Dec 2015 – Jul 2023 · 7 yrs 7 mos · Pune/Pimpri-Chinchwad Area

• Front Desk and Travel Desk
• General administration of the Pune office
• Improvisation of the current admin system
• Management of the expenses in the given budget amount
• Proper record maintenance
• Maintaining cordial relation with all employees in the office.
• Other related duties and responsibilities.

Oct 2010 – Nov 2015 · 5 yrs 1 mo · Pune/Pimpri-Chinchwad Area

• Assisting the accounts department / Student section / Examination department in day to day activities.
• Conducting audit for accounts department on monthly basis.
• Preparation of management reports on monthly basis.
• Handling the wire transfers for the institute (Bank forms and CA forms).
• Organize travel schedules and book reservations for the institute.
• Scheduled and coordinated appointments and events for supervisors.
• Assisted in planning and execution of all events in the Institute.
• Performed filing, data management, drafting and editing short office memos
• Assisting students with registrations.
• Distribute incoming regular mails and electronic mails and other materials and co – ordinate the flow of information.

May 2010 – Oct 2010 · 5 mos · Pune/Pimpri-Chinchwad Area

• Working from customer lists and/or database.
• Make outbound follow-up calls to clients, existing customers or prospects to qualify leads.
• Building sales database.

Oct 2009 – Apr 2010 · 6 mos · Pune Area, India

• Processing payments received from clients, set-off the payments against the outstanding balances in the trading accounts.
• Attending to and resolving queries raised by clients.
• Training of new joiners.
• Preparation of management reports on a daily basis for e.g. Daily brokerage amount. Monthly Report on client bonus
• Entering details in the Bank book

Jun 2007 – Oct 2009 · 2 yrs 4 mos · Pune/Pimpri-Chinchwad Area

• Processing payments received from financial advisors, employers and members and set-off the payments against the outstanding balances in the pension accounts.
• Investigating outstanding items and completing follow up with the relevant departments to resolve such items within SLA parameters.
• Attending to telephone queries and ensuring that all call backs are completed within SLA parameters.
• Attending to and resolving queries raised by internal and external clients.
• Training of new joiners and cross training of team members.

Mar 2005 – May 2007 · 2 yrs 2 mos · Pune/Pimpri-Chinchwad Area

• Was the point of contact for various brokers for their accounts. Making sure payments were in every month end and also to resolve any queries that were present with regards to the new and policies.