Ramesh Chandra Mohapatra

To strive for excellence in the field of accounting and financial services with dedication, focus, proactive approach and positive attitude. To utilize my knowledge and skills in the best possible way for the fulfillment of organizational goals. To grow professionally by learning from the organization and giving my best

Manager/RM - INDUSIND BANK LTD.

(2024-08)

• Acquire new clients through leads and family account grouping
• Deepen relationships with existing clients to increase their share of wallet and revenue
• Provide financial advice to clients on investment, insurance and banking transaction
• Monitor client portfolios and recommend investment solutions
• Ensure compliance with bank process and policies including money laundering prevention
• Participate in business development activities
• Achieve budgeted cross-sell

Asst. Manager/PB - YES BANK LTD.

(2022-09 - 2024-05)

• Manage customer bank accounts; open, close and oversee transactions
• Resolve issues with banking services and accounts
• Refer clients to inhouse financial experts, as needed
• Reach out to potential customers to generate new business
• Present financial products and services to existing and prospective customers
• Perform administrative duties (e.g. entering data into banking software)
• Ensure timely escalation of issues that are impacting business and possible solutions to address the concerns to the BSDL
• CTC clearing
• Authorised Financial and Non financial transaction

Accountant - SENCO GOLD & DIAMOND

(2021-11 - 2022-09)

• Responses to handle cash
• Patty cash handle
• Also prepair other report like stock, sale etc. as per H.O
• Maintain staff attendance & leave detail
• Manage daily operations
• Analyze sales finance and other report to gain insights into how to improve performance and maximize growth
• Prepair daily sales report
• Worked in cash and bank reconciliation

Sr. FSM - ICICI PRUDENTIAL LIC LTD.

(2021-01 - 2021-09)

• Maintain productivity
• Meet monthly/annual targets
• Provide guidance and advice to the customer about product
• Cross selling of products and services to the customer
• Maintain good relationship with customer
• Achieve targets

Accountant - APEX PVT LTD

(2013-09 - 2021-01)

• Responses to handle cash
• Patty cash handle
• Also prepair other report like stock, sale etc. as per H.O
• Maintain staff attendance & leave detail
• Manage daily operations
• Analyze sales finance and other report to gain insights into how to improve performance and maximize growth
• Prepair daily sales report
• E-way bill
• Worked in cash and bank reconciliation

B.Com - Utkal University

HSE Commerce - CHSE

SSC - Board of Secondary Education, Odisha