Vaishali Adison Machado
Virar
Summary
To achieve a lead position in the Banking & Insurance Sector using all my expertise in the field of finance and management.
Overview
9
9
years of professional experience
Work History
Manager (L3)
Kotak Mahindra Old Mutual Life Insurance
04.2017 - Current
- Daily, Weekly and Monthly basis MIS & Data Analysis to sales force. (MS access)
- Partner Development Reports.
- Mapping in Hierarchy of Sales Force in system on basis of Business Approval.
- Changes in Hierarchy update details send via Split mail to the Managers.
- Termination Process of Partners in month send to HR team.
- Promotion Updating of Partners in system send file to HR team.
- Calculating the salary of the Partner (sales force) on basis of their Attendance. (Monthly).
- Sending Performance letters to Partners as per policy. (Monthly)
- Updating the Distribution group (DL) mail IDs. (Addition & deletion of mail Ids from the different groups.)
- Floating SMS to Sales Team for their improvement.
- Query resolution for sales team on e-mails & Solve IT.
- Publishing zone wise average earnings.
- Publishing Key features of channel through Announcement.
- Filing the document and Proper maintenance of files.
- Ex-gratia to the partner's calculation.
- Vendor Invoice monthly payments.
Associate
Kotak Mahindra Old Mutual Life Insurance
04.2016 - 04.2017
- Company Overview: (Teamlease Payroll)
- Daily, Weekly and Monthly basis MIS & Data Analysis to sales force.
- Floating SMS to Sales Team for their improvement.
- Query resolution for sales team on e-mails and APC Assist
- Publishing zone wise average earnings.
- Publishing Key features of channel through Announcement.
- Filing the document and Proper maintenance of files.
- Agreement processing and Vendor Code creation.
- Promotion Announcement on monthly basis.
- (Teamlease Payroll)
Jr. Account Officer
Samuel Aaron Trading (India) Pvt Ltd.
- Working on Remote Desktop (In Navision) Break down entry for particular PO in Navision for Jewellery Invoice (All vendors).
- Handling Petty Cash and maintain Excel Sheet
- Details of Jewellery Invoice(Excel Sheet)
- Daily Consignment Report (Reporting to USA)
- Diamond Invoice Posting.
- UPS Tracking on weekly basis(Excel Sheet)
- Run Open PO report on Weekly as well as Monthly basis.
- Working on Receiving Report Weekly (Excel Sheet)
- Run Inventory Report Monthly(China Vendors)
- Running Consumption Report for Local Vendors Payments(15 Days
Education
MBA - Finance
D.Y. Patil
Pune03.2025
BBI -
M.L. Dahanukar College of Commerce
03.2013
HSC -
Bhavan's College of Commerce
02.2010
SSC -
ST. Thomas High School
03.2008
Skills
- Cash Receivable
- Invoice payment
- Salary calculation
- Team work
- MIS
- Excel
- Work management
- Communication
- Problem solving
Personal Information
- Date of Birth: 05/08/92
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Languages
- Marathi
- English
- Hindi
Place
Virar, Palghar
Any Other Certification
- Computer - MS-CIT
- Tally 0.9 Exam Passed
- Smart Professional Accountant Passed
Languages
English
Upper Intermediate
B2
Hindi
Advanced
C1
Marathi
Proficient
C2
Timeline
Manager (L3)
Kotak Mahindra Old Mutual Life Insurance
04.2017 - Current
Associate
Kotak Mahindra Old Mutual Life Insurance
04.2016 - 04.2017
Jr. Account Officer
Samuel Aaron Trading (India) Pvt Ltd.
MBA - Finance
D.Y. Patil
BBI -
M.L. Dahanukar College of Commerce
HSC -
Bhavan's College of Commerce
SSC -
ST. Thomas High School