Microsoft AX
MALLIKA KAMRA
Summary
Experienced banking professional with a strategic and customer-focused mindset. Skilled in relationship management, team leadership, and providing personalized financial solutions. Demonstrated ability to cultivate strong client relationships, maintain portfolio quality, and collaborate with cross-functional teams to exceed customer expectations. Proficient in analyzing market trends and understanding customer needs to deliver innovative, technology-driven solutions that enhance customer satisfaction and drive business growth.
Overview
3
3
years of professional experience
Work History
Deputy Manager (Trade Operations)
ICICI BANK LIMITED
12.2021 - Current
- Partnered with customers throughout their life-cycle, offering tailored products and services that met their financial needs
- Successfully Manage a team by delegating task related to process completion for various banking products.
- Developed and expanded the customer base through strategic onboarding initiatives.
- Delivered comprehensive 360-degree banking solutions to individual, professional, business.
- Collaborated with product specialist, subject matter experts, credit, service teams to craft customized financial solutions.
- Analyzed customer needs, market trends and forecasts to offer innovative, technology driven solutions
- Led process improvements to maximize customer satisfaction and operational efficiency.
Accounts Executive (Finance and Accounts )
Shree Sangam Realbuilds Private Limited
- Spearheaded the preparation of monthly and quarterly sales order,ensuring alignment with business objectives.
- Streamlined the issuance of Purchase Order and Performa invoices,enhancing procurement efficiency.
- Managed and posted diverse revenue entries, maintaining accurate financial records and ensuring compliance.
- Generated and reviewed sales invoices, optimizing the billing process.
- Ensured timely stock management to meet demand and minimize inventory costs.
- Cultivated strong client relationships, resulting in increased revenue and customer retention.
- Led the preparation of electronic and manual billing, including variance reports and billing trackers.
- Managed RTGS and NEFT payments, ensuring seamless financial transactions.
- Oversaw vendor payments for domestic and international suppliers, optimizing cash flow.
- Tracked and reconciled expenses, maintaining precise and up-to-date financial records.
Management Trainee (Finance and Accounts )
Dentsu Impact Private Limited
- Led the preparation of detailed estimates and quotations, delivering tailored solutions to clients.
- Monitored and tracked monthly open estimates, ensuring timely invoicing and revenue recognition.
- Supported management in month-end closing activities, including provisions and accruals entries, ensuring financial accuracy.
- Assisted in generating AR Aging Reports, providing critical insights into client payment behaviors.
- Managed the creation and maintenance of vendor data in AX, optimizing procurement processes.
- Accurately recorded expenses such as car hire, rent, travel, and employee reimbursements in AX.
- Ensured timely domestic and international vendor payments, enhancing supplier relationships.
- Streamlined the issuance of Purchase Orders and Proforma Invoices, improving operational efficiency.
Education
MBA (Finance and Marketing) -
Maharaja Agrasen Institute of Technology, Guru Gobind Singh Indraprastha University
BBA - undefined
Sri Guru Tegh Bahadur Institute of Management and Information Technology, Guru Gobind Singh Indraprastha University
XII (CBSE) - undefined
Kulachi Hansraj Model School, Delhi
X (CBSE) - undefined
Kulachi Hansraj Model School, Delhi
Skills
Accounts Payable
Invoice Processing
Accounts Receivable
Bank Reconciliation
Account Management
Cash Flow Management
CERTIFICATIONS
- Certification in Association of Mutual Funds in India, 2022 from NISM
- Certification in Advanced Excel 2013 from NIIT.
Software
Customer Relationship Management
Iview
Finnacle
Power BI
APPRENTICESHIP PROGRAMS
HDFC Bank (15th June 2016 to 5th August 2016)
Project Title -Comparative study on Performance of HDFC Mutual Fund
Analyze the daily reports, month-end financial reports.Helped in generating revenue from the given customer base.
LIFE INSURANCE CORPORATION OF INDIA (15th June 2014 to 30th July 2014)
Project Title- Comparative study of Life Insurance Corporation of India with other Private Companies
Helped in promotion and sale of insurance products and services
Timeline
Deputy Manager (Trade Operations)
ICICI BANK LIMITED
12.2021 - Current
Accounts Executive (Finance and Accounts )
Shree Sangam Realbuilds Private Limited
Management Trainee (Finance and Accounts )
Dentsu Impact Private Limited
MBA (Finance and Marketing) -
Maharaja Agrasen Institute of Technology, Guru Gobind Singh Indraprastha University
BBA - undefined
Sri Guru Tegh Bahadur Institute of Management and Information Technology, Guru Gobind Singh Indraprastha University
XII (CBSE) - undefined
Kulachi Hansraj Model School, Delhi
X (CBSE) - undefined
Kulachi Hansraj Model School, Delhi
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