Urvashi Mishra

• Receives, matches, codes, routes and files vendor invoices
• Scans and indexes the invoices to Workflow, enters the invoice information with the coding of the taxes and routes to the Manager(s) for approval
• Scans and posts pre-paid invoices and manually issued cheques in the ERP system
• Verifies the cost code and invoice amounts in Workflow to upload the invoices and open payables in the ERP system
• Processes vendor invoice cheques and distributes accordingly
• Prepares/prints the necessary reports indicating outstanding accounts payable and obtains the Manager(s) approval to process payment
• Codes, audits and processes the payments of employee expense reports and Company credit cards in Concur
• Receives and processes monthly subsistence payments
• Processes employee expense payments via Electronic Funds Transfer (EFT)
• Posts inter-company invoices at the end of the month
• Sets-up and maintains vendor files in the ERP system
• Enters subcontracts and change orders in the ERP system
• Obtains proper documentation for subcontractor payments, processes the subcontract progress billings/invoices and distributes cheques accordingly
• Performs Purchase Journal audits
• Reconciles supplier’s statements
• Answers supplier and subcontractor inquiries
• Advises and updates the Accounts Payable Supervisor of outstanding issues
• Assists with Payroll, as required.

• Leading the insurance desk at J & K Bank for tapping all institutional and HNI clients
• Undertaking sales and business development in the designated region
• Coordinating with Branch Head and the Managers of the bank, to boost sales volume
• Advising walk-in customers at the bank to convert them into clients
• Developing, training, motivating and evaluating the team
• Educating and publicizing to customers about new product launch initiatives

Major Initiatives and Achievements

• Received ‘Star of The Quarter’ award for achieving the highest quarterly sales for my branch – INR5,000,000 on a pan-India level
• Felicitated by the International Head and MD of Metlife India
• Consistently yielding highest-ranked sales within the teams- in excess of INR500,000 every month
• Promoted to Financial Planning Consultant within a year of service from a Channel Sales Officer due to consistently performance and achieving targets.

• Undertaking diligent Credit Eligibility evaluations and processing the cases of eligible clients for disbursement of home loans
• Coordinating field investigations against the applications for loan
• Coordination with RCU (Risk Containment Unit) for due diligence of potential customers
• Responsible for daily MIS Reports and briefing to the management
• Coordinating with various Sales Managers & Sales Coordinators.
• Assisting Credit Manager for Credit Appraisals.
• Preparing CAS (Credit Appraisal Sheet

• Coordinating with CPA (Credit Processing & Appraisal) department for successful clearance and disbursement of loans
• Appraising and processing files and forwarding it for RCU (Risk Containment Unit) with comments for cases evaluation
• Coordinating loan disbursements to clients with constant follow-up on cases
• Maintaining MIS reports and critical assessment of the team performance
• Managing Field Investigations for all logged files and reporting head office on potential leads.