Shreya Pai

Experience

• 

  HDFC Bank Limited

  Apr 2008 - Nov 2009

  Junior Phone Banking Officer

  • Answer inbound calls and assist with their queries/requests/complaints• Raise requests and complaints on behalf of the customer• Maintain and adhere to compliance guidelines• Capture problem indicators, highlight and suggest improvements• Adherence to the monthly score card parameters including quality, efficiency and accuracy• Maintain adequate knowledge levels on products, processes and systems used• Ensure sales targets are met• Cross-selling of bank products• Generate leads and educate customers about new products and their benefits. Show less

• 

  SVC Bank

  May 2013 - Dec 2021

  • Handle customers and their financial transactions• Serve as primary point of contact to bank customers• Answer and respond to bank customers' inquiries on financial transactions• Process and accept deposits and loan payments from bank customers• Make payments to bank customers after checking and validating customers' signatures on checks• Check the availability of funds before making payments to customers• Prepare and record all deposits and payments into the bank's computer systems• Educate customers on bank products and services• Assist administrative department in their tasks• Perform physical verification of cash at the end of the day and reconcile with banking records. Show less • Provide exceptional telephone customer service in a timely manner and be able to adhere and self-serve bank policies and procedures to resolve customers queries.• Have the technical ability to use multiple systems with pace.• Process a wide range of transactions, whilst maintaining a high degree of accuracy.• Be a problem solver, someone who can think outside of the box and have excellent attention to detail.• Play a supporting role in educating the customers around banks products and alternative digital banking platform. Show less

  • Clerk

    May 2018 - Dec 2021

  • Customer Service Representative

    May 2013 - Apr 2018
• 

  Ipswich Community Media

  Jan 2023 - Apr 2023

  Volunteer

  Working as a volunteer in classes conducted by Ipswich Community Media on ESOL and Numeracy skills.Assisting the tutors and the learners in the classes.

• 

  PHOEBE

  May 2023 - Jan 2024

  • Data input to support existing backlog cleanup exercises.• Maintain accurate Book keeping financial records.Review accounts queries and instruct or process as required.• Keep track of all accounting transactions with supporting evidence documents for audit purpose.• Develop and maintain an internal network for facilitating the transfer of information and data between functions and departments.• Prepare employee payroll by collating and verifying all timesheets.• Develop good knowledge with regards to systems and processes and keep updated with new guidelines published.• Support project work with financial requirements and ensuring smooth functioning of the projects.• Co-ordinating with all team members and service users for smooth administration.• Prepare estimated Budgets on regular basis for various in-house projects to receive Grants from Government Organisations and Funders.• Generate invoices for the Grants received on timely basis.• Collate and provide redacted receipts and invoices to funders as per mentioned deadlines.• Ensure data quality accuracy at the defined levels.Ad hoc tasks as assigned by the manager and the CEO. Show less • Data input to support existing backlog cleanup exercises.• Maintain accurate Book keeping financial records.Review accounts queries and instruct or process as required.• Keep track of all accounting transactions with supporting evidence documents for audit purpose.• Develop and maintain an internal network for facilitating the transfer of information and data between functions and departments.• Prepare employee payroll by collating and verifying all timesheets.• Develop good knowledge with regards to systems and processes and keep updated with new guidelines published.• Support project work with financial requirements and ensuring smooth functioning of the projects.• Co-ordinating with all team members and service users for smooth administration.• Prepare estimated Budgets on regular basis for various in-house projects to receive Grants from Government Organisations and Funders.• Generate invoices for the Grants received on timely basis.• Collate and provide redacted receipts and invoices to funders as per mentioned deadlines.• Ensure data quality accuracy at the defined levels.Ad hoc tasks as assigned by the manager and the CEO. Show less

  • Finance and administration officer

    Oct 2023 - Jan 2024

  • Finance and Administration Officer

    May 2023 - Sept 2023
• 

  Home-Start in Suffolk

  Sept 2023 - Feb 2024

  Volunteer

  • Supporting the families in toddlers group with various interesting activities for toddlers.• Safeguarding children and adults trained.• Trained in home - visiting for supporting families to give compassionate and confidential support.