Joginder Kumar

• key role overseeing both the financial operations and strategic planning for a team within the electric vehicle (EV) sector. Managing a team of six executives and handling crucial financial aspects like sales invoices, payment receipts, and account reconciliations is a significant responsibility.

· overseeing a team that manages over ₹120 crores in sales per month is no small feat! It must require a lot of coordination, attention to detail, and strong leadership to keep everything running smoothly. Managing a team that’s handling such a high volume of sales and financial operations definitely demands a strategic approach.

Final Accounting & Budgeting Team

Roles & Responsibilities

• Managing abeam of 10 which includes 4 Senior executive and 6 executives.

• Liaison with Administrative Offices for reporting and arranging meeting for preparation of proposals with insurance of norms for onward submission to Administrative

• Handled various assignments for Large Corporate as well as MSME accounts for its all financial needs interms of fresh proposal/ renewal as well as enhancement of insurance premium.

• Approaching to the customers to understand business model, financial strength etc and propose thesuitable products.

• Doing Risk Rating on the basis of financials.

· Support the financial close process by preparing and organizing financial data, working with cross-functional teams to meet reporting deadlines.

· Ensure compliance with financial regulations and internal controls, collaborating with auditors and management.

· Keep accurate records and documentation of financial transactions, reconciliations, and procedures.

· Collaborate with various departments to provide financial information and address inquiries.

• Relationship Management
• Sales & Marketing
• Financial Products (Banking & Insurance)
• Cross-Selling
• Customer Relationship Management (CRM)
• Relationship Management: Building and maintaining strong relationships with bank branch managers, sales teams, and key decision-makers.
• Sales & Business Development: Identifying and pursuing cross-sell opportunities, managing sales targets, and achieving revenue goals.
• Product Knowledge: Demonstrating a thorough understanding of bancassurance products and services, including banking and insurance.
• Client Needs Analysis: Understanding customer needs and providing tailored financial solutions.
• Compliance: Adhering to all banking and insurance regulations.
• Identified and developed new business opportunities, including cross-sell of insurance products to bank customers.
• Provided expert advice and solutions to branch managers and sales teams, enhancing their ability to promote bancassurance products.
• Managed a portfolio of accounts, ensuring compliance with all relevant banking and insurance regulations.
• Successfully implemented a new training program for bank staff, resulting in improved sales performance.

• Job responsibility includes handling and managing loan portfolio which includes working capital assessment, project financing, documentary credit, mortgaged based products, trade finance etc.

• Provide assistance in preparation of direct as well as indirect tax returns like GST and service tax

• Handle critical areas like purchases, sales, inventory, payroll and claims settlement as per the marketingpolicy of the Company etc.

• Client reporting and directly dealing with the Auditors on audit queries.

• Providing various MIS to the client on a weekly basis.

• Preparation of Process Map, SOP and Dashboard reporting.

• Payroll Accounting - Roles & Responsibilities
• Month End Reporting to Management
• Approving the calculation of Salaries across all the pace setter division in Delhi/NCR.
• Making decision on Payroll taxes, verify the calculation around the taxes to be paid to tax authorities.
• Single Point of Contact for all the departments, payroll related; add vendors and queries (inward and outward) across all the divisions.
• Obtain approval from Business heads around the calculation around employer paid benefits.
• Approving the correction Journal Entries prepared by the agents on the daily basis and upload the same in ORACLE.
• Reconciliation of Balance sheet (Bank, Receivable, and Payroll accounts).
• Reporting and Team management: -
• Managing team size of 10 team members, with 7 process associate and 3 Senior Associate.
• Preparation of various MIS.
• Reports of Reconciliation Submission on month ends to client and Management.
• Transaction Fees charged by Schemes during the Settlement of funds.

Month End Reporting to Management

• Approving the calculation of Salaries across all the pace setter division in Delhi/NCR

• Making decision on Payroll taxes, verify the calculation around the taxes to be paid to tax authorities.

• Single Point of Contact for all the departments, payroll related; add vendors and queries (inward and outward) across all the divisions

• Obtain approval from Business heads around the calculation around employer paid benefits.

• Approving the correction Journal Entries prepared by the agents on the daily basis and upload the same in ORACLE.

• Reconciliation of Balance sheet (Bank, Receivable, and Payroll accounts).

Reporting and Team management: -

• Managing team size of 10 team members, with 7 process associate and 3 Senior Associate