Retail and consumer banking
Investments In Matual Fuunds
To develop business target orientation, meeting monthly targets as defined by Bank.
Taking initiatives to find opportunities of marketing the product to the target customers.
Relationship management the personal customer portfolio for enhanced business opportunities.
Making customer visits on daily basis for deposits
Maintaining a data base on excel for all customers introduced to the bank with updated contact details and sharing this on weekly basis with the bank
Extracting maximum potential from an existing customer.
Checking and investing record of receivables and payables.
Working as Incharge payable & Receivable
Contact with suppliers about supply of material
Preparing bank reconciliation statement.
Preparing parties reconciliation
Day by day planning of inflow outflow and execution of cash as per management instructions
Working as internal auditor
Coordination with the purchase department and payable department
Working on special assignment assigned by top Management that are relevant to my job
Preparing and presenting financial analysis reports to upper management like vertical and horizontal analysis and party positions
Working under supervision for System Development (Oracle) for queries amendments, modules and reports generation
Monthly and annual stock valuation and inventory movement.
Working with team of 4 subordinates