Sonali Pusdekar

Professional Summary

Around nine years of experience in handling operations and marketing for various financial products.

Experience in US Medical Billing (RCM – Revenue Cycle Management)

Handling Insurance Verification for clients covered by US Health Insurance Providers.

In-depth knowledge about various financial products and services viz Insurance, Mutual Funds, IPO’s, Bonds, Post Office schemes, company fixed deposits, pension schemes etc.

In-depth knowledge about Insurance back-office management.

Experience in various funds Management, accounts management, customer interaction and MIS reports generation for management review.

Excellent analytical & problem-solving skills with ability to objectively evaluate data, for effective assessment and decision making.

Ability to take up challenges with positive attitude and to deal with demanding circumstances with ease.

Meticulous and organized work ethics coupled with a target-oriented approach in accomplishing tasks within stiff deadlines.

Excellent networking skills, resulting in effective interaction with higher level authorities and customers.

Excellent communication & interpersonal skills, a resourceful team member and leader.

Familiar with Advance Excel (Pivot tables, index Matching, Vlookup, Hlookup) MS Office 2000 and modern ERP tools like SAP.

Experience Summary

Trainee Associate - Feb 2022 – Jun, 2022 First Insight Corporation, Pune

Operations Manager - May 2008 – Feb, 2014 Comfort Securities Limited, Mumbai

Associate (IFA Group) - Oct 2007 – Mar, 2008 JM Financial, Mumbai

Relationship Manager - Oct 2006 – Sept, 2007 IL & FS Investsmart, Mumbai

Asst Client Relationship Manager - Nov 2005 – Aug, 2006 Bajaj Capital Ltd., Mumbai Educational Qualification

MBA (Master of Business Management) from Pune University in 2005 with specialization in Finance.

B.Com (Bachelor of Commerce) from Mumbai University in 2002

Computer Literacy - Windows 95/98/MS Office 2000; Tally 6.3; SAP FI / CO

Language Proficiency – English, Marathi, Hindi

Certifications

Passed Fundamental Analysis Module of NCFM

Passed FEDAI-NSE Currency Futures Module of NCFM

Passed Derivatives Market (Dealers) Module of NCFM

Passed Commodities Market Module of NCFM

Passed Capital Market (Dealers) Module of NCFM

Flat No 302, Sai Prasanna Appt., Narendra Nagar, Nagpur. Maharashtra Mobile No. : +91-967******* Email: adwjed@r.postjobfree.com Professional Experience

Trainee Associate - Feb 2022 – Jun 2022

First Insight Software Solution India (P) Ltd. Pune First Insight is product-based software company in health care domain. Our product is EHR (Electronic Health Records) and PMS (Practice Management System) software for Eye Care and other Health Insurance segment. We provide high-quality software solutions, support and training to nearly 1,200 ophthalmic practices in U.S and Canada.

Responsibilities

Checking Plan benefits on insurance portal.

Sending daily eligibility spreadsheet to clients.

Maintain patient demographic information and data collection systems.

Verify Insurance Eligibility for both medical and vision insurances for upcoming appointments by utilizing. online websites or by contacting the carriers directly.

Review patients’ deductibles & copays and enter into billing system & spreadsheet provided to the front end.

Enter insurance referrals as needed.

Maintain strictest confidentiality; adhering to all HIPAA guidelines/ regulations.

Assist in development & communication of SOPs for key areas, to improve accuracy and understanding of processes.

Screening referred self-pay patients for programs such as Medicare, Medicaid, Medicaid for nursing home placement, QMB, SSI, federal program.

Submit daily performance metrics.

Provide excellent customer service to both incoming and outgoing enquires.

Participate in educational activities and attend monthly staff meetings Manager - Operations May 2008 – Feb 2014

Comfort Securities Limited, Mumbai

Comfort Securities Limited is a well diversified financial services organization offering a range of financial Products and services through its group companies. CSL provides automated trading platforms and Non Banking Finance Activities covering primary market, investment solutions, debt services, capital market

(equity, derivatives & CDSL), currency derivatives, Responsibilities

Handling Mutual Funds division and end to end operations (MF trade processing).

MF corporate action process like dividend payout /dividend reinvestment issue to clients by coordinating with RTA/AMC.

Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.

Coordination with RTA.

Smooth Branch coordination - to ensure minimal complaints and quick resolution of it.

Handling various day to day transaction activities.

Monitoring activities and handling evaluation of Agents performance

Processing of Applications for new entities by uploading in DBMS software.

Ensuring Agents are compliant with Regulatory framework.

Support to sub agents regarding transactions, software installation, reimbursements and reconciliation.

Administrative support for all data entry on daily basis with MS Excel. Associate (IFA Group) - Oct 2007 – March2008

JM Financial, Mumbai

JM Financial is an integrated financial services group, offering a wide range of services to a significant clientele that includes corporations, financial institutions, high net-worth individuals and retail investors. Independent Financial Advisor Group (IFA Grp) focuses on Primary market Mutual Fund, IPO's, Fixed Deposits and Bonds. Responsibilities

Developing and servicing HNI customers, including offering investment advisory services in consultation with our research team.

Providing expert guidance to customers in Mutual fund, equities, investment strategies and portfolio management.

Marketing Mutual Funds through Direct and Indirect channels viz Brokers and sub-Brokers.

Handling Back Office operations in Primary Market Segment.

Preparing Monthly MIS report and presenting the same to Regional Head.

Leveraging Cross-sell opportunities through collective team efforts.

Organizing Events and other activities to market the NFO`s.

Handling Walk-In Customers and guiding them on different financial investment avenues. Also Handling MNI, RETAIL client base.

Relationship Manager - Oct 2006 – Sept 2007

IL & FS Investsmart, Mumbai

IL&FS is an Indian Infrastructure Development and Finance Company. It is a retail brokerage firm. It offers financial solutions in Equities, Mutual funds, debt, G–sec products to its clients both institutional and retail. The company has strong domain expertise and brand equity with a State-of -the-art technology backbone, physical infrastructure & processes to provide services with maximum reliability. Responsibilities

Acquisition of new HNI customers and providing service to existing and new clients.

Advising customers on movement of Mutual fund, equities, investment strategies & portfolio management.

Analyze financial requirements of customer and match with company’s product offerings.

Marketing Mutual Funds through Direct and Indirect channels viz Brokers and sub-Brokers.

Preparing Monthly MIS report

Enhancing Cross-sell opportunities through collective team efforts.

Organizing Events and other activities to market the NFO`s.

Handling Walk-In Customers and advising them on different financial investment options. Asst Client Relationship Manager - Nov 2005 – Aug 2006 Bajaj Capital Ltd., Mumbai

Bajaj Capital Group is India’s foremost Investment Advisors and Financial Planners -offers advice on Mutual Funds, Insurance, Bonds, Fixed Deposits, pension schemes etc. Responsibilities

Identify and develop a base of HNI, MNI and RETAIL clients for various financial products and services of Branch viz Insurance, Mutual Funds, IPOs, Bonds, Post Office schemes, company fixed Deposits etc.

Maintaining the Portfolio of existing Valued Customers and advising them about appropriate investment options using 360-degree financial Planning.

Maintaining, evaluating and churning the Portfolio of existing clients.

Informing existing customers about new NFO’s and explaining features of these NFO’s.

Informing existing customer about the status of their portfolio on regular basis using CRISIL service.

Maintaining MIS and Coordinating with Branch Manager and Regional Head.

Handling Walk-In Customers & guiding them about different financial products.

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