PRIYANKA HIWALE

Accounts Receivable

Organizational Structure

General Ledger Accounting

Financial Accounting Global Setting

Making Quotation: Preparing Metal Detector Quotation for client as per their given dimension of their products and sending them via mail and on WhatsApp.

Making Proforma Invoice: Preparing final P.I. as per Purchase order received from client on mail and whatsapp.

Making Challan: Creating Delivery Challan for machine or machine spare parts dispatchment process.

Making Machine Documents: Preparing Machine Documents which we used to send along with machines likes (Machine Manual, Calibration Certificate, MOC Certificate,Validation Report, etc.)
Payment & Servicing: Making Calls to existing and old clients for payment and help them with post sales service after purchasing metal detector in case for installation or machine repair.

Coordinating With Local Transport: Coordinating with transport companies like (VRL Logistic, TCI Express, TCI Freight etc.) for material pickup from our company & delivery tracking status at client location through mail and call.

Coordinating with Internal Team: Taking update from internal Production team regarding machine completion status and informing machine status to client through mail & calls.

Solving Client Problems: Resolving Client problem on calls and mails.

a)Worked for client DHFL Bank as a Representative (May 2016 to Aug 2017

Agent Code Creation: -
 To verify the documentation of Agents:- including KYC, Enrolment Form & other related documents & fill up the details in the software to generate code.
 Refiling Agent Documentation: - Arranging the documents in proper way.
 MIS Report: - To prepare MIS report in excel sheet and send to PAN India DHFL client at end of the day.
 Carton Updating: To make document cartons for storing DHFL documents in ware house and maintain details of client information in excel sheet and send to writer warehouse for storage.
b) Worked for Client Axis Bank as client coordinator & Writer Customer Team(September 2017 to May 2018):
 Designation: Client Coordinator for Axis Bank & Customer Service Representative for Writer Team.
 Generate Request Number: Create Request number of documents of Writer PAN India clients and send request number acknowledgement copy to clients.
 Client Coordination: To coordinate with Axis clients & other PAN India clients and share the detailed information for the same.
 Regular Follow up with Internal Teams &Clients: To coordinate with internal team with regards to documents of clients and share details of current status with clients.
 Resolving Client queries: - To solve the queries of client and coordinate with internal team for the same.