MIS Executive (Marketing Department) - H.K.JEWELS PVT LTD
(2023-01)
- Form No. 7 Entry: Accurate and timely entry of relevant information into designated master sheet for record-keeping.
- Daily Data Updation: Ensuring real-time updates of data records to reflect the current status of ongoing tasks.
- Published Daily MIS: Compilation and dissemination of a daily Management Information System report featuring WIP, Pending cases, and Done tasks.
- Monthly Review PPT: Assisting in the creation of a comprehensive monthly review presentation summarizing key data and achievements.
- Copy Check / Creative Check: Rigorous quality control for textual and creative elements in artworks, ensuring accuracy and compliance.
- Coordination with Sales Team and Vendor: Facilitating smooth communication and workflow between the sales team, vendors, and internal departments.
- Making Daily Billing MIS: Generating daily billing reports to track invoicing activities, amounts billed, and outstanding payments.
- Creative Correction/Revise: Reviewing and revising creative elements to maintain quality standards and meet project requirements.
- Follow-Up on Creative Work: Regularly checking in with team members to ensure timely progress and address any challenges in creative tasks.
MIS Executive: RMG - DBS BANK LTD (HGS Payroll)
(2020-02 - 2022-09)
- Preparing New Activation Trackers.
- Receive NTB customer memo on email. Preparing NTBs (New to Bank) Approved Trackers.
- Updating TMRAC Deviation Report.
- Preparing SME database for IBG 3-, IBG 3+, and IBG 4 Client, updating ACRR (average rating ratio), watchlist, Collateral value, sanction amount, outstanding amount, exposure, activated cases amount etc.
- Updating Notional Rate Master Database on Monthly Basis.
- Coordinating with CRM, RM and other Team members for Memo related queries.
- Preparing LCC Tracker's in monthly basis.
- Preparing TMRAC tracker on monthly and quarterly basis.
- Preparing of Masterdatabase as per approved memos/ osca run. Updating facility, ACRR, RM/CRM name, Branch name, segment, program type, DBSIC industry etc.
- Providing support in other activities/ MIS as per requirement
Assistant Manager: Branch Banking - KOTAK MAHINDRA BANK
(2018-07 - 2019-09)
Branch Banking Operation.
- Handling RTGS, Fund transfer & DD, FD, Tax payment, GST.
- Maintaining return cheques like inward outword cheque.
- Looking after Fixed Deposits, Interest Certificate, Form 15GH Submission and issuing receipts to the customer.
- Doing cross sell by generating leads such as loans, Insurance, Credit cards, forex cards, home loan, saving account current Account etc.
- Also knowledge application of sieble, finacle etc.
Executive: Commercial Banking Department - KOTAK MAHINDRA BANK
(2015-06 - 2018-06)
Commercial Banking
- Raise service request in siebel application and export the data through siebel.
- Making employee wise MIS and share to team member.
- MIS reporting using vlook up, pivot table, data validation, sum, sumif, countif, countifs, averageif, subtotal, etc.
- Preparing daily MIS.
- Issue NOCs, Like Permit NOC, RTO Cancellation NOC.
- Coordinating with the Recovery, Sales, Marketing & Operation team for NOC issue.
- Coordinating with sales, marketing & Ops periodically to close the request.
- Customer Solving the queries requested through mail.
- Periodic checking of welcome kits for the New to bank customer.
- Ensuring satisfactory resolution of varieties of issues with pleasant, confident & helpful telephone manners.
- To interface with respective work center for resolution of queries.
- Also knowledge application of core, finacle, sieble, dot net etc.
