POOJA NEGI

• Enhanced company cash flow with diligent accounts receivable management and timely collections.
• Prepared daily Postings and reconciliation of bank accounts and took corrective actions on deviations.
• Ensured compliance with all relevant regulations, maintaining accurate records of financial transactions and reporting requirements.
• Reduced financial risk, implementing robust internal audit procedures and controls.
• Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
• Collaborated with external auditors to ensure the timely and accurate completion of annual audits, minimizing potential risks and maintaining a strong reputation for financial integrity.
• Management of Chargeback & Refund Tracker
• Daily cash collection and Deposition in bank.
• Petty cash management
• Check out credit applications for new customers.
• Generate Financial Statements and Reports detailing account receivable status.
• Budgeting and Budget Tracking.
• Preparing Month End Reports , Accrual , P& L and MIS Management.
• Management of E-Invoicing
• Conducting the credit meeting with Management.
• Vendor Management
• Maintain key records like working files , Reports ,Excel , email for reference and audit purpose.

Responsibility includes Interacting with individuals and families to:

• Understand their protection and investment needs, Identify and recommend solutions that fits their requirements the best
• Offer the prospect or existing customer the complete range of products/Policies
• Help complete the procedure necessary for processing the purchase of the policy
• Keep in touch with customers to ensure that their policy service requests are managed properly
• Facilitate settlement of claims like Health claims and Death claims etc.
• Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
• Providing Advice and suggestions to customer like tax planning ,portfolio management , fund management , etc
• Handling customer grievances .
• Maintain key records like working files , Excel , email for reference and audit purpose.

• Co- ordinate and execute day to day financial transactions and activities ,such as Bank Deposits and Payments
• Processing all invoices and bills
• Responsible for vendor Receipts and payments.Record Account recievables and Account paybles
• Preparing Month End Reports
• Managing financial audits .
• Presenting daily financial report to the managing director.
• Maintain key records like working files , Excel , email for reference and audit purpose.