Ekta Dave

Experience

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  Better Communications pvt ltd

  Apr 2012 - Jul 2012

  Assistant to the Vice President

  -Handling all calls, conference and meeting of the VP.-Making arrangement for conference and meeting.(booking of board room,booking for the conference hall and making arrangement for the conference,Travelling booking etc.)-Handled Client Like Reliance,CIDCO,AO Smith for the advertising purpose,Digital work,Photo shoot (Personally visit the photo shoot).etc.-Coordinating with the vendor for the payment and bill submission.

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  RBL Bank

  Nov 2012 - Dec 2014

  PB operation

  Retail Branch Banking1.Worked as a teller.Opening and closing of cash. Accepting cash deposit and payment of customer simultaneously making an entry in the system.2.Maintaining the cash book,daily print of the cash report,voucher tally report,shroff report.3.Handled front desk- handling the query of the customer TDS,FD. Processing the NEFT,RTGS and internal transfer of the customer request,15G 15H form.4. Renewal of the FD OD cases, Cash Credit - Processing the documentation and coordinating with the back office to set the limit.5. Managed outward clearing and inward clearing,ECS.Back Office1. Worked as a team for KYC Redemption Project.2. Checking and Verification of the customer(Individual,Sole proprietor,Partnership firm,PVT LTD, Trust,Self help group.) documents to be done. 3. Coordinating with the branch(PAN India) and the compliance team.4. Unfreeze the account due to KYC documents incomplete.Rewards1. Silver Certificated from Branch Manager and Gold certificated from Cluster Head for the high value of the FD2. "I'm the Change" award from the Business head for the MAX Bupa Policy Drive.3. Recognition for the High vaIue of IP for Saving account and Current account. Certification1. IRDA Certification in General Insurance.2. NISM-Mutual Funds (AMFI) certified.3. Diploma in Banking from Mainpal university. Show less

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  Innovage Fintech Pvt Ltd

  Dec 2016 - May 2022

  Senior Customer Service Associate

  Mutual Fund, Insurance, Equity

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  Prudent Insurance Brokers Pvt Ltd.

  Apr 2022 - now

  Assistant Manager