TVR feedback account activation
Immediately feedback to Credit Supervisors in case non-compliance/rejection
Monthly MIS report forward to FW Sales Team
Customer loan details send disbursement team and close case same day and send daily MIS to reporting Manager.
Sr Commercial Executive
Nielsen India Pvt. Ltd
04.2013 - 10.2014
Verifying independently the quality of data provided by interviewers/ supervisors
Depending on the evaluation of the observation, follow up action, may be: Additional accompaniment & Observation
If data is significantly lower or higher, check the profile of respondents being interviewed to ascertain if difference from norm is acceptable
Multiple levels of QC feedback to Field Work
Immediately feedback to Supervisors/Interviewers - upon detecting non-compliance/rejection
QC report to be shared weekly with FW supervisors (copy FW manager)
Weekly review of action plan with FW Supervisor
Monthly report to FW management.
Sr. Executive
EXL Service.com (I) Pvt. Ltd
03.2012 - 03.2013
Monthly Reports Handling MRS, Defect, Analysis
Handling transport daily Activity MIS reports
Check the sheet, kilometer’s and do the feeding and make the Billing Data
Bill reconciliation & compliance maintaining as per RTO guidance
Handling Billing issues & problems invoice issues and Manage accounting
Tracking vendor Billing Invoice with log sheet reports send to accounts team making billing invoice
Sr. Billing Executive
Traveltime Car Rental Pvt. Ltd
01.2009 - 02.2012
Accounting all Billing & Payment in System
Bill reconciliation and Monthly Billing Reports & MIS
Daily Tracking Commercials Purchase Order & Payment cycle on vendor
Check Purchas order as per given rates and make the bill on Tally ERP System fortnight and Monthly