Summary
Overview
Work History
Education
Skills
Websites
Languages
Hobbies and Interests
Affiliations
Certification
Timeline
Generic
Jeevan John Joseph

Jeevan John Joseph

Trivandrum

Summary

Motivated professional eager to embrace new challenges. Demonstrates a strong work ethic and adaptability, with proven interpersonal skills. Capable of working independently and rapidly acquiring new competencies.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Associate Insurance Operations

Allianz Services
Trivandrum
02.2017 - 11.2024
  • Reconciled accounts payable accounts with a 99.9% accuracy rate, resulting in improved cash flow and reduced errors.
  • Collaborated with cross-functional teams to streamline processes and improve workflows.
  • Identified and resolved discrepancies between invoices and purchase orders, saving in potential overpayments.
  • Liaised effectively with internal departments to ensure timely and accurate payments, improving customer satisfaction
  • Mentored junior associates on best practices and industry standards.

Relationship Executive

Ventura Securities Ltd
Bengaluru
06.2016 - 01.2017
  • Provided personalized investment advice to clients based on their financial goals and risk tolerance.
  • Guided clients in buying and selling shares, ensuring they made informed decisions.
  • Explained complex financial concepts like derivatives, futures, and mutual funds in a clear and concise manner.
  • Keep clients informed about current market trends and economic indicators.
  • Dispatched essential documents to clients efficiently and accurately.

Education

Master of Business Administration (MBA) - Finance

Ramaiah Institute of Management Studies
Bengaluru, Karnataka, India
07.2016

Bachelor of Commerce - Computer Application

University Institute of Technology
Trivandrum, Kerala, India
06.2014

Skills

  • Financial analysis
  • Process improvement
  • Team collaboration
  • Accounts reconciliation
  • Problem solving
  • SAP FICO
  • Data visualization
  • Power BI
  • Financial reporting

Websites

Languages

English, Malayalam, Hindi

Hobbies and Interests

Reading, Cycling, Painting

Affiliations

  • Listening to music
  • Teaching kids Accounts
  • Travelling

Certification

  • SAP FICO CONSULTANT
  • POWER BI

Timeline

Senior Associate Insurance Operations

Allianz Services
02.2017 - 11.2024

Relationship Executive

Ventura Securities Ltd
06.2016 - 01.2017

Master of Business Administration (MBA) - Finance

Ramaiah Institute of Management Studies

Bachelor of Commerce - Computer Application

University Institute of Technology

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Jeevan John Joseph