Deputy manager
Karvy Computershare Pvt Ltd
مجموع سنوات الخبرة :21 years, 10 أشهر
Job Responsibility
• Independently attending various statutory queries relating to / received from various authorities viz., SEBI, IT, RBI etc., queries with respect to legal documentation on Lien Marking requests
• Independently handling a team and ensuring end result on day to day basis that include various activities like:
• Bank Reconciliation, Dividend processing, Inter Registrar Switch Process, Unit Corpus Controls, Process Controls, Client/Customer Relationship Management, Team Management, Reconciliation, MIS Coordination, and Training
• Calculation and verification of Load, STT, TDS, Unit allocation etc, reconciliation of Unit Corpus, helping team members in smooth transaction processing
• Leading a team for ensuring daily end results in the areas of MIS, Processing, Funding, DTR etc,
New Initiatives Implemented/Achievements:
• Designed and played a key role in implementation of an automated report which is an automated reconciliation report carrying the details of the Transactions reported from all over India and the details of the Transactions processed at Head Office and keeps track of the missed transactions. Active member in Continuous Improvement Team in achieving/Optimizing the system utility in normal work process.
• Independently designed an automated mailing system that seeks the information of the daily activity of all members of the unit and automatically mails the details once furnished, and refreshes the entire page, disabling the edit facility of the members for future modifications.
• Taking training sessions on process controls
• Liaise with Government Agencies/Private Companies/House Owners in getting Right of Way permission for laying OFC, Installation of Roof Top Towers.
• Coordinate with all executives across the state on daily basis and obtain feedback on daily progress. Attend/Escalate any issues for immediate attention and early resolution.
CS
• Analyzing the Memorandum and Article of Association as per company’s stand
• Maintenance of all statutory Records and Registers as required under the provisions of Companies Act and other applicable laws.
• Preparing Notices, Director Report, Resolutions & minutes of AGM, EGM, BM and Committees Meeting, transfer and transmission of Shares.
• Work closely with Senior Executives and establish a communication strategy and ensure organizational objectives are communicated to all external and internal stake holders.
Legal
• Drafting and vetting of various agreements like Lease Agreements, Distributorship Agreements, Service Agreements, Leave and License Agreements, Non-disclosure Agreement, Supply agreements, Advertisements agreements, Manpower Contractor, General Purchase Agreements, Human Resource Consultancy Agreements, IT agreements, Service agreements, Transport Agreements, Travel & Tour agreements, etc.
• Drafting of other legal documents like POA, affidavits, Indemnity Bond, Letter of Authority, Renewal & Termination Letters etc.
• Compliances reporting under various laws like labour laws, Taxation laws from the respective departments.
Administrative and Human Resources
• Assist Executive Director in administrative operations, as well as planning and execution of all activities of the company and events (for 500-700 people), while helping to manage workflow. Coordinate meetings with department managers and collaborate with cross-functional teams to plan and execute special projects—monitor timelines and resources, negotiating contracts with and serving as a liaison to vendors. Prepare detailed annual expense forecasts, with a focus on controlling costs and adhering to budget
• Acquiring requisite talents with relevant domain knowledge in Executive and Managerial cadres as per plan
• Taking care of statutory compliances like PF, ESI etc.
• Plan, edit and write content for internal magazine, draft messages from senior executives for presentation to employees
New Initiatives Implemented/Achievements:
• Introduced HR Initiatives to improve Employee engagement levels and SOPs
• Putting in place a framework for workmen classification and gradation
• Planning, designing and implementing an overall risk management process for the organization; risk assessment, which involves analyzing risks as well as identifying, describing and estimating the risks affecting the business; risk evaluation, which involves comparing estimated risks with criteria established by the organization such as costs, legal requirements and environmental factors, and evaluating the organization’s previous handling of risks; carrying out processes such as purchasing insurance, implementing health and safety measures and making business continuity plans to limit risks and prepare for if things go wrong; conducting audits of policy and compliance to standards, including liaison with internal and external auditors; providing support, education and training to staff to build risk awareness within the organization; Developing designing and implementing skill development programs to create a talent pool of skilled work force.
Job Profile:
1. Analysis of financial statement of various clients interested to diversify into Wind Power Generation Business.
2. Attend to the queries, if any, from the prospective client side and resolve such queries which are raised in relation to the financial aspects.
3. Facilitating for financial tie up with different banks/Financial Institutions by acting as an interface between the client and the bank, ensure that the client meets the bankers’ requirements by helping the client in preparation of DPR, CMA and attend various queries of the banker.
4. Coordinate with both the clients and the Banks to ensure positive end results and suitably follow up to recover the amount due from the customers.
5. Introducing the company to new bankers and establish new bank relations
Achievements:
Started the new concept of Increasing the existing bankers list by identifying such banks / Financial Institutions who are not familiar to the product or the concept of the company
Increased the banking network at Hyderabad by introducing the Company to new banks / Financial Institutions
New banks like Tata Capital, Bank of Maharashtra, City Union Bank Ltd, Vijaya Bank, Punjab and Sind bank, State Bank of Mauritius etc were approached, and successfully convinced the bankers to extend finance to our prospective clients. Banks / Institutions like Tata Capital Ltd etc have become our new lenders and extended financial assistance to our customers
Maintained excellent relations with existing customers and bankers and attached top priority to the query resolutions that helped in increasing the word of mouth publicity to the company
Used my diverse exposure in Mortgage Industry and legal and technical knowledge to help solve documentation related queries of the customers
Work Description:
Working for the TATA Mutual Fund division, and taking care of the Unit capital controls, client coordination, ensuring the SLA’s are met and the Service Deliverable Standards are met as per the SLA’s.
Actively involved in the transition of schemes from other Registrar.
Also worked for the funding division of the Principal Mutual Funds and handled works related to quality checking, funding, coordinating with various departments to ensure the smooth flow of Service Standards, and related works.
Work Description:
Business Development:
Organisation of seminars and implementation of various strategies for ensuring the success of the seminars. Increasing the customer base by identifying new clientele.
Assessing the eligibility at the point of contact and ensuring the end results. Pre-sanction follow up and risk analysis.
Coordinate with the marketing executives to ensure that the set sales targets are achieved.
Processing:
Evaluating the applications, credit interviews, risk analysis, pre sanction inquiries etc.
Documentation:
Checking and verifying the documents submitted, ensuring that all the necessary documents are executed as per the stipulated regulations, before disbursements, pre-sanction follow-up.
Recovery:
Follow up with the existing customers and ensure prompt and regular repayments.
Work Description:
RESPONSIBILITIES:
Take the lead role in selling Housing Finance products/services to prospective customers/organizations within an assigned geographical region.
Responsibility for the sales process from initial point of contact (lead generation), presentations, proposals, through contract negotiations and execution and Recovery of the payments. Meet/exceed minimum quarterly and annual sales objectives.
Work closely with the operational teams, utilize relationships to ensure that product implementation schedules are met and facilitate strategic partners' resources to assist in the product promotion.
Critical analysis of the applications, risk assessment, ensuring proper utilization of funds. Evolving strategies for meeting the targets keeping in view of the changing market trends.
Interpretation of the existing data for analysis and future plans for achieving the set targets.
Accounting, verification of daily vouchers, various books of accounts etc. Interpretation of available data for helping higher ups in formulating new strategies for business development.
ACHEIVEMENTS:
Took over the charge of the branch in June 2002. Achieved the set targets and increased the business by more than 6 crores in one year. Maintained good recovery position for the branch by adopting suitable strategies.
Work Description:
DEPOSITS:
Canvassing of new deposits, contacting new customers/Organisation for fresh deposits.
ADVANCES:
Acceptance of applications, evaluation, documentation, recovery, marketing of new advances, contacting existing customers and generating leads.
ACCOUNTS:
Maintaining the complete data relating to Deposits, Advances. Preparation of various reports on daily, weekly and monthly basis. Generating various reports for helping the higher ups for proper interpretation of the existing business portfolio and for future planning. Interest calculations, helping higher ups in analysis and interpretation of data etc.
Masters Degree in Commerce with specialisation in Banking and Insurance Management
Bachelors Degree in Commerce