ANKITA MISHRA

•Working in O2C process,project based on US Healthcare which includes insurance verification, netting instructions, Direct Debit run, rejection of Direct Debit, Oracle/ERP updating and medical billing.

•Implementing process improvements in insurance verification and claims processing for US healthcare projects, enhancing accuracy and turnaround time.

•Developing comprehensive audit reports and presented findings to senior management, facilitating informed decision-making and regulatory compliance.

•Conducting training and mentoring sessions for team members on best practices in receivables management and medical billing processes.

•Executing direct debit management including rejection handling and netting instructions to optimize cash flow management.

•Collaborating with insurance providers for claim corrections and patient benefit evaluations in compliance with state mandates.

• Identified and empaneled Independent Financial Distributors (IFDS) including CAs, ex-bankers, ex-wealth advisors, and insurance agents to expand JM Financial's distribution network.
• Conducted comprehensive training sessions for new IFDS on the use of digital platforms and mobile applications to enhance their capability in offering primary market financial products.
• Drove continuous sales performance by mentoring and motivating IFDS to achieve targets across mutual funds, IPOS, NFOS, corporate fixed deposits, and bonds.
• Collaborated with cross-functional teams to streamline the onboarding process of IFDS ensuring compliance with regulatory requirements and internal policies.
• Monitored market trends and competitor activities to provide actionable insights and adapt training modules to keep IFDS updated and competitive.
• Collaborated with senior management to develop and implement strategic initiatives aimed at expanding the financial distributor network and enhancing product penetration.

• Led a team of tax advisors to efficiently manage and resolve complex tax assessments and notices under various Income Tax Act sections, ensuring compliance and timely closure.
• Developed detailed tax documentation and evidence to support clients' filings and responses against original Income Tax Returns.
• Utilized the Income Tax Department's e-nivaran portal to expediently nullify outstanding tax demands and facilitate closure of pending actions.
• Provided training and mentorship to junior team members on tax assessment procedures, notice handling, and effective client communication strategies.
• Coordinated with government tax authorities and central processing units to address discrepancies related to salary, income sources, and TDS for multiple clients.