Client Service Manager
Resume:
SUMMARY
A good team player, efficient at completing the task given at hand and curious
to learn new things. Well-versed financial knowledge coupled with analytical thinking and an ability to grasp and understand business scenarios. EXPERIENCE
CorpCare - Client Service Manager
Mumbai, India
06/2022 - Current
HDFC LTD - Executive
Mumbai, India
10/2018 - 12/2021
Mumbai, India 400067
ad5ti7@r.postjobfree.com
SKILLS
EDUCATION
2024
SVKM's Narsee Monjee Institute of
Management
Mumbai
Master of Business Administration:
Finance
2020
VIVEK COLLEGE
Mumbai
M.COM: Accounting And Finance
GRADE : A
2018
THAKUR COLLEGE (TCSC)
Mumbai
Bachelor of Commerce : Accounting And
Finance (B.A.F)
GRADE : A
2015
Thakur College (TCSC)
Mumbai
Higher Secondary School Certificate:
French And Math
68%
2013
Swami Vivekanand International
School
Mumbai
Secondary School Certificate
69%
Pooja More
Produced monthly Management Information reports, clearly illustrating data trends to identify growth opportunities.
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Observed MIS function, performing regular maintenance to ensure optimal performance levels.
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Assisted senior leadership teams in gathering and evaluating MIS data, aiding ongoing performance analysis.
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● Managed all payment processing, invoicing and collections tasks. Communicated with clients, partners and internal departments to resolve issues and provide clarification on financial matters.
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● Maintained an accurate record of existing and prospective clients. Compiled financial data and drafted billing reports to identify past-due accounts and reconcile balances.
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Executed account updates and noted account information in company data systems.
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Paid vendors and verified accounts and payment totals for accurate accounting.
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Attended team meetings to discuss issues, priorities and outstanding accounts, improving department operations.
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● Processed invoice payments and recorded information in account database. Submitted job reports to inform management regarding status and developments.
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● Organised files to support efficiency and traceability. Accepting and Processing Fresh Deposits / Renewals of Individual, Trust, HUF, Company. (Online / Offline) both.
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Handled front office desk at Head office, Andheri, Malad, Borivali West branch.
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● Processing Death Cases of Malad Branch.
● Appointed Key Partners for HDFC LTD.
● Processing of Repayments (on-maturity, premature).(Online / Offline) both.
● Processing of Loan Repayments (Online / Offline) both.
● Processing & Updating form 15G/H & IT order u/s 197.
● Provided Interest statements & TDS certificates to customers.
● QA- Checking of Online KYC Data.
● Data Entry of Online Fresh Deposits / Renewals / Repayments/KYC.
● Resolved & Released Online On-Hold deposits.
Provided excellent customer service by efficiently resolving issues and responding to inquiries.
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Communicated with customers to identify needs and queries on one to one basis.
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● Planning and Coordination
● Microsoft Excel
● Teamwork
● Time Management
● Documentation and reporting
● Decision Making
● Operations
Zaidi Corporation - Accounts Assistant (Internship) Mumbai, India
09/2017 - 03/2018
ACCOMPLISHMENTS
CERTIFICATIONS:
AWARDS AND HONORS
LANGUAGES
INTERESTS
● Generated and mailed updated statements.
Reviewed figures, postings and documents for correct entry, completeness and accuracy.
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● Organized data into multiple spreadsheets to streamline data. Maintained clean and organized files by keeping accounts payable records up-to-date.
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MAX COMPUTERS certified for completing the course of FINANCIAL ACCOUNTING (TALLY ERP-9) GRADE ‘A'
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UNIQUE INFOTECH for completing Diploma in COMPUTER APPLICATION COURSE.
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● Certified to organize an ‘ INTERNATIONL CONFERENCE, BHAVISHYA-2016 Certified of completing the course of BASICS OF BANKING and INVESTMENT BANKING-INDUSTRY OVERVIEW 2016 .
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● Certified for participating in MANTRA 2016-17.
Govt of Maharashtra Drawing Grade Examination (ELEMENTARY)2009 secured GRADE ‘B'
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Govt of Maharashtra Drawing Grade Examination ( INTERMEDIATE)2011 secured GRADE ‘A'
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● SILVER MEDALIST in 400M RUNNING in INTER SCHOOL EVENT
● SILVER MEDALIST in PRAVAH-2016 IN GROUP DANCE.(NL COLLEGE) Won 2nd prize in INTER COLLEGE COMPETITION ( MOOD FEST ) in Group Dance
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● CALLIGRAPHY COMPETITION awarded with 1ST PRIZE .
● English
● Marathi
● Hindi
● French
● Travel
● Sports
● Dance
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