Manager – Finance & Operations
Shining lines Trading
Total years of experience :18 years, 3 Months
Office Administration.
Maintaining Accounts and all financial aspects of organization.
Preparing Quotations, LPO, Invoices & Delivery Orders.
Maintaining Stock reports (ABC & FIFO).
Interacting with production Department.
Monitoring the Production performance as per timely schedule.
Maintaining Weekly and Monthly Business Reports.
Requirement Analysis of Stock and DBMS.
Providing timely feedback to Director regarding performance.
Perform duties as requested by the Management.
Preparing Annual Financial Reports (i.e. Total annual Sales, turn over and Profit)
Development and implementation of marketing plans.
Developing a sales strategy for the market for ensuring the attainment of Agency goals
Supervising and monitoring the performance of Agencies & Advisors.
Training Agencies, CBM & Advisors regarding Company Products.
Working with line managers to identify and meet Personnel training needs.
Up gradation of Investment Products and Market Knowledge.
Up gradation of Insurance plans (Traditional and ULIP)
Providing timely feedback to senior management regarding performance.
Received “Certificate Of Excellence” From Director. For reaching the Agency goal within 3 Months of Joining.
Received “Certificate Of Honor” From Zonal Head. For reaching the Branch goal within 3 Months of Joining.
Worked with business users to define product feature requests, business requirement specifications, and change requests; documented requirements and transformed them into functional and technical requirement specifications.
Documenting artifacts including, but not limited to, Functional Specifications, and the Use Case Specifications.
Conducted one-to-one meetings and web-Conferences as well as sessions with different stakeholders; analyzed and came up with suggestions providing consistent process for the communication, escalation, and resolution of issues
Maintaining Sales DBMS and MIS Reports
Develop training programs according to approved methodology
Maintain training programs.
Initiate and help prepare long-range objectives for the training organization that are consistent
with corporate, facility, and training policies, and develop a system for verifying implementation
of the actions needed to meet the objectives
Articulated business requirements from user interviews, and workshops and then converted requirements into technical specifications for developers. Creating and conducting proposal presentations
Working with other team members in reviewing requirements.
Maintaining detailed knowledge of the company’s products and services
Promotion & sales of charge & credit card in retail and corporate consumer based on the spend centric model of the company.
Identifying the prospective clients, their needs & requirements and educating them about the products/services to give them additional values.
Designated as a B.D.E to acquire business for platinum club, and to keep a track of spending by the clients.
Sourcing of Customers individual and corporate sector ( Depending upon Profit, Sales Turnover, Surrogates)
Portfolio managements of the over 300 cases for Commercial Vehicle finance and Re- Finance
Responsible for Credit Appraisal (Fundamental and financial statement analysis) of Client approaching the firm for asset base funding, mainly for Commercial Vehicle, Cars and Re- Finance.
Conducting Re- Field investigation and documentation of the same.
Creating month review report over Portfolio management using monthly MIS report covering different regions.
Closing monitoring FI (Field investigation) team.
Providing Training as per RBI Guidelines
Conducting Training session for Operation and Sales team over Credit Policies and KYC norms.