Summary
Overview
Work History
Skills
E D U C A T I O N
I N T E R E S T S
L A N G U A G E S
A C C O M P L I S H M E N T S
Additional Information
E X P E R I E N C E
H E A D I N G
Timeline
Generic
Sujata Mahale

Sujata Mahale

Vasco da Gama

Summary

Resourceful and adaptable service Manager with over 10 years of experience in financial sectors with expertise in banking Operation, customer relationship management (CRM), and conflict resolution in banking sector.

Overview

10
10
years of professional experience

Work History

DEPUTY MANAGER

INDUSIND BANK LTD
MARGAO
06.2022 - 11.2022
  • Regular feedback surveys or customer satisfaction scores can measure the satisfaction levels of clients served by the Relationship Officer, reflecting their ability to meet customer expectations and needs
  • Facilitate effective communication between different departments, teams, and individuals, ensuring that information flows smoothly within the organization
  • Managed customer accounts, including opening, closing and overseeing all large transactions
  • Delivered exceptional customer experience by building relationships and helping consumer and small business customers succeed financially within a short span of time.

DEPUTY MANAGER

AXIS BANK LTD
VASCO
12.2021 - 04.2022
  • Handled customer Queries and provide solutions within TAT
  • Authorized various types of financial transactions, including deposits, withdrawals, fund transfers, and other customer requests, ensuring accuracy and adherence to established banking procedures
  • Manage account-related activities, such as opening and closing accounts, updating customer information, and resolving account-related queries or issues
  • Facilitate the clearing and settlement of checks, drafts, and other financial instruments, ensuring timely and accurate processing in accordance with regulatory requirements and industry standards.

TELLER

HDFC BANK LTD
Vasco
06.2017 - 11.2021
  • Processed various types of financial transactions, including deposits, withdrawals, fund transfers, FOREX transaction, and other customer requests, ensuring accuracy and adherence to established banking procedures
  • Manage account-related activities, such as opening and closing accounts, updating customer information, and resolving account-related queries or issues
  • Handled Audit and Prepare and maintain various operational reports, documents, and correspondence related to banking activities, ensuring accuracy, completeness, and timely submission as required
  • Contributed in the targets allotted by the bank
  • Identify opportunities for process improvement and operational efficiency, and actively participate in the implementation of new operational procedures, systems, and technologies to enhance overall banking operations.

ACCOUNTS ASSISTANT

PETAL INNOVATIVE MACHINES PVT LTD
Verna
09.2016 - 06.2017
  • Provide general administrative support to the finance department, including filing, data entry, and other clerical tasks necessary for the efficient functioning of the department
  • Keeping: Maintain accurate and up-to-date financial records, including accounts payable and receivable, general ledger entries, and other financial transactions, ensuring compliance with accounting standards and company policies
  • Assist in the processing and verification of invoices, purchase orders, and expense reports, ensuring that they are accurate, properly coded, and processed in a timely manner
  • Help manage and monitor employee expense claims, ensuring that they comply with company policies and procedures, and assisting in the reimbursement process
  • Reconcile bank statements and financial accounts, identifying discrepancies and ensuring that all financial transactions are recorded accurately and in a timely manner.

ACCOUNTS ASSISTANT

LOKMANYA MULTI-PURPOSE COOPERATIVE SOCIETY LTD
Verna
06.2015 - 09.2016
  • Cash transactions
  • Cashed customer cheques, including verifying identification and checking account balances in accordance with bank policy
  • Participated in formal and informal training to maintain up-to-date knowledge of banking technologies and laws
  • Assisted auditors in identifying information necessary to complete audit activities
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.

ACCOUNTS ASSISTANT

T R CONSTRUCTIONS
Panjim
07.2014 - 05.2015
  • Assist in tracking and recording project-related costs, including materials, labor, equipment, and other expenses, ensuring accurate and timely cost allocation for each construction project
  • Manage accounts payable by processing invoices, verifying purchase orders, and ensuring timely payment to vendors and suppliers
  • Manage accounts receivable by invoicing clients, tracking payments, and following up on outstanding balances
  • Support payroll processing activities, including maintaining employee payroll records, calculating wages, and ensuring compliance with labor regulations and company policies
  • Maintain organized and accurate financial records, including invoices, contracts, and other financial documents, ensuring easy access and retrieval for auditing and reporting purposes.

ACCOUNTS CUM AUDIT ASSISTANT

GEETALI TAULILICAR & CO
Ponda
04.2013 - 04.2015
  • Assist in maintaining financial records, including bookkeeping, preparing financial statements, and managing accounts payable and receivable for clients
  • Aid in the planning, execution, and documentation of audit procedures for clients, ensuring compliance with auditing standards and regulations
  • Interact with clients to gather necessary financial information, resolve queries, and provide support in addressing their accounting and auditing needs
  • Provide general administrative support to the CA's office, including scheduling appointments, managing correspondence, and maintaining client files and records.

Skills

  • Strong delegating ability to assign tasks and responsibilities effectively to individuals or teams based on their strengths, skills, and workload capacity Capable to impart knowledge, skills, and expertise to others in a structured and comprehensible manner Able to providing guidance and support, and assessing the progress and performance of new joiners to ensure that they acquire the necessary skills and knowledge

E D U C A T I O N

  • Master of Business Administration, General Management, Goa Institute of Management, Sanquelim, GA, Na
  • B.com, Govt College of Commerce, Margao, com, 2013
  • HSSC, Commerce, SHIRODA HIGHER SECONDARY SCHOOL, Shiroda, 2010
  • SSC, Shri Kamakshi High Scool, Shiroda, 2008

I N T E R E S T S

Playing outdoor Games Reading books Cooking Traveling

L A N G U A G E S

  • Fluent in speaking English
  • English
  • Hindi
  • Marathi
  • Konkani
  • Kannada

A C C O M P L I S H M E N T S

  • Recognised by management for preventing a fraud of high value amount and awarded eagle eye award.
  • Solely handle audit of Corporation Bank till report making.
  • Won Bronze medal at 54th National School Games in Baseball
  • Silver Medal at State level Baseball Tournament.

Additional Information

Achievements & Awards , Won SILVER medal in State level in BASEBALL BRONZE medal at 54th National School Games at Madhya Pradesh -2009 Participated in International spelling Bee Competition

E X P E R I E N C E

  • DEPUTY MANAGER, INDUSIND BANK LTD, MARGAO, 06/01/22, 11/01/22, Regular feedback surveys or customer satisfaction scores can measure the satisfaction levels of clients served by the Relationship Officer, reflecting their ability to meet customer expectations and needs. Facilitate effective communication between different departments, teams, and individuals, ensuring that information flows smoothly within the organization. Managed customer accounts, including opening, closing and overseeing all large transactions. Delivered exceptional customer experience by building relationships and helping consumer and small business customers succeed financially within a short span of time.
  • DEPUTY MANAGER, AXIS BANK LTD, VASCO, 12/01/21, 04/01/22, Handled customer Queries and provide solutions within TAT Authorized various types of financial transactions, including deposits, withdrawals, fund transfers, and other customer requests, ensuring accuracy and adherence to established banking procedures. Manage account-related activities, such as opening and closing accounts, updating customer information, and resolving account-related queries or issues. Facilitate the clearing and settlement of checks, drafts, and other financial instruments, ensuring timely and accurate processing in accordance with regulatory requirements and industry standards.
  • TELLER, HDFC BANK LTD, Vasco, 06/01/17, 11/01/21, Processed various types of financial transactions, including deposits, withdrawals, fund transfers, FOREX transaction, and other customer requests, ensuring accuracy and adherence to established banking procedures. Manage account-related activities, such as opening and closing accounts, updating customer information, and resolving account-related queries or issues. Handled Audit and Prepare and maintain various operational reports, documents, and correspondence related to banking activities, ensuring accuracy, completeness, and timely submission as required. Contributed in the targets allotted by the bank. Identify opportunities for process improvement and operational efficiency, and actively participate in the implementation of new operational procedures, systems, and technologies to enhance overall banking operations.
  • ACCOUNTS ASSISTANT, PETAL INNOVATIVE MACHINES PVT LTD, Verna, 09/01/16, 06/01/17, Provide general administrative support to the finance department, including filing, data entry, and other clerical tasks necessary for the efficient functioning of the department. Keeping: Maintain accurate and up-to-date financial records, including accounts payable and receivable, general ledger entries, and other financial transactions, ensuring compliance with accounting standards and company policies. Assist in the processing and verification of invoices, purchase orders, and expense reports, ensuring that they are accurate, properly coded, and processed in a timely manner. Help manage and monitor employee expense claims, ensuring that they comply with company policies and procedures, and assisting in the reimbursement process. Reconcile bank statements and financial accounts, identifying discrepancies and ensuring that all financial transactions are recorded accurately and in a timely manner.
  • ACCOUNTS ASSISTANT, LOKMANYA MULTI-PURPOSE COOPERATIVE SOCIETY LTD, Verna, 06/01/15, 09/01/16, Cash transactions Cashed customer cheques, including verifying identification and checking account balances in accordance with bank policy. Participated in formal and informal training to maintain up-to-date knowledge of banking technologies and laws. Assisted auditors in identifying information necessary to complete audit activities. Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • ACCOUNTS ASSISTANT, T R CONSTRUCTIONS, Panjim, 07/01/14, 05/01/15, Assist in tracking and recording project-related costs, including materials, labor, equipment, and other expenses, ensuring accurate and timely cost allocation for each construction project. Manage accounts payable by processing invoices, verifying purchase orders, and ensuring timely payment to vendors and suppliers. Manage accounts receivable by invoicing clients, tracking payments, and following up on outstanding balances. Support payroll processing activities, including maintaining employee payroll records, calculating wages, and ensuring compliance with labor regulations and company policies. Maintain organized and accurate financial records, including invoices, contracts, and other financial documents, ensuring easy access and retrieval for auditing and reporting purposes.
  • ACCOUNTS CUM AUDIT ASSISTANT, GEETALI TAULILICAR & CO, Ponda, 04/01/13, 04/01/15, Assist in maintaining financial records, including bookkeeping, preparing financial statements, and managing accounts payable and receivable for clients. Aid in the planning, execution, and documentation of audit procedures for clients, ensuring compliance with auditing standards and regulations. Interact with clients to gather necessary financial information, resolve queries, and provide support in addressing their accounting and auditing needs. Provide general administrative support to the CA's office, including scheduling appointments, managing correspondence, and maintaining client files and records.

H E A D I N G

SUJATA SAMEET MAHALE, VASCO DA GAMA, GOA, INDIA, 403802, 8550918715, mahalesujata92@gmail.com

Timeline

DEPUTY MANAGER

INDUSIND BANK LTD
06.2022 - 11.2022

DEPUTY MANAGER

AXIS BANK LTD
12.2021 - 04.2022

TELLER

HDFC BANK LTD
06.2017 - 11.2021

ACCOUNTS ASSISTANT

PETAL INNOVATIVE MACHINES PVT LTD
09.2016 - 06.2017

ACCOUNTS ASSISTANT

LOKMANYA MULTI-PURPOSE COOPERATIVE SOCIETY LTD
06.2015 - 09.2016

ACCOUNTS ASSISTANT

T R CONSTRUCTIONS
07.2014 - 05.2015

ACCOUNTS CUM AUDIT ASSISTANT

GEETALI TAULILICAR & CO
04.2013 - 04.2015
Sujata Mahale