Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Manoj Kumar

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 - 2020.04

Skills

Financial Planning

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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 - 2020.04

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Manoj KumarSelect Relationship Manager