Internal Auditor - Jana Small Finance Bank Ltd. - Chandigarh
(2022-04)
- Verification of Premises Sweep, Physical Cash Management, Suspense Cash Management, Gold Packet Verification, Register Maintenance, Inventory Management and Security items, Key Management, CCTV Verification, Fortnightly Verification, Display of notice Boards.
- Assets and Liabilities Documentation and Customer's Site Visit Verification and Vouchers
- Visiting of branches for branch or specific Audit.
- Prepare & Submission of various daily & monthly MIS Reports.
- Regular checking of business practices to ascertain compliance with guidelines.
- Reporting to Regional Head & Zonal Head on progress & compliance status for the region.
Senior Officer - India Infoline Finance Ltd. - Mohali
(2021-12 - 2022-04)
- Achieving gold loan sales target by pitching new customers
- Achieving cross selling target of Demat Account, SIPs, MFs, Insurance and other products by conducting marketing activities and building relationship with existing customers
- Responsible for KYC and Gold Loan Processing Documents.
- Responsible for verification of Gold.
- Coordinate with other branches and banks for Cash.
Jr. Relationship Executive - Muthoot Finance Ltd. - Mohali
(2019-01 - 2021-11)
- Responsible for KYC and Gold Loan Processing Documents.
- Responsible for verification of Gold.
- Coordinate with other branches and banks for Cash.
- Updating details CRM Next and CBS.
- Responsible for Branch Operations in absence of Branch Manager
- Responsible for Gold Locker Management
- Signing Authority of Gold Loan Approval
