West Zone Regional MIS Executive at Lotus Herbals Pvt ltd (2017-11 – 2022-09)
Handling 4 divisions (Lotus Herbals, Lotus Make up, Lotus Modern Trade, Lotus Organic, handling EBO related queries)
- Preparation of weekly (BA channel sale & stock tracking), fortnightly (mid month report of Modern trade & general trade), monthly (ASM performance report, sale & stock report, BA channel target vs achievement, Cost to sale report, GT-MT – Make up SFA validation report, SS outwards reports, secondary tracker report etc, incentive report for onroll & offroll employees), yearly reports (BA channel & ASM related), other competition related reports like safe sun, youth rx, whiteglow, BOGO etc, prepared other reports when needed by HO
- Preparing salary of Onroll & offroll as well as attendance preparation
- Preparing BA channel salary, Handling all salary related queries
- Maintaining new joinee details, processing new joinee formalities (sending request for SFA log in, collect all docs & fill data in excel & send it to HO, give SFA training, provide all instruction regarding sfa working, inform them for induction training about company)
- Collecting all necessary docs for FNF procedures who left the job (NOC, TADA, Asset handover confirmation & resignation acceptance)
- Coordinate between the West Zone & HO
- Compiling Data for 4 states (Mumbai, rest of Maharashtra, MP & CG, Gujarat)
- Co-ordinating between All Managers, BDEs
- Keeping record of courier (dispatch & delivery)
Junior Officer at ICICI Bank Ltd (2010-10 – 2014-07)
Worked on rebooking of Consumer loans, scrutinization of rebooking requests, MIS preparation, and loan account management.
- Rebooking of Consumer loans as per request received from branches (includes data entry rectification and reschedulement of consumer loans)
- Scrutinization of rebooking request received from branches & updation of data in file for new loan booking
- Making rectification in Customer Statement of Account as per Branch request
- Publishing MIS of rebooking data to all over India on daily basis
- Handling Repayment issues like PDC, Auto Debit, ECS etc
- Resolving Customer & branch queries related to rebooking cases
- Rectification of customer ledgers (operational Delinquency) based on reverts received from the Collection team and Branch
- Updating Disbursements and Receipts in system
- Rebooking of Customer loan account by following the steps such as Sanction entry, Disbursement entry updation, Prepayment effect, Receipt Updation and finally Loan Closure
- Downsizing the loan as per Downsize Agreement signed by Customers
- Rectification in customer a/c with Bank Reconciliation statement
- Loan and Disbursement Cancellation as per request received from Branches
- Initiating proactive Refund process of credit customers by due verification
- Handling customer queries & inquiries which are raised through branch operation
- Worked in major projects- Sangli Bank & Bank of Rajasthan takeover portfolio-migration activity-under which data collected from branches, scrutinized, prepared a mortgage, loan booked, co-ordinated with account team for proper accounting entries
Disbursement Rectification Officer at ICICI Bank Ltd (2010-10 – 2014-07)
Handled disbursement rectification activities including cheque validation and fund transfers.
- Checking & passing entry for Out Dated cheques, lost of cheques etc (revalidation)
- Checking & passing entry for Funds transfer & Dealer funding cases
- Publishing weekly MIS for FT, DF & DRE to concern dept
- Taking dump from RTG team (Retail Technology Group) & preparing Payment pending data
- Publishing MIS of Payment Pending cases to all zones concern persons on daily basis
Executive at ICICI Home Finance Company Ltd (2007-11 – 2010-09)
