Mansi Tanna Email & Phone Number

Gandhinagar, Gujarat, India

Gandhinagar, Gujarat, India

Accounting of various phases of Self-Managed Super Fund→ Interval based bookkeeping activities for Client and their subsidiaries→ Review SMSF jobs of team members and provide appropriate review comments. → Handle client communication over email and fort night meetings. → Daily Status Reporting, Job Assignment & Query Troubleshooting. Tools & Software: Class, BGL 360, Xero, Dext, Quick Book, MYOB AE.

Responded promptly to customer inquiries, handled and resolved customer complaints.→ Maintain, store and organize customer documents and request forms. → Key In charge of Locker Operations & Secure Document Storage. → Maintained strict confidentiality for all customer information.→ Generate business and product sales leads according to customer interest and forward to respective departments.→ Ensure process compliance for retail banking and cross verification with all departments for auditing.

Rajkot, Gujarat, India

→ Doing end to end operations involved in the disbursal of the loan. (Explaining the product, filling of form, valuation, sealing of packet, sending approvals, resolving queries, sending forms to NPC, resolving discrepancies, renewals etc)→ Micro marketing activities at potential locations in the catchment area of the branch.→ Attained existing client financial targets and generated a new client base.→ Customer service pre and post sales.→ Support collection RM's in resolving bucket and POT NPA cases.

Rajkot, Gujarat, India

→ Computation of Statutory Liabilities like TDS & GST on timely basis.→ Communicate with Institutional Clients for Retail Assignments.→ Day to Day firm accounting in Tally.

Master Of Commerce

Bachelor Of Commerce - Bcom