POONAM SARVANKAR
Mumbai
Summary
Multi-talented consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity. Senior and outstanding performer in customer service and leadership within Industry. Proven success in leadership, operational excellence and organizational development with keen understanding of elements of GOLD LOAN business. Recognized for inspiring management team members to excel and encouraging creative work environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Officer (ASSISTANT MANAGER)
IIFL FINANCE LTD
09.2021 - 02.2024
- Teller: Receiving and paying out money, accurately keeps records of money and negotiable instruments involved in transactions and meet the needs of the customers by providing quality service
- Gold Loan: Explicate Gold loan to the customers
- Adhering to the key norms and conducting document verification
- Checking purity of gold by using various tests
- Preparation of daily report
- Handling daily transactions related to Gold Loans and daily vouching
- Customer handling: Handling Customer transactions in relation to the gold loan like interest, part payment, part releases, etc
- Accounting: Bank Reconciliation, Preparation of Audit Compliance, Preparation of Cheques, Making payments to Vendors, Telephone bills, Electricity Bill etc
- Preparation of Vouchers, NEFT done to deposit customers on daily basis, Calculation of monthly deposit interest, Preparation of Accrued Interest Certificate, etc
- Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandings
- Initiated outbound administrative requests by phone and in writing to accomplish
CUSTOMER CARE OFFICER
MUTHOOT FINANCE LTD
08.2012 - 11.2019
- Help the BM in achieving the sales targets set for the Branch
- Providing information of scheme to the gold loan customers
- Checking Of gold Ornaments & confirm the valuation of gold
- Sanction the loan to the customer as per the policy and the value of gold
- Collecting proper documents from the customer and get the agreements signed as the policy
- Proper maintaining of Cash in Branch.(Disburse Cash & Collection Cash)
- Keep a through check on the security system of Branch
- Follow up of Matured Cases & ask the customer to get the case closed or renewed
- Handling Petty Expenses of the Branch & get claimed from HO & RO
- Maintaining & updating of marketing activity done in Branch
- Dealing with the customer for Gold Loan
- Maintaining & updating Cash Book, Collection Cash Book, and Cash Movements
- Handling Branch Accounts & maintaining all records of Transaction on daily basis
- Handling Branch Admin
- Maintaining & updating of all register on daily basis
- Updating of all Branch Reports to HO & RO before end of the day
CLERK
GOPINATH PATIL PARSIK JANATA SAHAKARI BANK LTD
08.2011 - 06.2012
- Company Overview: WORKING IN CO-OPERATIVE BANK
- Collecting proper documents from the customer for account opening
- Maintaining Reports of Inward & Outward Clearing of cheque
- Doing All Voucher Entries related to Accounts Dept
- Pay order, transfer of cheque, etc
- WORKING IN CO-OPERATIVE BANK
Education
Senior Secondary School Certificate (SSCE) - BACHELOR OF COMMERCE
S.H. Jondhale High School And Jr.college
DOMBIVLI, MAHARSHTRA06.2006
Bachelor Of Commerce - BANKING & INSURANCE
K.V. Pendharkar College Of Arts, Science And Commerce
DOBIVALI, MAHARSHTRA05.2010
First School Leaving Certificate (FSLC) - Primary Education
S H Jondhale High School
DOMBIVLI, MAHARSHTRA06.2004
Skills
- Performance monitoring
- Leadership
- Communication Skills
- Customer Service
- Effective Time Management
Certification
- Expert in Adv Excel with skills in power query, power pivot, and dashboards.
- Tally prime software accuracy in financial reporting and ability to manage accounting tasks efficiently.
- Power BI certifications, experience using the platform, relevant skills.
Hobbies and Interests
- Cooking
- Dancing
- Creative hobbies
- Volunteering
Personal Information
- Passport Number: W4845883
- Date of Birth: 19/11/1987
- Gender: Female
- Nationality: India
- Marital Status: Married
Timeline
Senior Officer (ASSISTANT MANAGER)
IIFL FINANCE LTD
09.2021 - 02.2024
CUSTOMER CARE OFFICER
MUTHOOT FINANCE LTD
08.2012 - 11.2019
CLERK
GOPINATH PATIL PARSIK JANATA SAHAKARI BANK LTD
08.2011 - 06.2012
Bachelor Of Commerce - BANKING & INSURANCE
K.V. Pendharkar College Of Arts, Science And Commerce
First School Leaving Certificate (FSLC) - Primary Education
S H Jondhale High School
Senior Secondary School Certificate (SSCE) - BACHELOR OF COMMERCE
S.H. Jondhale High School And Jr.college
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