Operations Manager - Finance - Proactive Financial Hub - Australian Company
(2024-05)
As an Operations Associate at Proactive Financial Hub, I play a crucial role in supporting daily operational activities within our lending, taxation, and accounting departments.
- Assisting in the preparation, processing, and tracking of loan applications, ensuring all required documentation is complete and submitted in a timely manner.
- Collaborating closely with tax and accounting teams to ensure accurate and efficient handling of client financial information.
- Maintaining regular communication with clients to provide updates on loan application status, respond to inquiries, and resolve any issues promptly.
- Resolving queries from auditors related to tax filing, ensuring compliance and timely resolution of issues.
- Ensuring all activities adhere to company policies, industry regulations, and legal requirements.
- Providing administrative and operational support to team members, contributing to a collaborative and productive work environment.
- Participating in ongoing training programs to stay updated with industry trends and enhance professional skills.
- Creating and managing marketing content, including blog posts, email campaigns, and social media updates on financial hub services, proactive lending, and NDIS-related topics.
- Developing and executing email marketing campaigns to engage clients and promote services effectively.
- Managing and growing social media presence to increase brand awareness and client engagement.
Research Analyst - JPM & DJM Enterprises Services Pvt. Ltd.
(2022-06 - 2024-02)
- Verifying factors such as Ownership, Legal Descriptions and restrictions related to the property
- Cross check all the documents like Deeds, Deed of Trust, liens, mortgages, bankruptcy, judgments, etc., which can effect directly or indirectly effect the property and title.
- Exceptions included all the information about the vesting deed, maintenance, easements, minerals, royalties, restrictions etc.
- Requirement cover the information about homeowners association (HOA) and municipal utility district (MUD) documents.
- DOT and all the related documents to it like Judgments and liens.
Assistant Manager in Accounts & Operations - Quadrate Financial Advisors Pvt. Ltd.
(2017-04 - 2020-02)
- Empanelment Procedure with NBFC and Banks for DSA code generation (Complete Documentation Work).
- Preparing Reconciliation Statement.
- Managing Petty Cash, Debit Book, and Invoice preparation.
- Bookkeeping of conveyance vouchers and Expense vouchers.
- Documentation process for Unsecured Business Loan Proposals.
- Maintaining List of Lenders for LAP (Loan Against Property, Mortgage Loan, Personal Loan, Business Loan).
- Preparing Deals Confirmation Receipts (DCS) of Letter of Credit (LC) and Sales Bill Discounting (SBD).
- Preparing Debtors list and maintaining records of payment information.
- Handling client's accounts and queries pertaining to payments, invoice, etc.
- Managing Staff Welfare Activities.
- Making Confidential Reports of companies for Retail and Corporate Clients.
- Follow-up with corporate clients for payments
- Coordinated with external parties for arrangement of program
- Finalization of Company Brochures.
- Designing of Standee Banners.
Associate in Operations, Customer Service and Sales - IDFC Mutual Fund
(2015-09 - 2016-12)
- Dealing with independent financial adviser those who are empaneled with IDFC MF and giving them updates about IDFC funds and solving their issues regarding brokerage, Queries related to content of fact sheet , forms etc.
- Creating awareness amongst investors about investment in mutual fund through investment awareness program.
- Handling online customers and converting them for investment in pan India level.
