Manisha Darak

• Created customer support strategies that boosted customer retention rates.
• Coached team members on exemplary customer service practices, leading to improved performance levels.
• Resolved escalated client issues effectively, maintaining company reputation and trust.
• Nurtured strong client relationships, promoting loyalty and new business opportunities.
• Managed client interactions, delivering tailored financial solutions to maximize satisfaction.
• Streamlined workflows in loan processing, achieving greater efficiency and compliance with regulations.
• Analyzed financial documents for effective credit assessments and risk management strategies.
• Collaborated across teams to enhance service delivery and operational performance.

• LOANS & ADVANCES
• Analyzing the documents submitted by the applicants and explaining the procedure for different categories.
• Preparing the Branch process note and forwarding to Head Office for further steps.
• Preparing Documentation of Loan sanctioned for the respective applicant and releasing the loan once the permission is approved.
• Also been part of clearing section.
• PASSING-CASA
• Opening of the accounts by verifying the KYC.
• Passing RTGS & NEFT transactions.
• Educating customers about digital banking by helping them how to use internet banking.
• Assisted newly trained associates in understanding the process.
• Maintained stringent time lines for completing the loan process.
• Contributed in completing Branch Targets on time for Bank Business Growth.

• Managed day-to-day operations for Balaji Fertilizers, ensuring compliance with financial regulations.
• Supervised financial reporting and analysis, enhancing accuracy and efficiency.
• Developed and implemented process improvements to optimize workflow and reduce costs.
• Coordinated team activities, fostering collaboration and driving performance.
• Trained staff on financial systems and customer service best practices.
• Generated monthly and quarterly financial statements for executive review.
• Managed banking reconciliations and monthly balance sheet statements.

Supervised financial reporting and analysis, ensuring accuracy and efficiency.

• Generated monthly and quarterly financial statements for executive review.
• Collaborated with external partners to complete audits efficiently.
• Created journal entries accurately and timely for month-end close processes.
• Reviewed invoices for accuracy before payment processing to prevent errors.
• Updated accounts payable databases, implementing access controls for data protection.