Financial Analyst
American Infosource Solutions pvt ltd
Total des années d'expérience :23 years, 8 Mois
* Responsible to work on assignments on US bankruptcy filed under Chapter 13/ Ch - 7/ Ch - 11/ Ch - 12, by customers of our precious clients.
* Responsible for Client communication and daily operating report of assigned client.
* Coordinating with local counsels and attorneys for legal activities for smooth functioning of process through litigation mailbox.
* Train new associates related to process along with company policies to perform the same. Also discover training needs and provide suggestions to supervisor.
* Handling, solving team member’s queries and requests appropriately.
* Drive process improvement initiatives that impact the function.
* Gain and update job knowledge to remain informed about novelty in the field.
Dealing in stock exchanges of existing clients. Acquisition of new clients. Maintaining client register, maintaining petty cash expenses on month on month basis. Looking after branch requirement of Account opening forms, DRFs, Deposit Slips. Collecting Client cheques and depositing the same in Bank. Maintaining branch code of conduct.
*Directing all operation aspects including distribution, customer service, human resources, administration and sales in accordance with company’s objectives.
* Providing training, coaching, development and motivation for company’s personnel.
* Developing forecasts, financial objectives and business plans.
* Maintaining a consistent track record of excellent client service delivery and operational performance in an increasingly complex, regulatory and operating environment.
* Assess local market conditions and identify current and prospective sales opportunities.
Meet goals and metrics.
* Manage budget and allocate funds appropriately.
* Responsible for achieving targets in various financial products with continued revised profit targets.
* Responsible for regularly minimizing Branch Expenses without influencing branch decorum as well as employee sentiment.
* Locate areas of improvement and propose corrective actions.
* Address customer and employee satisfaction issues promptly.
* Responsible for Branch Client Exposures in Compliance with company policy and as per PMLA (Prevention of Money Laundering Act, 2002) Policy.
* Adhere to high ethical standards and comply with all regulations/applicable laws.
* Share knowledge with other branches and head office on effective practises, competitive intelligence, business opportunities and needs.
* Analysis of feedbacks to & from Channel Partners and Direct Clients.
Main Responsibilities
To enter orders in SAP system for dispatch of Polypropylene.
Preparation of MIS reports, Invoices (Domestic and Export Orders).
Handling of customer’s query related to dispatches of materials.
Keeping Check on stock availability at all warehouse to ensure timely deliveries to customers.
To formulate dispatch plan on monthly basis as target of marketing department & to provide logistics support in dispatching.
Evaluation of transporters performance for availability of vehicles & timely supply to customer at required destination. Exploring the way avoiding transhipment of material & sending material directly to customer.
Time to time study & preparation of database of various transporters, brokers, trucks source centre & other shippers.
To ensure safety & security, Cost control, house keeping & environment protection in all the areas of material handling.
Main Responsibilities
Sales Support to home loan proposals like document completion process.
Checking Home loan proposal papers, completing them/filling them with zero errors, as
errors/mistakes in filling forms would lead to counter signature from clients and this would lead to loosing clients’ confidence.
Clarifying customer’s enquiries and queries about the various schemes, rate of interest over
the phone and also to walk - in customers
I have run my own Cyber Café for more than 3 Years with total administration responsibility and some of the other responsibilities but not limited to, were as below:-
Accepting Cash and Maintaining Cash Register on daily basis.
Installing hardware and software.
Repairing and updating software on regular basis.
Maintaining/Updating Computers with latest softwares and hardwares as per latest trend.
Responsible for networking of all computers to servers and printer.
Main Responsibilities
Responsible for the party plots venue selection according to occasion and budget of client. Finalisation of venue after client’s written confirmation.
Arrangement of materials needed for the decoration with authorised decorates.
Responsible for catering services for timely serving. Supervising the Event Start to End.
Responsible for Collection of payments in Cash and Cheques from clients and payments to various associate services providers.
Main Reponsibilities
Selling Pre-paid and Post paid cards.
Collection of Cash and Cheques for rental as well as of sales, making bills of the same.
To achieve sales targets on monthly basis.
Solving client queries and enquiries to walk-in as well as telephonic conversation.
Sometimes required to go to clients place for various plans description and for collection.
MBA in Finance & Advertising from "National Institute of Business Management", Chennai, Tamilnadu(India) 2009
Bachelor of Commerce M.S.University, Vadodara 2002
HSC C.B.S.E., Jamnagar 1999
