Pooja Devnani Email & Phone Number

Ahmedabad, Gujarat, India

Ahmedabad, Gujarat, India

- Communicate with Banks to negotiate for quotes for Letter Of Credit Transactions and explore Trade Finance Opportunities with them.- Handling Export Bill Lodgement , Export packing credit facility , Bill Discounting GR Waiver , pre-shipment facility and handle the renewal process for the current facilities with banks.- Control all inward/outward remittances which include: Import Bills, Export bills, Remittances, and SWIFT Operations. - Ensure that all financial transactions are properly recorded, filed and reported.- Coordinate with the accounting department of client to ensure the accuracy of financial reporting. - Follow-up with client on submission of regulatory documents like Bill of entry, 15 CA/ CB certificate/, Export GR release , etc.- Outward Remittances (A2 payment)Application: Trade Online, SMSA, EDIS, Direct Booking Application, Omniflow

Gandhidham, Gujarat, India

- Activities undertaken includes:1. Managing a team of officers & ensuring that operations are completed efficiently within stipulated time.2. Daily monitoring of office accounts & bank reconciliation & checking all EOD reports & monitoring all exceptions & irregular transactions on daily basis3. Building relationships with high net worth individuals.4. Providing advice on investments & marketing new financial products or services.5. Ensuring the smooth running of banking transactions.6. Verifying customer data to detect and identify financial fraud.

Bhuj, Gujarat, India

- Assisted clients in providing optimal financial advice on various banking products.- Activities undertaken includes:1. Looking after the short term and long term funding requirements of business clients and individual customers.2. Building relationships with high net worth individuals.3. Providing advice on investments & marketing new financial products or services.4. Designed strategies to retain present business and for acquiring prospective clients.5. Monitored client requirements, identified prospective opportunities & assisted in increasing revenue.

Bhuj, Gujarat, India

- Responsible for running and operations of the bank, whilst at the same time creating a professional, helpful and customer friendly environment.- Activities undertaken includes:1. Answering any financial and banking queries.2. Working closely with small and medium sized businesses.3. Handling customer queries face to face, over the phone or via correspondence.4. Presenting information clearly to customers, work colleagues and third parties.- Creating new relationship with individuals and non-individuals.- Responsible for cash management & clearing.

Gandhidham, Gujarat, India

Maintaining account book of clients Working VAT , TDS & Service TaxHand Holding CA for company auditing