Arun P K

Experience

• 

  HDFC Bank

  Jan 2009 - Mar 2010

  Sales Executive

  • Build customer’s database• Manage customers demand for products• Using computer program for building customer database management system• Travel and visit prospective customers for persuading them• Give the best services for customers both before and after sales

• 

  Geojit Financial

  Aug 2010 - Sept 2015

  Assistant Manager

  Handling online trading customers and train them on using the trading application. Provide financial advise to clients. Create login credentials and trading procedure documents and ensure that update and communicated to the online traders on time. Trouble shooting issues of online trades as and when any kind of issues arises. Keep update on newly launched financial products. Expertise in intra day trading activities. Training & assist to the team members. Conduct presentations on various mutual funds & sips as a part of sales promotion in multiple offers with in india. Extruct inactive account details and provide this information to sales team for further followups. Show less

• 

  Atlanta Instrumentation & Oilfield Services Co.LLC

  Oct 2016 - Nov 2017

  Accounts Assistant

  Managed end to end Back office operations of Accounts payable and Accounts receivable process. Maintained and developed excellent contract with clients, vendors and company staffs. Posts customer payments by recording cash and checks and update receiveables by total unpaid invoices. Summaries receivables by maintaining invoice accounts and coordinating monthly transfer to accounts receivables, verifying totals, preparing report. Handling petty cash and preparing MIS report and share it with management. Providing assistance to the accounts manager. Preparation of weekly Accounts receivable reports and Monthly payroll. Show less

• 

  HCLTech – Financial Services

  Apr 2018 - Nov 2019

  Senior Analyst

  Preparation & Review of financial statements.Updating production schedule on the basis of prior year data and updates from on shore team on a monthly basis and allocating the tasks based on the team capacity. Work with onshore financial reporting team closely to address any procedural changes in the financial statements accurately and effectively. Analyzing the errors recorded for the team on a monthly basis and create action plans ,training etc, to eliminate the repeated errors. Support to manager prepare SOPs and SLAs.Conducting team huddles as and when required or on weekly basis. To maintain all managerial documents like KT tracker, IT issue log, error log, IMT tracker, Application access status and submit management as and when required. Scheduling pre cycle calls post mortem calls with onshore team before and after each production cycles to understand and keep the team aware of new updates or changes for those respective cycles. Show less

• 

  EY

  Jun 2020 - now

  Advanced Tax Analyst