Siddhi Pokale
Navi Mumbai
Summary
Secure a responsible career opportunity to utilise my skills
Name: Siddhi Pokale
Location: Nerul Navi Mumbai
Contact No: 7506605830
Email id: siddhipokale71@gmail.com
Total years of experience: 8
Overview
3
3
Languages
7
7
years of professional experience
Work History
Senior Financial Associate
WTW
Mumbai
08.2025 - Current
- Managed end-to-end accounts receivable process, ensuring timely invoice processing, accurate reconciliation, and comprehensive aging reports.
- Helped reduce outstanding receivables by 25% writing 6-7 months by optimising follow up procedures.
- Reached out to clients to collect payments for overdue accounts receivable by their due dates.
- Collaborated with internal teams to resolve payment discrepancies and client queries promptly, enhancing customer satisfaction.
- Contribution in monthly and quarter end closing activities for accurate financial reports.
- Recorded commissions for clients and policies in the system after reviewing documentation from insurance companies.
- Gained exposure to international accounting practicing systems such as EPIC
Virtual Relationship Manager
IDFC FIRST Bank
Thane
01.2024 - 08.2025
- Managed portfolio of retail banking clients, delivering personalized solutions for retail assets (home loans, personal loans), retail liabilities (savings accounts, fixed deposits), and credit card products, resulting in improved client satisfaction.
- Manage a portfolio of retail banking clients, providing personalized solutions for retail assets (home loans, personal loans), retail liabilities (savings accounts, fixed deposits), and credit card products.
- Resolved customer queries and complaints efficiently, utilizing CRM tools and banking software to maintain high satisfaction and retention rates.
- Conducted virtual financial advisory sessions to promote wealth management and investment products, increasing customer engagement and rapport.
- Collaborate with internal teams to streamline processes and ensure compliance with banking regulations and KYC norms.
Senior Customer Service Executive Officer
IDFC FIRST Bank
Navi Mumbai
04.2023 - 01.2024
- Processed banking transactions, including account openings, loan applications, and KYC verifications, ensuring accuracy and compliance to enhance customer trust.
- Supported branch operations by managing back-office tasks, coordinating with sales teams, and maintaining accurate customer records in SAP and CRM systems to streamline service delivery.
- Assisted customers with product inquiries, achieving timely resolution and maintaining high service standards to foster customer satisfaction.
Back Office Executive
Avenue Supermarket LTD. (D-Mart)
03.2020 - 03.2023
- Handled back-office operations, including goods receipt note (GRN) processing, inventory management, and data entry using SAP and Microsoft Excel.
- Ensured accurate documentation and reconciliation of supplier invoices, contributing to efficient store operations.
- Collaborated with cross-functional teams to maintain process accuracy and meet operational deadlines.
Education
Bachelor of Arts (BA) -
Ramnarain Ruia Autonomous College
Matunga, MaharashtraHSC -
D.G Ruparel College of Arts, Science & Commerce
SSC -
St. Augustine's High School
Navi Mumbai, MaharashtraSkills
- Banking Operations: Retail Assets, Retail Liabilities, Credit Cards, KYC Compliance
- Customer Service: 3 years of experience in client query resolution and relationship management
- Communication: Expert in English, Marathi, and Hindi
- Process Optimization: Inventory Management, Data Entry, Transaction Processing
- Proficient in CRM tools, including Salesforce, for customer relationship management and automated workflows
- Skilled in Core Banking System (CBS) for transaction processing and KYC compliance
- Knowledgeable in NPCI platforms (NACH, UPI) for efficient payment and mandate processing
- Experienced in Salesforce for loan origination and customer data management
- Adept in Digital Lending Management System (DLMS) for streamlined loan processing
- Proficient in Debt Collection Management System (DCMS) for automated debt recovery
- Familiar with PRIME for transaction processing and retail banking operations
- Skilled in SAP for transaction processing and data reconciliation
- Proficient in Microsoft Excel for data analysis and reporting
- Experienced in Microsoft Word for creating professional documents
Personal Information
- Date of Birth: 1998-07-06
- Availability: Anywhere
- Work Permit: Eligible to work in: India
Disclaimer
Declaration I hereby declare that all the information provided above is true to the best of my knowledge. Siddhi Pokale
Languages
English
Advanced
C1
Hindi
Advanced
C1
Marathi
Advanced
C1
Timeline
Senior Financial Associate
WTW
08.2025 - Current
Virtual Relationship Manager
IDFC FIRST Bank
01.2024 - 08.2025
Senior Customer Service Executive Officer
IDFC FIRST Bank
04.2023 - 01.2024
Back Office Executive
Avenue Supermarket LTD. (D-Mart)
03.2020 - 03.2023
Bachelor of Arts (BA) -
Ramnarain Ruia Autonomous College
HSC -
D.G Ruparel College of Arts, Science & Commerce
SSC -
St. Augustine's High School