Yashshreee Abhilash Bhoite

• Handling current accounts, saving accounts, fixed deposits, and recurring accounts.
• Answer phones, and greet clients warmly.
• Provide information for customers who have problems or questions.
• Ensuring compliance with KYC.
• Processed customer payments accurately and efficiently.
• Dealing with the queries of the customers.
• Verified fund availability prior to processing customer payments.
• NEFT, RTGS, internal bank transfer, pay order, demand draft.
• TDS, GST payment.
• Audit compliance reporting to the officer.
• Provided excellent customer service to ensure satisfaction.

Company Overview: Merged Sharada Bank with Cosmos Co-op Bank Ltd.(30 Oct2022)

• Handling current accounts, saving accounts, fixed deposits, and recurring accounts.
• Answer phones, and greet clients warmly.
• Provide information for customers who have problems or questions.
• Inward
• Outward
• Ensuring compliance with KYC.
• Checkbook punch.
• Dealing with the queries of the customers.
• Make payment to the bank customer after checking and validating the customer's signature on the check.
• Check the availability of funds before making payment to customer
• Assist in filing duties
• Daily basis checking mail and revert to customer
• NEFT, RTGS internal bank transfer, pay order demand draft
• TDS GST Payment
• Audit compliance reporting to officer

• Customer service provides for all corporate-related queries.
• Handling the query desk, service desk, etc.
• Bank statement, balance confirmation, and FD statement are provided to the customer.
• Cheque book request punching.
• Bank details and signature verification.
• Cheques-related query handling, customer handling, and maintaining MIS.

• Maintaining Daily MIS.
• Screening and Sampling.
• KYC Checks.
• Background verification.
• Finding Frauds.
• Employee Background Check.
• Asset Verification.
• Employment Check.
• Reference Checks.

• Worked experience for 6 months at a tax consultant.