Neelima Karde

• Finance:
• - Financial Record-Keeping, Budgeting and Forecasting, Expense Tracking
• - Financial Reporting
• - Tax Compliance, Client Billing
• - Payroll Management, Vendor Management
• - Compliance and Audit
• HR & Admin:
• - Recruitment and Staffing, HR Policies and Procedures
• - Meeting Support
• - General Administrative Support
• Legal:
• - Document Management, Reviewing & ROC Compliance
• - Recordkeeping
• - Due Diligence, Legal Support
• - Secretarial Audits

Managing CEO’s personal accounts, including banking, record-keeping, expense management, bill payments, tax compliance, and travel arrangements, while maintaining strict confidentiality.

• TDS & GST Workings and return Filings of 9 entities
• Book keeping of Financial records
• Audit – Working on trial balances
• Bank reconciliation
• Tax compliances such as working on queries related to TDS returns
• Accounts Payable & Receivables
• Conducted thorough account reconciliations, promptly resolving any discrepancies or irregularities identified during the process.

• Documentation - Pre-checking of documents before sending to the vendor for logins & filing documents related property.
• Analysis of financial statement – ITR’s & financials of developers to be checked & filled in the financial statement formats.
• Project report – Includes summary of the project in detail, Area statement details as per sanction plan, Profitability statements, sales report, free cash flow statement & basic details about the project.
• Project presentation – Basic requirement details to be mentioned in presentation.
• Co-ordination with clients for data.

Additional Activities:

• Working as RERA Advisor for Registration of the projects.
• RERA registrations of projects – Details of projects to be filled online on MAHARERA website.
• Land Deals - For purchase & sales requirements given from customers.
• Area survey – Need to be done for purchaser’s requirements to know social infrastructure & basic details of the area.
• Website handling – handling website of @theposiview.in includes news related to Real Estate, Development Plans, Metro Work, Roads & bridges developments done or to be done by PMC & PCMC.
• Economic profiles of various states – Includes various states economic growth information such as Demographics, Major industries of state, Major industrial sectors, Infrastructure of state, Banking sectors etc.

To function as a link between credit sales & operations departments. Job responsibilities included initial scrutiny of various types of loans viz. loan against property, personal loan, gold loan & business loan.

The daily activities included:

• pre-checking application forms & documents before sending to the vendor for logins & for disbursements.
• Checking of IT Returns of customers for eligibility of the loan amount should be given to the customer.
• Preparing CAM which includes all the details of bank accounts of the customer or a company.
• FI initiation & sending files for RIC report.
• Files log in to disbursement all process should be done through co-ordinator. Updating the status of files to the sales & credit team.