Manoj Kumar
Select Relationship Manager
Summary
Seeking a challenging position and to learn all the needy-gritty of the area. My goal is to become associated with an organization, where I can utilize my skills and gain further experience while enhancing the company's productivity and reputation.
Overview
4
4
years of professional experience
4
4
Certifications
2
2
Languages
Work History
Select Relationship Manager
IndusInd Bank
12.2023 - Current
- Successfully opening of CASA accounts by ensuring compliance with AML (Anti-Money Laundering) and KYC (Know Your Customer) regulations
- Cross-selling diverse financial products, including Credit cards, Loans, fixed deposits (FD), and insurance
- Engaged in financial planning activities to assist clients in achieving their financial goals and optimizing their investment portfolios
- Provided consultation to the clients with comprehensive advice on tax-saving strategies and guided them towards invest in tax-efficient financial avenues.
Associate
I-PAC
08.2022 - 10.2023
- Provided consultation to political stakeholders, created detailed work plans, managed campaign budgets, and coordinated implementation with internal and external partners
- Managed invoice reconciliation, vendor statement reconciliation, documentation maintenance, and collection on past due invoices for each campaign
- Paying vendors by scheduling pay checks and ensuring payment is received for outstanding credit; generally responding to all vendor enquiries regarding finance.
Finance Executive
SGS India Pvt. Ltd.
01.2021 - 07.2022
- Monthly invoice data reconciliation report and assist in month end closing
- Reconcile vendor statements, research and correct discrepancies
- Maintain files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
- Collect on past due invoices
- Provide update on Key customer accounts to the management
- Ability to make good number of calls to the customers to understand the reason for delinquency and collect
- Resolve customer issues and disputes and Identify reason for short payments/deductions.
Finance Associate
Carrier Midea India
03.2020 - 12.2020
- Comply with financial policies and regulations.
- Handle monthly, quarterly, and annual closings.
- Keeping track of all payments, purchase orders, invoices, statements, etc.
- Paying vendors by scheduling pay checks and ensuring payment is received for outstanding credit.
- Reconcile accounts payable and receivable data
Education
MBA (Finance) -
IBS Pune
01.2018 - 04.2020
Skills
Financial Planning
Handling Client meetings
Taxation Knowledge
Compliance
MS Office
Advanced MS Excel
Certification
NISM Mutual Funds distributors
Timeline
Select Relationship Manager
IndusInd Bank
12.2023 - Current
Associate
I-PAC
08.2022 - 10.2023
Finance Executive
SGS India Pvt. Ltd.
01.2021 - 07.2022
Finance Associate
Carrier Midea India
03.2020 - 12.2020
MBA (Finance) -
IBS Pune
01.2018 - 04.2020