Finance & CRM Back-Office Specialist

DIYA CHOUDHARY

722-***-**** · ****.***********@*******.***

FINANCE & CLIENT SERVICES PROFESSIONAL

Detail-oriented finance professional with experience in client services, financial operations, and back- office coordination across the banking, securities, and cement trading sectors. Skilled in handling invoices, ledgers, TDS workings, payment follow-ups, and reconciliation, with strong adherence to financial accuracy and compliance. Adept at supporting trade and transaction processes, preparing POs and financial documents, and managing client queries with precision. Known for strong analytical skills, process optimization, and the ability to collaborate effectively with accounts, operations, and compliance teams. KEY COMPETENCIES

Client Relationship Management Financial Analysis & Reporting Stock Market & Securities Invoice & Ledger Management TDS & Compliance Support Purchase Order Payment Follow-ups Reconciliation Statement Preparation CRM & Financial Software Trade & Transaction Coordination PROFESSIONAL EXPERIENCE

Associated Small Industries - Indore

Back-office Sales Coordinator July 2025 – Present

Provide quotations for Trade and Non-Trade segments and follow up with customers to secure orders.

Close monthly cement deals for Wonder, JK Super, Ultratech, JK Lakshmi, Birla Uttam, etc., based on current market rates.

Prepare purchase orders (POs) on behalf of customers for Wonder, JK Super, Ultratech, JK Lakshmi, Birla Uttam, UTCL RMC, and JK White Cement/Putty.

Prepare and share the daily dispatch report with the concerned team or customer groups.

Issue credit notes to customers against short supply and provide invoices/MTC reports as required.

Provide company ledgers to customers and coordinate vendor ledger sharing with the accounts department for reconciliation.

Arrange balance confirmations for preparing TPC invoices of Ultratech and submit them to the concerned depot.

Prepare TPC invoices and E-invoices monthly or quarterly based on TPC details received from the company.

Conduct regular payment follow-ups with customers to ensure timely collections.

Prepare TDS working sheets for booking TDS in the company accounts on behalf of customers. Indira Securities - Indore

Client Services Representative May 2024 – July 25

Assisted clients with inquiries related to stock trading, investment products, and account management through phone, email, and chat, ensuring seamless customer experience.

Provided real-time support for trade execution, transaction processing, and troubleshooting issues related to financial transactions.

Accurately processed fund allocations, account adjustments, and financial transactions while maintaining compliance with company policies and financial regulations.

Addressed client concerns regarding stock market trends, brokerage fees, portfolio performance, and account statements, offering relevant insights and solutions.

Maintained and updated detailed client records, ensuring accuracy, confidentiality, and adherence to financial compliance standards.

Collaborated with internal teams, including trading, risk management, and operations, to resolve complex account- related issues and enhance service delivery. HDFC Bank - Indore

Finance Intern July 2023 - August 2023

Conducted in-depth financial analysis and managed data to assist in strategic decision-making and business planning.

Performed market research and competitor benchmarking to provide insights for optimizing financial strategies and improving market positioning.

Assisted in the preparation and reconciliation of financial statements, ensuring accuracy and compliance with regulatory standards.

Gained practical exposure to banking operations, customer relationship management, and financial product offerings.

Worked closely with senior finance professionals to streamline financial workflows, enhance reporting efficiency, and improve overall operational processes. EDUCATION

School of Economics, DAVV 2022-2024

Master of Business Administration - MBA, Financial services School of Economics, DAVV 2019-2022

B.Sc. Electronic Media

SKILLS

MS Excel

MS word

PowerPoint

SQL

Communication

CERTIFICATION

Financial Literacy Program – ‘Kona Kona Shiksha’ (Kotak Securities & NISM) Financial Markets

Investment Banking

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