Punam More

Detail-oriented and motivated finance professional with experience in back-office operations, data entry, and tax consultancy. Proficient in Tally, GST reporting, and client follow-ups, ensuring timely and accurate financial documentation.

Telesales Executive – Credit Card Sales - Yohesa Financial Services - Pune, India

(2024-06 - 2024-08)

• Performed data entry and documentation management.
• Assisted customers through calls and follow-ups.
• Make outbound calls to potential or existing customers using a provided database or leads.
• Explain credit card features, benefits, eligibility, and terms clearly and persuasively.
• Identify interested customers and generate leads.
• Follow up on leads to convert them into successful sales.
• Meet or exceed assigned daily, weekly, or monthly sales targets.
• Coordinate with team leaders and sales managers to improve pitch and conversion strategies.

Account Assistant - Khollam and Associates - Pune, India

(2024-11 - 2025-07)

• Contact clients to collect necessary financial documents, including bank statements, purchase/sales records, and other relevant data.
• Maintain and manage purchase and sales records in accounting software or spreadsheets
• Maintain proper documentation and digital records for audit and compliance purposes.
• Use accounting software tools (like Tally and Excel) for data entry and basic bookkeeping tasks.

Bachelor of Commerce - Commerce - Sangamner Nagarpalika College (2019)

HSC - Sahyadri Junior College (2016)

SSC - B. G. P Sahyadri Vidyalaya (2014)