Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Amrik Singh Matheru

Pune

Summary

Experienced Management Trainee successful at adapting to changing conditions and efficiently learning new processes. Performance-driven and responsible leader passionate about driving growth and improvements across the board. Brings disciplined approach to in-store operations management.

Overview

11
11
years of professional experience

Work History

Management Trainee

Genpact
Pune
05.2023 - Current
  • CDK process accurate by Genpact since May 2023 so Working with same Job Profile as working with CDK Global.

Senior Collections Specialist

CDK Global
Pune
06.2022 - 05.2023
  • Ensured timely collection of payments by phone, email, or mail.
  • Managed collections activity including contacting customers regarding past due balances and resolving billing disputes.
  • Generated weekly aging reports to track overdue payments from clients and followed up accordingly.
  • Maintained accurate records of accounts receivable transactions.
  • Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.
  • Analyzed customer account information to identify discrepancies or trends in payment history.
  • Processed invoices, credit memos, and other documents related to accounts receivable.
  • Reconciled daily cash receipts with bank deposits.
  • Prepared monthly statements for customers and sent out reminder notices when necessary.
  • Collaborated with sales team members to ensure timely collection of outstanding debts from customers.
  • Developed processes and procedures that improved the efficiency of the accounts receivable department operations.
  • Researched customer billing issues and resolved problems to facilitate receipt of overdue monies and promote good customer relationships.
  • Educated customers to facilitate online invoices and payment remittances.
  • Communicated regularly with vendors regarding invoice processing status updates.

Senior Analyst

AXA Business Services
Pune
06.2017 - 06.2021
  • B2B Outbound UK process
  • Dealing with motor insurance claims
  • Settle claim after making recovery from UK Third party insurer company
  • Meet the expected target of recovery from UK client.
  • Interact with policy holder on call/email for their queries.
  • Analyses claim and contact several source in UK like police station, third party etc to get claim information
  • Attend customer call for policy service and more updates.
  • Created training materials for new employees in the department.
  • Contributed ideas for process improvements within the team.
  • Collaborated with colleagues to resolve complex customer queries.

Senior Sales Officer

Bajaj Allianz Life Insurance
Pune
07.2014 - 05.2017
  • Developed and implemented new insurance sales strategies to increase customer base.
  • Generated leads through networking, cold calling, and referral campaigns.
  • Managed client relationships by providing prompt service and responding to inquiries in a timely manner.
  • Provided technical support and guidance on insurance policies to customers.
  • Maintained accurate records of all sales activities including quotes, proposals, payments received.
  • Utilized comprehensive knowledge of life, health, and disability insurance products to meet customer needs.

Support Officer

Mphasis Pvt Ltd.
Pune
06.2013 - 07.2014
  • Answered customer inquiries via phone, email, and chat.
  • Resolved customer issues in a timely manner.
  • Performed troubleshooting on technical problems.
  • Developed solutions to address customer complaints.
  • Promoted additional products or services to meet customers' needs.
  • Contributed ideas for process improvements within the team.
  • Identified cross-selling opportunities to increase revenue.
  • Make outbound calls to sale life insurance policies
  • Achieve goal sheet for YTD

Education

Bachelor in Commerce - Accounting And Finance

Mumbai University
Mumbai
04-2011

Skills

  • Workforce Management
  • Business Administration
  • Vendor Management
  • Staff Training
  • Financial Management

Accomplishments

  • Honor with Oscar award by Bajaj Allainz visited Australia in year of 2015 & London in year 2016 with consistency in performance
  • Recognized by CDK Global By Rising star and best performance.

Timeline

Management Trainee

Genpact
05.2023 - Current

Senior Collections Specialist

CDK Global
06.2022 - 05.2023

Senior Analyst

AXA Business Services
06.2017 - 06.2021

Senior Sales Officer

Bajaj Allianz Life Insurance
07.2014 - 05.2017

Support Officer

Mphasis Pvt Ltd.
06.2013 - 07.2014

Bachelor in Commerce - Accounting And Finance

Mumbai University
Amrik Singh Matheru