• Gender: Female
• Age: 35
• Designation: Back Office Assistant (Admin & Sales)
• Highest Education Level: Graduate - Degree
• Notice Period: 30  Days
• Preferred Location: Mumbai
• Work Experience: 9.2 Year(s)

Education

Bachelor of Management studies in Finance & Marketing from Chinai college, Mumbai university with 64%

HSC from G.H. Jr college, Mumbai board with 68.83%

SSC from G.H. high school with 54%

Skill Sets

Qualified Bachelor of Management Studies in Marketing & Finance specialization from Chinai College, Mumbai University.
Completed four months of post graduate diploma in banking from institute of finance, banking & insurance (I.F.B.I)
One years and five months of Work experience in Finance industry in operations profile with exposure to various sales & marketing task.

Branch Handling, Time management, Communication Skills,Computer Skills, Customer service efficacy

Work Experience

Back Office Assistant (Admin & Sales)
Since Jan,2018
Job Profile :
New client acquisition through calls and lead generation and help them understand the various services provided by us.
Creating database of prospective clients and doing regular follow-ups.
Making & sending proposal and quotation to clients
Convincing the client to purchase our service and closing the sale.
Achieving targets set by the company.
Building and maintaining strong relationships with all potential and existing clients.
Handling specific region for the products. (Gujarat, Rajasthan & Karnataka)
Maintain records of interaction with customers and its status for follow up on Excel
Follow up with existing customers for new requirements.
Coordination for delivery of goods & payment realization.
Ensuring proper servicing & after sales support to client.

Admin Work
Making MIS Report of all Sales Staff
Making Attendance Report of all Employees
Making expenses sheet of all SO(Sales officer)
Checking Location of all SO In Field assist app

Back Office Assistant (Billing & Accounts)
Dec 2016 to Oct 2017
Job Profile :
Working on Tally ERP 9(Vat & GST)
Maintaining all files and registers, related to Sales & Purchase transactions on daily basis
Preparing Sales Invoice of local As well As National
Daily Entries of Payment, Receipt, Journal, Contra, Debit Note & Credit Note
Keeping Track of Dispatch Details
Preparing & Maintaining Records of Sales Insurance(marine)
Maintaining Stock & Inventory Detail (Stock in and Stock out)
Interacting with Sales Person Regarding Dispatch Details
Keeping Records of Material in Details
Interacting with Distributor & Dealer Regarding dispatching of Materials over phone as well on emails.
Handling Counter Sales Customer
Maintaining Daily Inward & Outward of Cash.
Preparing Quotations for Fogging Machine & Chemicals.
Preparing & maintaining Details Regarding C Form
Follow with Customer Regarding Outstanding & payment.
Maintaining Distributor stock as well Sales report in Excel.

Customer Service Executive (Operations & Sales)
April, 2015 to December 2016
Company Name : Muthoot Fincorp Ltd
Job Profile :
Operations Management
Maintaining all files and registers, related to branch operations and transactions on daily basis
Carrying out daily opening and closing process of Branch
Maintaining daily Cash book and other registers relate to cash transactions at branch
Handling front desk which involved operations which involved system entry like Gold loan, interest punching, Money transfer, forex transaction & DMT (Domestic Money Transfer)
Fulfilled additional responsibility as a joint custodian by handling strong room Keys and Gold appraising
Strong room management along with Branch Manager

Preparation of MIS
Preparations of Bank reconciliation report fortnightly
Preparation of monthly reports on Business, customer walk ins
Preparation and generation of branch financial reports like profit & loss statement, trail balance
Maintaining data related to interest collection, NPA accounts, Auction accounts, Renewal account

Sales and Marketing
Daily Customer calling for interest collection and Cross selling of third-party products
Look after the Service Satisfaction of customer walk ins in branch
Participating in BTL Marketing activities like shoppers visit, customer meet, pamphlet distribution

Projects Undertaken
Final Year (B.M.S)
Project title: Detailed study of Life Insurance Corporation of India

Deliverable
Detailed study of History, Organization, product and policies of LIC
Market survey among the Customers of LIC and Customers of different competitors

Institute of finance, banking & Insurance (I.F.B.I)
Project Title: Comparative Study between public sector and private sector banks (Bank of Baroda and ICICI)

Deliverable
Studying various product and customer service offering of both banks
Survey among customers of two banks regarding their service satisfaction

Extra Curricular Activities
Participated in various sports events at school and college levels.
Participated in various cultural events at college level

Future Goals

A Highly organized and hard working individual looking for a responsible position to gain practical experience.