Preety Kaur Email and Phone Number
I am an innovative and results-oriented operations professional with over six years of experience and a strong passion for building relationships and exceeding client and management expectations. My proven success in the areas of operations and delivery showcases my ability to consistently deliver outstanding results.Currently serving as a Process Associate (Accounting & Finance) at Sopra Steria, responsible for validating and processing invoices and purchase requisitions. Provide support to health service clients for payment processing, ensuring accurate reconciliation of banking details and mode of payment. Proficient in GDPR and IGAF compliance, validating documents and offering resolutions to suppliers and clients. Maintain records of transactions and queries, issuing statements from online databases. Offer call and email support to health service clients and suppliers.Previously, as a Customer Service Executive at HCL Technologies, managed various national and international exams, from scheduling to delivery at test locations worldwide. Handled financial activities, including payment collection and passing to clients. Supported the Payments team in achieving objectives, resolving invoice discrepancies, and managing third-party verification procedures. Proficient in Salesforce, addressing network issues at client servers, test center, and candidate levels.As an Associate Service Delivery Manager at IndusInd Bank, ensured zero-error cash receipts and payments, following RBI guidelines for smooth operations. Processed inward and outward foreign remittance, reconciled accounts, and prepared end-of-day reports. Managed high-quality service, customer relationships, and queue management. Handled non-cash transactions, payments of utility bills and vendors, and gold loan processing. Verified KYC and other documents, collaborated with auditors and inspectors, and provided training to management trainees.Academically, hold a Graduate Diploma in Banking and Finance from NIIT IFBI, Mumbai, along with a B.Com in Accounts (Honors) from Ranchi University. Proficient in applications such as Finacle, CRM, Oracle, Registration Manager, SAP S4 Hana, SAP Ariba, and Lotus Note.Achievement-wise, has been honored with the Falcon, Solitaire, and Pinnacle awards. Holds certifications in Lean foundation, computer fundamentals with MS-Office, and Tally ERP 9.
Sopra Steria
View- Website:
- soprasteria.com
- Employees:
- 39663
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Process ExecutiveSopra Steria Dec 2018 - PresentNoida, Uttar Pradesh, IndiaAs a Process Associate (Accounting & Finance) at Sopra Steria, my primary responsibilities include validating and processing invoices and purchase requisitions. I ensure accuracy and compliance with financial regulations, such as GDPR (General Data Protection Regulation) and IGAF (Information Governance Assurance Framework). Additionally, I support a health service client in their payment processes and provide resolution to suppliers and clients based on their specific requirements.In my role, I validate documents from the system to ensure correct resolutions are provided to suppliers and clients. I maintain meticulous records of transactions and queries, facilitating effective financial management. I issue statements to suppliers and clients from an online database, ensuring timely and accurate communication.I also provide call and email support to health services clients and suppliers, addressing their inquiries and ensuring their needs are met. My achievements include receiving the Falcon award in November 2019, the Solitaire award in February 2020, and the Pinnacle award in December 2021. Additionally, I am Lean foundation certified, demonstrating my commitment to continuous improvement and operational excellence.Overall, as a Process Associate (Accounting & Finance) at Sopra Steria, my responsibilities encompass invoice and purchase requisition processing, payment support for health service clients, reconciliation of banking details, validation of documents, record maintenance, statement issuance, and client and supplier support. My achievements and certifications attest to my dedication, exceptional performance, and ability to contribute to the success of the organization.
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Customer Service ExecutiveHcl Technologies Ltd Sep 2017 - Jun 2018Noida, Uttar Pradesh, IndiaI worked with HCL Technologies as a Customer Service Executive, managing various national and international exams such as GMAT, PTE, Cisco, Oracle, Microsoft, NMC, etc. My responsibilities included scheduling and delivering exams worldwide, ensuring smooth operations on the server.Additionally, I handled financial activities by collecting payments from candidates for their certifications and passing them on to clients. I provided support to the Payments team in achieving their process objectives.I was also responsible for resolving invoice discrepancies, reviewing invoices and check requests. I followed proper procedures for third-party verification as per the guidelines. Using Salesforce, I addressed network issues that arose during the exam delivery process at client servers, test center, and candidate levels, ensuring prompt resolution. -
Associate Service Delivery Manager (Joined As Assistant Manager- Teller)Indusind Bank Jun 2015 - Feb 2017Mumbai, Maharashtra, IndiaIn my role, I handled cash receipts and payments with impeccable accuracy, ensuring transactions were executed within the prescribed timeframe. I consistently followed proper cash handling procedures and stayed updated on the latest RBI guidelines to ensure smooth institutional operations. I efficiently processed inward and outward foreign remittances, meeting reporting deadlines to the RBI reporting desk. Daily tasks included monitoring and reconciling office accounts, filing end-of-day reports, and updating registers. I prioritized high-quality service, managed customer relationships, and effectively handled queue management. As a team member, I coordinated workflow allocation and ensured seamless operations. Additionally, I handled non-cash transactions such as DD printing, NEFT, RTGS, and funds transfers. I was responsible for utility bill payments, building maintenance, telephone bills, and vendor payments. Managing various financial products, I processed new/fresh gold loan applications, renewal and closure requests, and auction cases in collaboration with the respective CPU. Resolving customer requests and complaints within the specified timeframe was a key aspect of my role. I actively contributed to business growth by promoting the opening of current/savings accounts, loans, RDs, and fixed deposits. I performed branch operations, including voucher creation and posting. Additionally, I verified KYC and other documents for account opening across different CASA/FD products. I efficiently dealt with internal and external auditors and inspectors, ensuring compliance with statutory norms and the bank's policies. Lastly, I provided training to management trainees who joined the branch, contributing to their professional development.
Preety Kaur Education Details
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Ranchi UniversityAccounts
Frequently Asked Questions about Preety Kaur
What company does Preety Kaur work for?
Preety Kaur works for Sopra Steria
What is Preety Kaur's role at the current company?
Preety Kaur's current role is Process Executive at Sopra Steria.
What schools did Preety Kaur attend?
Preety Kaur attended Ranchi University.
Who are Preety Kaur's colleagues?
Preety Kaur's colleagues are Ben Bouzon, Andy Shaw, Arvind Yadav, Margo Wojciechowski, Martin Zurkowski, Agata Bloszczyk, Olav Indrevær.
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