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Associate Principal Engineer

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Dynamic Branch Manager with a proven track record at UNITY SHARED SERVICES, enhancing customer satisfaction through effective service quality improvements and relationship building. Skilled in branch operations management and adept at implementing sales strategies, consistently exceeding targets and driving revenue growth while fostering long-term client partnerships.


  An extensive and steadfast Senior Finance professional well-acquainted in budgeting, planning, preparation, monitoring and confirming financial information including general ledger and sub ledgers in accordance with GAAP.
  A skilled pioneer holding over 22 years of experience in complying with federal, state, and local statutory requirements; filing financial reports and advising management on needed actions.
  Have gained competency in enforcing financial policies, procedures, controls, and reporting systems; and developing the most efficient working plans of action to maximize return on financial assets.
  Bears a reputed career in providing effective leadership to ensure complete accountability for financial and operational performance as well as coordinating budget preparation and monthly forecast reports of financial progress within given units.
  Adept in interfacing directly with cross functional partners including compliance, legal teams & Investors, to solve problems, and communicating changes.
  Eminent in developing a reliable cash flow projection process and reporting mechanism which includes minimum cash threshold to meet operating needs. KEY ACHIEVEMENTS
  Extensive experience of setting up finance shared service centre with a team of 150+.
  Successfully transitioned various finance processes including AR/Billing/Accounting/Treasury & Cash apps from the global teams with minimum transition time.
  Successful reviewed contracts & took other cost saving initiatives resulting into savings to the tune of 10 crore.
  Led financial planning & analysis team to ensure timely completion of extensive budgeting exercise with revenue over 1500 crore.
  Managed Risk Management exercise independently & interacted with investor to ensure timely closure.
  Engaged in interaction & presentation to the company board for the Financials & new investment opportunities & business ideas.
  Involved in implementation of SAP in the organisation in the shortest possible time.
  Took over the finance function without any handover & key inputs missing. Completed 10 years tax exercise & reconciliation, without any significant support.
  Head the GST implementation exercise for 10 group entities. Successfully implementation of GST rollout without any major glitches.
  Brief experience of managing the business, in absence of Business Head. CHIEF FINANCIAL OFFICER | HEAD - FINANCE| FINANCIAL CONTROLLER Mobile:


To obtain a position that will enable me to use my strong skills in Banking, Operations and team Management to Make a Positive contribution to the organization. Dynamic Branch Manager with a proven track record in enhancing customer experiences and driving branch revenue through strategic marketing initiatives.

Dynamic and detail-driven Technical Writer with over 14 years of experience in technical documentation, service engineering, and configuration management. Adept at crafting clear, user-centric content using tools like Adobe FrameMaker, MadCap Flare, Captivate, Illustrator, and Photoshop. Experienced in Agile environments with hands-on expertise in Azure DevOps for managing documentation workflows. Passionate about mentoring and training, with a proven track record of onboarding and upskilling new team members. Currently serving as Associate Project Manager at HCL Technologies, where I lead documentation strategy, drive innovation, and foster team growth.

Detail-oriented and results-driven Tax Professional with over 2.5 years of experience in U.S. Federal and State tax compliance for corporations and partnerships. Adept at preparing and reviewing complex tax returns (Forms 1065, 1120, 1120-S), researching tax laws and treatments, and delivering accurate client deliverables under tight deadlines. Strong knowledge of taxation software (GoSystem, OneSource, CorpTax) and experience with K-1G, iPACS, and K-1 Xtract. Certified in UAE Corporate Tax, with a solid background in financial products and advisory.

Supply Chain & Commercial professional with 10+ years of experience across manufacturing, automotive, and logistics sectors. Strong expertise in procurement, vendor negotiation, cost control, inventory management, production planning, and logistics operations, with hands-on experience in SAP (PP/MM/WM) and ERP-based processes. Proven ability to align commercial decisions with operational efficiency, reduce costs, improve material availability, and ensure on-time delivery. Skilled in SAP-driven MIS reporting, vendor coordination, and cross-functional collaboration with production, finance, and logistics teams.

Como gerente de sucursal, tengo habilidades en liderazgo y gestión de equipos, buscando siempre la mejora continua y la satisfacción del cliente. Ofrezco mi experiencia en la toma de decisiones y en la implementación de estrategias de ventas efectivas.

Enterprising and versatile Branch Manager with FINRA licenses (Series 6, 63, 65) and life insurance license (licensed or brokerage associate status) successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change. Strong interpersonal skills, cultivating excellent long-term relationships with clients, maintaining ongoing interactions and facilitating solutions to address concerns.

To work with an esteemed organization where creative, challenging and innovative culture of work is carried out and also which can provide me a fertile soil for my career development, a place where my capabilities will be trusted.
Over 3.6 years of professional experience in handling insurance policies strong selling and persuasion skills excellent communication and organizational skills ability to interpret financial data, company policies and insurance laws excellent leadership and monitoring skills. Ability to coach effectively and provide constructive feedback Familiar with insurance regulations, instructions, safety rules and procedure manuals Responsible for ensuring that the insurance sales staff maintains appropriate insurance licenses. Drive to branch staff for lead generating activity for Life Insurance business. Handled the tasks of providing information on changes regarding insurance services and products. Handled the responsibilities of explaining new products and services to the team members. Assisted branch sales staff in selling insurance policies by providing insurance providers and services. Responsible for preparing reports as well as maintaining insurance policies and records. Assisted clients in areas of insurance claims and ensured the claims are paid on time. Handled customer queries and gave information about retail products and services. Experience in Team handling as a Branch Sales Manager. Handled Team of 4 BSO Establishing new corporate tie-ups by cold calling for selling CASA & other related banking products. Cross selling of General & Life Insurance Policies to our existing Saving & Current Account holders. Selling of Banking Products Like Life Insurance, General Insurance, Mutual Fund, CASA , RD, FD, SIP, FOREX,LI,GI And LOANS( AGRI,PL,BL,CC,GSTOD,DOD). Providing after sales service and helping our client on day to day transition. Suggesting our clients to buy the best insurance & Loans product available in Industry as per their requirements. Financial Management of our Individual client to invest in Mutual Fund & other investment products. Giving presentation on banking products & other various Insurance products in big Housing societies and Shop's association.
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.

Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes with strategic planning, process improvement and creating a culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Experienced with developing comprehensive marketing plans that align with business objectives. Utilizes consumer insights and market trends to create successful targeted campaigns. Track record of fostering strong team collaboration and driving measurable results.
Clerical professional with commitment to enhancing employee satisfaction and managing efficient HR operations. Proven ability to support recruitment, handle employee relations, and facilitate training programs. Known for strong collaboration skills and adaptability in dynamic work environments.

NEERAJ KUMAR

Summary

Overview

Work History

Unity Small Finance Bank Ltd. & Unity Shared Services Pvt Ltd , JMD Shared Services Pvt. Ltd

Job overview

Mitrata Inclusive Financial Services Pvt.Ltd

Fusion Microfinance Pvt.Ltd

Bhartiya Micro Credit Pvt.Ltd

Need Livlihood Micro Finance Pvt.Ltd

Job overview

Education

Dr. Ram manohar lohiya awadh university
Faizabad, UP

U P Board
Masuali Barabanki

Skills

Timeline

Branch Manager

Sr. Loan Officer

Sr. Loan officer

Sr. Loan Officer

Loan officer

U P Board

Dr. Ram manohar lohiya awadh university

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