Pooja Mangesh Prabhu
Mumbai
Summary
Secure a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company.
Seasoned Assistant Manager with comprehensive knowledge in team leadership, project management, and operational procedures. Strong ability to lead diverse teams, handle multiple tasks simultaneously, and deliver high-quality customer service. Successful track record of improving efficiency, increasing productivity, and driving customer satisfaction in previous roles. Possess strong interpersonal skills, problem-solving abilities, and decision-making prowess that drive business success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assistant Manager
IDFC FIRST BANK
01.2022 - Current
- Process forms for account opening and close the service requests for Corporate Salary segment with 'First Time Right' (FTR) approach and keeping errors within acceptable norms
- Assisting in timely resolution of queries/discrepancies raised by stakeholders
- Aligning with the Channel Partners to highlight & resolve discrepancies, if any, at the earliest to ensure smooth client on boarding
- Ensuring adherence to banking regulations & policies pertaining to Anti Money Laundering (AML), Know Your Customer (KYC), Data & Information security etc
- Assist Acquisition Process Manager in spearheading initiative to reduce operational costs and drive strategies to increase profitability
- Being regularly updated on products, policy and competition
- Ensure compliance to internal guidelines and regulations
- Handling Insta kit and all kit related queries
- Process Physical AOF
- Check and process Salary upload file received from the Corporates
- Released daily MIS
- Handled escalation case of Accounts freeze, Merger-demerger of Accounts
Assistant Manager - Transaction & Client Servicing
KOTAK MAHINDRA BANK
12.2017 - 10.2018
- Dealing with customer transaction and handling customer queries
- Handling A/C opening with checking of KYC and AOF
- Handling customer A/C maintenance with change of A/C level and modification at the A/C level
- Managing Inward - Outward of cheques and ensuring prompt action and follow up the activities arising out of clearing
- Handling branch banking transactions, like: NEFT/ RTGS/TAX PAYMENT/BANK TRANSFER
- Handling cash counter transaction of deposit and withdrawals of cash
Accounts Executive
MILLENNIUM TOYOTA, ANDHERI (WEST)
06.2014 - 12.2017
- Company Overview: (ARPANNA MOTORS PVT LTD)
- Uploading data from CTDMS software to Tally ERP 9 software
- Debtors Reconciliation In Tally ERP 9
- Preparation of Outstanding Report on daily basis in Excel
- Preparing and maintaining Insurance claim report of vehicles in Excel
- Bank Reconciliation in Tally ERP 9
- Preparing and maintaining VAS Incentive Data on monthly basis in Excel
- Purchase and Expenses Bills, Journal, Receipt and Payment Voucher Entries in Tally ERP 9
- Vendor Bill Booking In Tally ERP 9
- Expenses and Utility bill booking and payment
- TKML purchase and FMSC expense bill booking
- Daily and weekly reporting to manager
- Maintaining petty cash expenses
- Daily basis follow ups with Debtors for outstanding payments
- (ARPANNA MOTORS PVT LTD)
Admin cum Accounts Executive
DSP AUTOMATIONS PVT LTD
09.2012 - 06.2014
- Handling Petty cash & Preparing cheques
- Daily Basis take follow up with Debtors
- Purchase & Expense Bills, Journal, Receipt and Payment Vouchers entries in Tally ERP 9
- Bank reconciliation in Tally ERP 9
- Maintain Outstanding in Excel of respective Parties
- Making Sales and Purchase Bills in Tally ERP 9
- Making DEBIT NOTE AND CREDIT NOTE
- Maintaining PASS BOOK as per BANK STATEMENTS
- Handling petty cash and preparing cheques
- Making salaries of Employees
Education
T.Y.B. Com -
M.V.L.U Collage
Mumbai06.2012
H.S.C -
Sheth Anandilal Podar Jr. Collage
Mumbai06.2009
S.S.C -
Parle Tilak Vidyalaya
Mumbai06.2007
Skills
- Team Player
- Honest
- Independent
- Dedicated
- Self-Motivated
- Hardworking
- Multitasking
- System Knowledge
- FINACLE
- DOTNET
- BEZ-ONE
- CTDMS
- Tally ERP -9
- CBS
- SAP S4HANA FICO
- Consulting
- Income Tax
- Advance Tax
- GST
- Payroll
- Auditing
Certification
- MS-CIT, 10/01/13
- English Typing 30 WPM
- Tally ERP 9
- Advance Excel
- Accounts and Taxation Course
Languages
- Marathi
- Hindi
- English
Hobbies and Interests
Listening Music
Disclaimer
I hereby declare that above furnished particulars are true to the best of my knowledge and belief.
Personal Information
- Date of Birth: 03/04/91
- Nationality: Indian
- Marital Status: Married
Place
Mumbai, India
Timeline
Assistant Manager
IDFC FIRST BANK
01.2022 - Current
Assistant Manager - Transaction & Client Servicing
KOTAK MAHINDRA BANK
12.2017 - 10.2018
Accounts Executive
MILLENNIUM TOYOTA, ANDHERI (WEST)
06.2014 - 12.2017
Admin cum Accounts Executive
DSP AUTOMATIONS PVT LTD
09.2012 - 06.2014
- MS-CIT, 10/01/13
- English Typing 30 WPM
- Tally ERP 9
- Advance Excel
- Accounts and Taxation Course
T.Y.B. Com -
M.V.L.U Collage
H.S.C -
Sheth Anandilal Podar Jr. Collage
S.S.C -
Parle Tilak Vidyalaya
Similar Profiles
AYUSHI BANSALAYUSHI BANSAL
Acquisition Manager at IDFC First BANK, IDFC BankAcquisition Manager at IDFC First BANK, IDFC Bank
Amarjit MaikapAmarjit Maikap
Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)
VISHAL A THAKARE VISHAL A THAKARE null
Senior Sales Officer at IDFC First Bank (IDFC FIRST BHARAT)Senior Sales Officer at IDFC First Bank (IDFC FIRST BHARAT)
Rajveer BhagatRajveer Bhagat
Wealth Relationship Manager at IDFC First BankWealth Relationship Manager at IDFC First Bank
Suraj SethSuraj Seth
Assistant Manager – Direct Tax at CBV & Associates LLPAssistant Manager – Direct Tax at CBV & Associates LLP