Sales Insurance

PANKAJ ARORA

E- Mail: **.*******@*****.***

Contact details- +919*********

Objective

I wish to work in an employee friendly and open doors policy environment. I would like to work with an organization where I can grow professionally as an employee by contributing to the achievement of the Organizational objectives and also as an individual by achieving the objectives which I have set out for myself .

Academic Qualification

2010: MBA Finance– Sikkim Manipal University

2004: B.Com, from Allahabad University.

2001: I.S.C. (Com. A/Cs, Eco, Hindi, English) from B.H.S. Allahabad.

1999: I.C.S.E. (Com, A/Cs, Eco, Hindi, English, Soc, Sci) from B.H.S. Allahabad.

Work Experience

Working with Genpact as AR Analyst – Finance & Accounting Dept (Order-To-Cash) since Oct 4th'2010 To till date.

I am working as AR Analyst whose job is to service Panasonic North America clientele,

wherein I am handling portfolio of McDonalds Corporate Accounts and Enterprise accounts which amounts to $25 million approximately. This is an independent and varied role that requires flexibility and the ability to prioritize.

Genpact’s Order-to-Cash practice provides end-to-end solutions for the entire customer-to-cash lifecycle driving transformation through our proprietary OTC platform suite, GenPower. We manage upstream processes, often referred to as Order-to-Bill, that include setting up customers and their contracts, assessing credit risk, and managing order fulfillment. We also handle downstream processes, or Invoice-to-Cash, such as collecting and applying cash payments and resolving customer disputes and deductions.

Work Profile

Setting up customers and their contracts

Assessing credit history of the accounts in-order to forward the request for tolerance increase of the credit line depending orders to be released vs total exposure of the account vs payment in transit vs existing credit line.

Analysing accounts for the orders on hold status with respect to order fulfillment.

Managing upstream & downstream processes - Order-to-Bill & Invoice-to-Cash

Contacting Corporate Accounts for past due invoices.

Downloading the remittance advice from Corp Accounts, processing checks, wires and credit card payments.

Reconciliation of accounts – Bifurcation of payments received from Corp Accounts with respect to particular invoices.

Resolving customer disputes and deductions.- coding valid invalid deduction

Working on ERP SAP – Accounts Receivables

Majorly involved into reports generation from SAP for a team of 10 AR Analyst.

• Analyzing Aged Trial Balance Trending.

• Cash Forecasting Report

• COA – Deductions – Invoices – Credits Standing on the Accounts.

• Recognizing Portfolio size at the beginning of the month.

• Towards Month-End Trending Report (recognizing invoices standing on the accounts on a daily basis towards the month end closing date)

Worked as Sr.AR Analyst (accounts recievable) with MetLife –Institutional Business Division since Sep’ 2007 till Aug’ 2009.

Institutional Business provides a broad range of group insurance and retirement and savings products to corporations and other institutions. These range from the largest FORTUNE® 500 companies to small-business owners, serving 61,000 group customers with approximately 39 million people

Work Profile

The Job involves dealing with Corporate Clients (Group Insurance). This profile is diverse and includes activities like,

Applying Cash payments received from clients and verifying the calculations with an existing rate offered.

Managing the billing aspects primarily related to Group Insurance.

Carrying out First Bill Auditing of New Clients who have opted for Group Insurance from MetLife.

Analysis & Reconciliation of Accounts for the Groups on a monthly basis, which is called Due and Unpaid.

Providing facilitation services to the Groups for any policy related requirements.

Follow-up with corporate clients on regular basis for due and unpaid amount.

Query resolution, coding valid invalid deduction.

Accountable for MIS Report.

Worked with Converges India Services (BPO) since May 2004 till June 2007 as Sr. Customer Care Officer. Convergys Corp. (NYSE: CVG) is a $2.3 billion company in integrated billing; employee care and customer care services and is one of the ‘Fortune Most Admired Company’. Its headquarters are based in Cincinnati, Ohio, (USA) and has a global presence in over 60 countries and employs more than 60,000

people. I had a Portfolio in one of its financial verticals. I was working as a Sr. Customer Care Officer whose job is to service Citibank clientele.

Career Recognisations / Achievements:

Convergys quarterly champion (Sept 2004).

Convergys quarterly champion (Jan 2005).

Convergys DMOQ: Direct Measures of quality award (Sept2004).

Convergys DMOQ: Direct Measures of quality award (July. 2005).

Convergys Powered by People Commitment award winner 2004.

Citi NRI award for making most compliant sales(Aug-Oct 2005)

Citi NRI award for being consistent performers in sales(Oct-Dec 2005)

Skills

Excellent Communication Skills in English (Verbal & Written)

Strong analytical & numerical skills –Excel

Good IT proficiency and Internet exposure.

Excellent ability to demonstrate innovation and good judgment/problem solving skills when making decisions.

Strong ability to coach, develop action plans, which maximize performance, and provide effective feedback.

Ability to analyze and improve work processes and policies.

NIIT CWC certified (Java, Linux, HTML, SQL Server)

Personal Details

Date of Birth : 07-07-1981

Nationality : Indian

Passport : G0350367

Father’s Name : Mr. I. S. Arora

Permanent Address: Flat No. L-3, Jyoti Apartment, Civil Lines, Allahabad

Current Address: Plot # L-49, IInd Floor, Janakpuri,New Delhi-10018.

Date:

Signature

Contact this candidate