At IDFC First Bank, I process daily deposits, withdrawals and cheque cashing, and balance the cash drawer. I also help customers with account-related inquiries and routine banking issues.
At IDFC First Bank, I verify KYC information, perform customer due diligence and maintain AML records, MIS reports and documentation.
At Kotak Life Insurance, I reviewed customer and policy documents for primary underwriting and compliance with KYC and underwriting guidelines. I also handled customer verification, MIS reporting and policy follow-ups.
At Kotak Life Insurance, I managed policy operations across new business processing, policy servicing and documentation. Earlier, as an Accountant Intern at Plato Tech Industries, I prepared cash and delivery vouchers, helped track assets and materials, and contributed to billing.
