Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
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Lalit Jakhar

Financial Analyst
Jhajjar,India

Summary

Focused Finance, IT and Call centre professional with success and proven ability in delivering unbiased perspective to solve disputes. Accomplished in collecting supporting information, drafting and reporting comprehensive documentation and leading agreements to resolve complex problems. Driven to strictly follow applicable laws and ethical procedures for all cases. Experienced Analyst & Leader with over 11 years of experience in IT and finance industry. Excellent reputation for resolving problems and improving customer satisfaction. Enthusiastic Financial Analyst eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of accounting and human behavior and training in management. Motivated to learn, grow and excel in finance sector.

Overview

1
1
Certification
17
17
years of post-secondary education
9
9
years of professional experience

Work History

Dispute & Fraud Analyst

American Express
New Delhi, India, India
07.2014 - 10.2019
  • Reviewed and analyzed opposing sides of disputes to objectively assess situations from legal perspective.
  • Used sound judgment and available resources to make well-informed decisions for case approval or denial.
  • Kept up to date on industry information, system changes, network rules and compliance issues.
  • Used mediation techniques to facilitate communication between disputants, to further parties' understanding of different perspectives and to guide parties toward mutual agreement.
  • Informed parties of relevant laws, regulations and constraints for cases.
  • Handled day-to-day running of disputes, customers accounts, and fraud analysis ensuring high levels of productivity and progression.
  • Led projects and analyzed data to identify opportunities for improvement.
  • Worked with the United States of America customers to understand needs and provide excellent service.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
  • Increased customer satisfaction by resolving payment, disputes, fraud and accounting issues.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.

Technical Manager

Omar Health Care
Baddi, Himachal Pardesh
01.2012 - 05.2014
  • Guided, coached and lead project teams, delegating tasks and evaluating performance and progression of project pace.
  • Met with clients to gather and understand requirements and coordinated with system administrators and directors to plan and schedule project activities.
  • Recruited and trained IT team members.
  • Analyzed company processes to determine outsourcing feasibility.

Customer Service Associate

Dell International
Mohali, Punjab
11.2010 - 12.2011
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Offered friendly and efficient service to all customers, handled challenging situations with ease.
  • Delivered exceptional level of service to each customer by listening to concerns and answering questions.
  • Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
  • Managed high levels of call flow and responded to Dell consumers technical support needs.

Education

Masters in Computer Application - Information And Technology

Punjab Technical Univeristy
Jalandhar
04.2012 - 05.2014

Bachelors of Computer Application - Information And Technology

Punjab Technical University
Jhalandar
09.2008 - 06.2011

Diploma - Software Engineering

NIIT
Panchkula
06.2007 - 02.2009

Schooling - Commerce

Army School
Mumbai
04.1995 - 04.2005

Skills

    Interpersonal Communication

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Accomplishments

Collaborated with team of 8 in the development of boot camp.

  • Supervised team of 12 staff members at American Express.
  • Top 5th Resident Expert - 2016
  • Centurion Club Award - 2016
  • Ambassador Q2 - 2016

Certification

CCNA & CCNP

Interests

Spending time with my family

Playing Pool

Motorcycling

Swimming

Prepare Various National and International Cuisines

Timeline

Dispute & Fraud Analyst

American Express
07.2014 - 10.2019

Masters in Computer Application - Information And Technology

Punjab Technical Univeristy
04.2012 - 05.2014

CCNA & CCNP

03-2012

Technical Manager

Omar Health Care
01.2012 - 05.2014

Customer Service Associate

Dell International
11.2010 - 12.2011

Bachelors of Computer Application - Information And Technology

Punjab Technical University
09.2008 - 06.2011

Diploma - Software Engineering

NIIT
06.2007 - 02.2009

Schooling - Commerce

Army School
04.1995 - 04.2005
Lalit JakharFinancial Analyst