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Virtual Assistant - Pragnya G


4+ years' experience as Admin Asst in banking and customer relation


Service Description

OBJECTIVE: - Motivated and customer-focused finance professional with over three years of experience in cashiering, back-office operations, and financial product proselling. Skilled in handling customer transactions, cross-selling insurance, mutual funds, and fixed deposits, and ensuring accurate documentation and compliance. Seeking an opportunity in the banking or financial services sector where I can utilize my communication skills, financial knowledge, and customer relationship abilities to contribute to organizational growth. PROFESSIONAL EXPERIENCE: - Executive – Accounts (Back Office BOPS & Cashier) Mahindra Finance, Gulbarga, Karnataka December 2021 – January 2026 Over 4 years of experience in cash handling, billing, daily reconciliation, and customer service. Assisted customers by addressing queries and recommending suitable financial products such as insurance, mutual funds, and fixed deposits. Managed daily cash operations, including receipts, refunds, and balancing cash registers. Actively involved in proselling and cross-selling to both new and existing customers. Supported loan disbursement processes by verifying KYC documents and handling ACH, SPDC, PDDs, and post-dated cheques. Ensured accuracy and compliance in account activation and documentation. Delivered quality customer service, contributing to a high rate of repeat customers. EDUCATION: - M.Com – Govt First Grade Women’s Degree College, Kalaburagi (61.37%) B.Com – Godutai Dodappa Appa Women’s Degree College (83.48%) PUC – MGD Appa Women PU College, Kalaburagi (66.5%) SSLC – Maharshi Vidya Mandir (84.48%) PROJECT:- Loans and Advances in Karnataka Gramin Bank – Study on loan procedures and processes supporting financial needs and reducing customer financial stress. SKILLS & LANGUAGES: - Cash Handling, Customer Service, Accounts Management, Communication, Relationship Building Languages: English, Kannada, Hindi

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