KIRTI MAHAJAN
New Delhi
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of professional experience
Work History
Finance Executive
Zedplus Accounting and Finance
05.2022 - 11.2022
- Discussing the financial needs of clients in Australia and understanding their financial positions.
- Lodging home loan applications with various lenders according to their policies. Maintaining client data records in the CRM.
- Calling banks to obtain current details and tracking the status of loan applications.
- Verifying financial documents to ensure the documentary evidence supports the financial information provided by the clients.
- Conducting various financial analyses and offering consultancy to Australian clients to assist them with their financial needs. Preparing business activity statements.
- Reviewed customer applications for completeness and accuracy.
- Performed data entry tasks to update customer records in the system accurately.
Process Coordinator
Prayag Polymers
02.2021 - 04.2022
- Update production and breakdown reports.
- Facilitate coordination among production, maintenance, and purchasing departments.
- Liaise with vendors for quotations and prepare purchase orders accordingly.
Record various data to generate meaningful information as needed by management. - Ensure timely updates of data sheets as required by management.
Collaborate with the store department for inventory management and prompt restocking of necessary goods. - Monitor and verify the accuracy of the inventory sheet.
- Ensured that all documents related to process are up-to-date according to company guidelines.
- Prepared purchase orders based on approved requisitions.
Value Banker
ICICI Bank
10.2018 - 04.2019
- Delivered high-quality customer service in alignment with SLAs, ensuring customer satisfaction
- Enhanced revenue through successful cross-selling and upselling of products, resulting in increase in sales
- Oversaw both cash and non-cash transactions, maintaining accuracy and compliance with financial regulations
- Proactively addressed and resolved customer grievances in a timely and satisfactory manner, fostering positive customer relationships
- Amplified lead generation for the company's financial products, contributing to increase in new leads
- Managed cash control on the register, ensuring precision, and verified amounts to guarantee correctness
- Executed accurate and efficient changes in account details, ensuring data integrity.
Education
B.Com - Commerce -
Vivekananda College, Delhi
01.2017
12th -
CBSE , English
01.2014
10th -
CBSE , English
01.2012
Skills
- Financial Analysis
- Team Collaboration
- Account Servicing
- Loan Processing
- Tax Preparation
- PO Making
- Data Representation
- Customer Service
- MS Excel
- Relationship Building
- Cross-Selling and Upselling
- Banking
- Transaction Processing
- Cash Handling
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Timeline
Finance Executive
Zedplus Accounting and Finance
05.2022 - 11.2022
Process Coordinator
Prayag Polymers
02.2021 - 04.2022
Value Banker
ICICI Bank
10.2018 - 04.2019
B.Com - Commerce -
Vivekananda College, Delhi
12th -
CBSE , English
10th -
CBSE , English
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