Yashika modi

I help resolving CRM-related queries for Sales and Business Development teams to ensure smooth operations. I also assist in the designing and development of new CRM modules, coordinating closely with the development team. Thus, helps in effective collaboration between sales and technical teams to align business needs with system improvements. Additionally, I am responsible for generating the reports and I also evaluate the market hygiene audits

I worked as an Executive Assistant to the Regional Branch Head, where I coordinate with multiple branches and oversee their daily operations. My responsibilities include entering invoice vouchers into the system, approving vouchers submitted at the branch level, and handling loan approvals. I also prepare reports and presentations using Excel tools such as VLOOKUP and Pivot Tables. In addition to my administrative duties, I support HR functions by generating employee codes for offer letters and assisting with onboarding processes.