Monika Kale

• Managed calendars and scheduling for executives and teams, coordinating meetings, appointments, and travel arrangements to ensure smooth daily operations
• Handled email management, including sorting, responding to, and forwarding important communications, ensuring timely follow-up and attention to urgent matters
• Prepared reports, presentations, and correspondence for internal and external communication, utilizing software like Microsoft Office (Word, Excel, PowerPoint) and Google Workspace
• Processed invoices and expense reports, ensuring accuracy and timely submissions for reimbursement and budget tracking
• Answered phones and greeted visitors, providing professional and courteous customer service to clients, vendors, and staff
• Ordered and maintained office supplies, managing inventory and ensuring office equipment (printers, computers) was in proper working condition
• Supported HR and onboarding processes by assisting with interview scheduling, preparing new hire documentation, and maintaining personnel files
• Assisted in organizing company events and meetings, from booking venues and sending invitations to preparing materials and coordinating logistics
• Collaborated with cross-functional teams to support special projects, providing administrative support where needed to ensure timely completion.

REFERENCE -
Miss Ritu
Phone Number - 61-449882949
Email ID - ritunain39@gmail.com

• Assisting and coordinating with sales team and marketing team
• Assisting front office staff in maintaining the office premises, scheduling events, and organizing meetings and appointments
• Documentation and reporting to the marketing department
• Preparing reports on competitor product analysis
• Ordering supplies and keeping track of the usage
• Helping HR in conducting interviews
• Keeping a close look at all equipments in the company and taking relevant action if equipment does not work properly or damages
• Keeping office supplies stocked
• Training new employees and maintaining the attendance of employees.

• Primarily deals with retail customers and offers them banking and financial advisory
• Managing customers portfolios
• Supervise allotted account portfolios and ensure excellent customer service and assist in minimizing of financial risk
• Establishing, maintaining and enhancing the relationship between bank and customers
• Working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them
• Monitors and analyzes competitor activities to assess threats to important clients
• Uses clients account knowledge for setting revenue targets and identifying resources needed to meet them
• Also identifies and organizes training, planned maintenance and other services, helping clients use the bank's products more productively
• Identifies opportunities for selling new products to clients.

• Responsible for acquiring high quality current accounts
• Ensure compliance to KYC and other banking norms
• Ensure proactive registration and activation of acquired customers to direct banking channels
• CASA(Current account and Saving account)Acquisition
• Revenue Generation
• Achieving monthly target
• Maintaining good relationship between bank and customers.

• Responsible for finding customer for the Lead Generation which sales company product
• Responsible for increasing the market cover of company
• Doing market research for the new product
• Achieving monthly target.