Nayna Patel
Mumbai
Summary
- To secure a challenging position in an organization that provides me to work and excel in a highly competitive environment, experience and sharpening my skills. "Working to grow and growing to work".
- 7+ years of experience in Operations, Administration and Insurance Process.
- Experience of operations Manager to ensure maximum efficiency and profitability, also ensure that the methods are safe effective and efficient.
Overview
13
13
years of professional experience
Work History
Sales Co-Ordinator (sales operations)
Perch Technologies Pvt. Ltd.
2024.12 - Current
- Sales Closure : Measure the closure of sales & accuracy of commitment by sales team on weekly basis
- Sales Pipeline : Monitor the sales pipeline to ensure that it is healthy and there are enough opportunities to meet sales targets.
- Activity Metrics : Track the number of meetings, etc completed by the sales team on weekly basis
- Collection : Track the collection outstanding of each sales personnel on weekly basis
- Partnership Level : Maintain active, enhance & new partnership
- Rebates : Claim & Generate Rebates with OEM's & Distributors
- Order Loading & Material Tracking: OEM's, Distributors & Partners
Operational Manager - ( Import Export Business Operations)
Shraddha Impex
2024.07 - 2024.12
- Over looking day to day company business operation. Daily coordinate with Import, Billing, warehouse & Sales team for respective department activity and task given to them.
- Setting targets and helping to achieve in best possible ways.
- Pushing them to do follow up and follow through by giving them timely training
- Conducting weekly team meetings and being a bridge between management and staff for smooth communication and create a healthy environment.
- Taking care of company events as well as helping them to find a new client business opportunity.
- Maintaining staff attendance and also taking care HR related work too as and when required
Operations Manager - PAN India (Xiaomi India Project)
ItTechies Services Pvt. Ltd.
Mumbai
2019.01 - 2024.04
- To effectively manage overall day-to-day backend operations for the company on PAN India basis.
- To maintain and develop beneficial working relationship with business network partner - Digital documentation of new and existing partners (Franchisee).
- Franchise legal responsibilities - Ensure franchisee agreement renewals, payment collection, and keeping franchisee agreements up to date with current legislation.
- Responsible towards transaction processing according to standard work and SOP.
- Plans, prioritizing the tasks and work responsibilities and also ensures that all aspects of SLA are met and develop & administer action plan for shortcomings.
- Delegate and follow-up with the team on the completion of tasks.
- Tracking of outstanding payments with an effective collections process is essential to ensure healthy cash flow for the company business.
- Collaborate with the finance team to ensure accurate reconciliations and manage financial transactions.
- SPOC person for Insurance Company (One Assist/Acko/Zopper/Go digit/Servify/ Bajaj Allianz)
- Managing end to end insurance process for the claims checking and validating it. Follow up with associated insurance company for billing as well as payment.
- To effectively communicate, lead, manage with the Area Service Managers for daily activities (Which Includes :- PJP-Pre Journey plan, My Billz, Hygiene 2.0, Consumable Buyout, Outstanding, EW sales, Insurance Renewal, GST, ZDC, Monthly Stock Audit Report)
- To ensure that all performance issues, and other issues are addressed in an appropriate and timely manner.
- Interface with ASM for their respective Service Center Accessory PO order and ensure their Accessories needs are being met.
- Ensuring the PO order is verified, keyed, submitted and is completed and flows to billing.
- Process the PO order through PRM portal (B2B sales).
- Provide senior level support for escalated orders.
- Taking care of added responsibilities as and when required.
Back Office Executive
ItTechies Services Pvt. Ltd.
2017.01 - 2019.01
- Adapt to the team needs and assist with other projects as needed.
- Update our database regularly on CRM to make sure we have current customer information readily available.
- Supporting in developing the network with Existing business leaders and professionals.
- Supporting our agents (UIB) - UIB Process - Quick Heal Insurance - by taking phone calls, checking emails, and directing customer inquiries to the appropriate department.
- Process and review insurance documentation and ensure all documents are complete.
- File and maintain customer insurance files. This information is personal and confidential.
Foreclosure Associate
Ocwen Financial Solutions Pvt. Ltd.
2012.01 - 2012.06
- Maintain and update all portfolios by State given by foreclosure management.
- Ensure maintenance of all processing of activities and administer responsiveness of alerts to determine foreclosure timeline management.
- Manage all attorney communication through mail.
- Coordinate with team of foreclosure specialists and implement all tasks as advised by team leader.
- Establish appropriate current foreclosure status of assigned accounts and design proper disposal codes.
- Perform proper calculation and prepare of payoff figures inclusive of provided debt related data to attorneys.
- Collect all files from loans vault or mortgage department and ensure transmission of accounts on legal status according to banking policy.
- Prepare all notices of default as per terms of deed of trust on mortgage.
- Assist attorney in title search operation and check all title issues in coordination with supervisor.
- Evaluate and examine file with management prior to foreclose sale date to formulate bidding instruction and communicate same to lawyer.
- Prepare charge of requests on loans resulting in deficiency balance.
Education
Bachelor of Commerce (B.Com) - Accounting and Finance
Thakur College of Science and Commerce
Mumbai01.2009
Skills
- Quick learner and good at leading the team
- Strive for quality output
- Positive attitude and enthusiasm to learn new things
- Good work ethics with good communication and interpersonal skills
- Ability to work well in both a team environment and as an individual contributor
- Capable of working in challenging and stressed conditions
Tools Application Knowledge
- Microsoft Office - Word, Excel, Pivot & PowerPoint
- Microsoft Outlook - Email
- MSM - MI Service Manager
- PRM - Partner relationship management (B2B sales)
- XMS - MI Account (CRM)
- Zopper - EW - (CRM)
Personal Information
- Date of Birth: 06/17/89
- Gender: Female
- Nationality: Indian
- Religion: Hindu
Languages
- English
- Hindi
- Gujarati
Summary
7, Operations, Administration, Insurance Process, Operations Manager, Ensure maximum efficiency and profitability, Ensure methods are safe, effective, and efficient
Professional Snapshot
To secure a challenging position in an organization that provides me to work and excel in a highly competitive environment, experience and sharpening my skills. 'Working to grow and growing to work'.
Languages
English
Beginner
A1
Timeline
Sales Co-Ordinator (sales operations)
Perch Technologies Pvt. Ltd.
2024.12 - Current
Operational Manager - ( Import Export Business Operations)
Shraddha Impex
2024.07 - 2024.12
Operations Manager - PAN India (Xiaomi India Project)
ItTechies Services Pvt. Ltd.
2019.01 - 2024.04
Back Office Executive
ItTechies Services Pvt. Ltd.
2017.01 - 2019.01
Foreclosure Associate
Ocwen Financial Solutions Pvt. Ltd.
2012.01 - 2012.06
Bachelor of Commerce (B.Com) - Accounting and Finance
Thakur College of Science and Commerce