Aviraj Joshi
Worli
Summary
Results-driven professional with a proven track record at HDFC Life, excelling in MIS report preparation and database management. Adept at problem-solving and communication, I streamline processes to enhance efficiency. Proficient in Advanced Excel, I consistently deliver accurate insights that support strategic decision-making and foster strong client relationships.
Overview
8
8
years of professional experience
Work History
Associate Manager
HDFC Life
03.2025 - 06.2025
- Preparing A Daily, Weekly & Monthly MIS Reports.
- Preparing Issuance, Claim, Refund & Underwriting Reports.
- Preparing Pendency MIS.
- LNP access gives to partner.
- Handled partner queries.
- Handles Emails.
- Co-ordinate with partners.
- Scrutiny MIF form.
- Preparing Loader.
- Sending loader file for Operation team.
- MIF form uploading for LNP Portal.
- Claim request received from partner scrutiny all documents.
- Claim processing mail share with the claim team.
- Documents or FR's Received uploading for LNP portal.
- Co-ordination with Partner for any queries regards claim, Issuance & Underwriting.
- Checking to the medical cases for the pendency file.
- Medical requirement raised then shared with partner.
- Update the file every 2 days.
- Receiving the report upload from TEBT Portal.
- Fulfill the all-additional requirement.
Data Entry Operator (Executive)
SBI Cap Securities
09.2022 - 03.2025
- Preparing A Daily, Weekly & Monthly MIS Reports.
- Preparing Summary Report.
- Preparing VRM Sales team Business MIS.
- Preparing Insurance Business MIS.
- Handled partner payments.
- Handles Email queries.
- Handled Commission data received from partner.
- Commission data shared with accounts team & preparing invoice and shared with partner.
- IRDAI & POSP (Insurance) works on the process.
- Collecting data for the candidates.
- Verifying all documents.
- Sponsorship for training & exam for the candidates.
- After completed the training do the payment for exam.
- Calling candidates for exam booking and training booking.
- Preparing Checklist and uploaded for IRDAI web site.
- Download the SP Certificate and store the folders.
- Daily reporting to Manager for daily Work Status.
- Preparing contest related MIS.
- Branch Data Maintaining.
- Checking all data properly.
- Knowledge for FD, Mutual Funds, 54EC & Sovereign Gold Bond.
- Doing SGB Biding.
- Entered and maintained large volumes of data into internal systems, ensuring high levels of accuracy and attention to detail to support operational workflows.
- Conducted regular audits of data entries to identify discrepancies, implementing corrective actions that enhanced overall data integrity.
- Streamlined data entry processes by developing standardized procedures, significantly reducing processing time for incoming information.
- Collaborated with cross-functional teams to gather and verify information needed for financial reporting, improving communication and efficiency in project completion.
- Completed data entry tasks with accuracy and efficiency.
- Maintained files, records, and chronologies of entry activities.
- Scanned documents and saved in database to keep records of essential organizational information.
- Verified data files prior to entry to maintain high data accuracy.
Billing Account Executive
Manpower Servies
Mumbai
12.2021 - 08.2022
- Processed and reviewed customer billing inquiries and disputes.
- Maintained accurate billing records using company software systems.
- Collaborated with team members to resolve account discrepancies.
- Assisted clients with payment arrangements and account updates.
- Generated reports to track account statuses and billing trends.
- Conducted research into outstanding payments or credits owed to customers.
- Prepared monthly reports on customer account activity for management review.
- Maintained accurate and up-to-date records of customer account activity.
- Generated invoices for customers according to established terms and conditions.
MIS Executive
What’s On India Media Pvt. Ltd.
04.2019 - 10.2021
- Preparing A Daily, Weekly & Monthly MIS Reports.
- Preparing Summary Report.
- Check Scheduled data to be send to Client.
- Internal Team query Resolver.
- Preparing Dashboard & Update.
- Daily reporting to Manager for daily Work Status.
- Presenting monthly Meeting for the new Process.
- Managed and maintained database systems to ensure accurate data entry and reporting for internal stakeholders.
- Collaborated with cross-functional teams to implement software solutions, improving workflow efficiency and data accessibility.
- Produced tables, pivot reports and charts for use in key decision-making processes.
- Generated reports each month covering business data.
Account Assistant
Veena Pest Control Service
03.2017 - 03.2019
- Handling Day to Day petty Cash.
- Checking Clients Payment and Follow up.
- Clients Bill Processing.
- All Bank related Works.
- Clients Work Sheet Maintenance.
- Managed daily account operations, ensuring timely communication with clients and adherence to project timelines.
Education
Business Management Diploma -
Welingkar Education
01-2018
B. Com. -
N.S.S. College
01-2017
HSC -
Bhau Saheb Hirey College
01.2014
SSC -
Maratha High School
01.2012
Skills
- Ms-CIT
- Tally ERP 9
- Advance Excel
- Computer skills
- MIS report preparation
- Database management
- Document verification
- Problem solving
- Proficiency in Windows
- Presentation skills
- Communication skills
- Functional knowledge of accounting
- Functional knowledge of ERP packages
- Functional knowledge of MS Excel
- Personal skills
- Ability to work in a team environment
- Initiative
- Desire to excel
- Accounting knowledge
- System knowledge
- Proven track record of client service
- MIS reporting
- Data management
- Process improvement
Personal Information
Languages
- Marathi
- Hindi
- English
Timeline
Associate Manager
HDFC Life
03.2025 - 06.2025
Data Entry Operator (Executive)
SBI Cap Securities
09.2022 - 03.2025
Billing Account Executive
Manpower Servies
12.2021 - 08.2022
MIS Executive
What’s On India Media Pvt. Ltd.
04.2019 - 10.2021
Account Assistant
Veena Pest Control Service
03.2017 - 03.2019
Business Management Diploma -
Welingkar Education
B. Com. -
N.S.S. College
HSC -
Bhau Saheb Hirey College
SSC -
Maratha High School