Assistant Manager - Finance & Accounts at MOGRA REAL ESTATE DEVELOPMENT PVT LTD (2024-06 – Present)
- Daily Bookkeeping and Ledger Management: Data Entry - Recording daily financial transactions, such as sales, purchases, and receipts, into accounting software like Tally Prime.
- Daily Bookkeeping and Ledger Management: Journal Entries - Preparing and posting journal entries to the general ledger with proper supporting documentation.
- Daily Bookkeeping and Ledger Management: Petty Cash Handling - Managing petty cash funds and processing expense reimbursements for employees.
- Accounts Payable (AP) and Accounts Receivable (AR): Managing Payables - Reviewing and verifying vendor invoices, ensuring validity, and preparing payment vouchers.
- Accounts Payable (AP) and Accounts Receivable (AR): Managing Receivables - Issuing customer invoices, tracking incoming payments, and reconciling accounts to spot overdue balances.
- Reconciliations and Reporting: Bank Reconciliation - Comparing bank statements against company ledgers to identify discrepancies and resolve outstanding payments.
- Reconciliations and Reporting: Ledger Scrutiny - Verifying specific vendor and customer ledgers (aging reports) to ensure all balances are accurate.
- Compliance and Auditing: Tax Documentation - Calculating and compiling figures for statutory returns such as GST, TDS.
- Compliance and Auditing: Audit Assistance - Gathering receipts, invoices, and ledger reports needed by auditors during financial reviews.
Branch Operations Head at Axis Bank (2018-05 – 2023-09)
- Operations Leadership: Managed comprehensive daily branch operations, ensuring seamless execution of financial and non-financial transactions.
- Risk & Compliance: Authorized high-value financial transactions and scrutinized non-financial customer requests with 100% adherence to KYC and AML guidelines.
- Audit Management: Actively resolved and closed all audit and compliance MIS reports, consistently achieving high operational rating scores.
- Customer Service: Resolved complex customer escalations, improving the branch Customer Satisfaction Index (CSAT).
- Team Development: Managed, motivated, and sustained a highly productive work environment for a team of operations executives.
Branch Operations Head at Axis Bank (2015-04 – 2018-04)
- Oversaw daily operations at a high-volume business hub branch catering to corporate and diamond merchant clients.
- Ensured timely systems handover and strict compliance with daily banking cut-offs and regulatory processes.
Customer Service Officer at Axis Bank (2014-07 – 2015-03)
- Managed front-office customer relations, cross-sold financial products based on tailored customer needs, and resolved day-to-day service queries.
Front Desk Officer at Axis Bank (2011-09 – 2014-06)
- Assisted with high-priority business client transactions, processing financial & non-financial transactions & requests and guiding clients through retail products.
Executive at Axis Bank (2007-07 – 2011-08)
- Handled clearing, cash transactions, and back-office reconciliations.
Back Office Executive at Axis Bank (2005-06 – 2007-06)
- Managed Centralized Management Services (CMS) processing, clearing operations, and bulk payment processing.