Junior Executive
2021-03-10 - Presently working
Customer Service, Cash Management
➢ Loan Processing Operation, File Management
➢ Billing, Data Entry works and documentations
➢ Processing company receipts, invoices, and bills
➢ Processing daily client transactions, including deposits, money transfers, loan EMI payments etc
➢ Accurately maintained records of each transaction and ensured all documentation and paperwork was in
place and within compliance and balancing of the cash at the end of every day
➢ Cross selling various products like Fixed Deposit, Recurring Deposit, General Insurance, Life Insurance, Tyre
Loan, Fuel Loan and timely follow-up for Insurance renewals before the expiry date
➢ Handling customer queries and complaints and Daily correspondence via email and phone
➢ Maintain petty cash, cheque, financial stamp and financial documents to ensure they are under control and
be used in safe ways
➢ Assisting and coordinating with the sales team
➢ Correcting the discrepancies related issues
➢ Preparing reports to Branch Head
➢ Organizing staff meetings and updating calendars
➢ Keeping office supplies stocked and ordering supplies and keeping track of the usage
➢ Helping HR in conducting interviews
➢ Assisting and supporting the Branch management and assist in other works assigned by Manager
