- Manage projects within a dedicated pod, utilising ClickUp to set up tasks, establish timelines, assign priorities, and delegate responsibilities, ensuring all projects are completed on time and meet established scope.- Partner with Account Managers to understand client needs and effectively communicate project requirements across internal teams, including design, development, and vendor management, to ensure seamless execution of campaigns.- Conduct thorough reviews of deliverables to ensure high-quality output and implement quality checks throughout various project stages.- Identify potential project bottlenecks and implement proactive solutions, continuously optimising workflows to improve efficiency and resource utilisation.- Maintain accurate project records and task assignments, deliver monthly performance reports with insights and recommendations, and communicate regularly with Account Managers regarding project status and potential challenges.- Ensure all tasks align with client goals, delivering campaigns on time and within budget.

- Ensured financial records were kept up-to-date by posting all transactions and changes on a daily basis, maintaining accuracy across all accounts.- Reconciled all account ledgers regularly and verified their accuracy with internal departments and external stakeholders, ensuring consistency and compliance.- Identified and communicated any deficiencies in the data provided or bookkeeping to relevant departments and external parties, ensuring seamless, error-free entries into QuickBooks.- Managed and coordinated periodic financial reporting, budgeting, and forecasting to meet management's requirements.- Conducted cost-benefit analysis to identify cost-reduction opportunities and implemented effective strategies for optimising expenses.- Analysed sales and financial performance to inform strategic planning and drove future growth prospects, working closely with sales and production teams.- Oversaw central warehouse for vendor management and procurement processes, ensuring efficient and streamlined operations.

- Provided client consultation to develop investment objectives.- Learned maintaining client relationship management.- Immense learning of the responsibility for managing the entire Banking and Financial needs of the customers as a Single Point of Contact from the Bank. - Understanding of Mutual Funds/Wealth management.- Understanding of both Prestige Segment and the Conventional segment operations.- Learned accounts opening process of both company and individual- Learned CIF maintenance and its Limitations- Presented top 400 high profile customer accounts (account opening forms, personal information, other verified client data) for audit purposes.- Assisted in various Prestige client lounge meetings.- Prestige account opening files and insurance plans.- Learned branch productivity Analysis.

- Proficiency with Quickbooks (knowledge of creating vouchers and general journals.- Proficiency with Microsoft Excel- Auditing procedures.- Helped with ensuring financial data accuracy.- Understanding of financial statements and accounting principles.- Bookkeeping- QuickBooks- Tax management