Atul Pathak Email & Phone Number

Boomerang

ResponsibilitiesMonthly audit of all sales transactionsTo check whether service provided is billed as per company standard, as mentioned in contract.Clause / Terms & Conditions mentioned for billing are adhered.To check whether the revenue billed is as per the agreement/work orderTo identify Variances & Reason for variancesCommunicate with Accounting / Sales / RLO (revenue lane owner), for resolution.Regular follow-up and updating for variance… Show more ResponsibilitiesMonthly audit of all sales transactionsTo check whether service provided is billed as per company standard, as mentioned in contract.Clause / Terms & Conditions mentioned for billing are adhered.To check whether the revenue billed is as per the agreement/work orderTo identify Variances & Reason for variancesCommunicate with Accounting / Sales / RLO (revenue lane owner), for resolution.Regular follow-up and updating for variance resolutionCoordinating with all service team for monthly / Required dataConsolidating all data into MIS reporting formatFinding Loopholes and Gaps in allocated service areasPreparing PPT for team lead, presented to management Preparing Analysis report as required by the managemen Show less

ResponsibilitiesDealingSetting up new client account before placing deal.Placing all Money-in (Sale/investments) Money-out (Repurchase) transaction.Transfer of investments from one product to another products.Switches and conversion transactions of funds from income and growth.Ensure that all transactions are placed within the valuation point that is applicable to various Management companies.Checking the Money Laundering Status of Client.Providing Funds… Show more ResponsibilitiesDealingSetting up new client account before placing deal.Placing all Money-in (Sale/investments) Money-out (Repurchase) transaction.Transfer of investments from one product to another products.Switches and conversion transactions of funds from income and growth.Ensure that all transactions are placed within the valuation point that is applicable to various Management companies.Checking the Money Laundering Status of Client.Providing Funds info to Agents & Appointing Agents on account.Appointing Executors on deceased client account, before placing deal.RegistrationDatabase administration on behalf of client and agents.Settling the deal placed and setting up the payment mandates.Before releasing the payment checking Money Laundering status and updating the client status accordingly.To identify the unclaimed amount belongs to which account holders and sent payments to the account holders.Maintaining Regular Saving Facility account. Making distribution payments like dividend returns on Mutual Funds. Show less