Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Personal Information
Job Profile
Languages
Timeline
Generic
Niket Nitin Vichare

Niket Nitin Vichare

Borivali (West),MH

Summary

Account Assistant with a Bachelor in Commerce and experience in a CA firm. Proficient in managing invoicing and billing processes, ensuring high customer satisfaction. Strong organizational skills and a commitment to teamwork, with proven abilities in prioritization and multitasking. Dedicated to enhancing customer interactions and driving loyalty through effective support and service.

Overview

5
5
years of professional experience

Work History

Clerk

Om gorai nagarik patsatta bank
mumbai, Maharashtra
01.2023 - 01.2024

• Maintained filing system and organized customer documents for easy retrieval of information.
• Enhanced office organization with regular maintenance of files, records, and supplies inventory.
• Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
• Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
• Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
• Improved customer satisfaction by promptly answering inquiries and providing accurate information.
• Ensured confidentiality of sensitive documents through proper storage methods and restricted access control implementation.
• Processed mail accurately and efficiently, ensuring that all correspondence was distributed to the correct recipients in a timely manner.
• Maintained a professional atmosphere within the office setting through effective communication skills and polished presentation abilities.
• Trained new clerks on company procedures and software tools effectively contributing to their integration into the team.
• Implemented innovative recovery strategies that increased the success rate of collections while maintaining a positive customer experience.
• Negotiated settlements with debtors that resulted in mutually beneficial arrangements while protecting company interests.
• Maintained detailed records of all collection activities, ensuring accurate reporting and proper case documentation.
• Improved company''s recovery rate by efficiently managing a portfolio of overdue loans and credit card accounts.
• Contributed to risk management initiatives by identifying potential issues within loan portfolios and recommending appropriate action plans.
• Exceeded monthly targets consistently throughout the tenure due to consistent follow-up activities combined with effective negotiation skills.
• Trained new team members on best practices in collections and recovery, contributing to their professional development and success within the department

Accountant

CA GEETIKA JA
mumbai, Maharashtra
02.2021 - 01.2023

• Maintained high standards of customer service by building relationships with clients.
• Identified potential risks in client businesses and recommended appropriate insurance coverage.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
• Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
• Expanded client base by actively prospecting for new business opportunities and generating referrals.
• Worked closely with other team members to optimize sales strategies and achieve regional goals.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
• Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
• Built strong relationships with clients through consistent communication and excellent customer service.
• Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
• Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
• Cross-sold insurance products to existing clients to reach sales targets.
• Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
• Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
• Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Mentored junior agents, sharing industry insights and best practices for success in the field.
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Streamlined administrative tasks, improving overall office efficiency and productivity.
• Utilized CRM software to manage client relationships.
• Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
• Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
• Analyzed claim patterns to recommend policy adjustments, reducing risk and preventing future losses.
• Implemented client feedback system to gather insights and improve service delivery continuously.
• Fostered team-oriented environment that encouraged collaboration and shared success among agents.
• Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
• Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company profitability.
• Boosted sales team morale and performance by leading informative training sessions on new products and sales techniques.
• Enhanced client portfolio value by recommending personalized insurance solutions based on individual risk assessments.
• Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
• Conducted comprehensive market research to stay ahead of industry trends, ensuring clients received most up-to-date policy advice.
• Spearheaded digital marketing campaign that increased online inquiries and sales conversions.
• Negotiated with service providers to offer exclusive deals for clients, adding value to their policies.

Insurence selling agent

invesment care llp
mumbai, Maharashtra
01.2019 - 01.2021

• Maintained high standards of customer service by building relationships with clients.
• Identified potential risks in client businesses and recommended appropriate insurance coverage.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
• Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
• Expanded client base by actively prospecting for new business opportunities and generating referrals.
• Worked closely with other team members to optimize sales strategies and achieve regional goals.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
• Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
• Built strong relationships with clients through consistent communication and excellent customer service.
• Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
• Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
• Cross-sold insurance products to existing clients to reach sales targets.
• Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
• Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
• Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Mentored junior agents, sharing industry insights and best practices for success in the field.
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Streamlined administrative tasks, improving overall office efficiency and productivity.
• Utilized CRM software to manage client relationships.
• Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
• Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
• Analyzed claim patterns to recommend policy adjustments, reducing risk and preventing future losses.
• Implemented client feedback system to gather insights and improve service delivery continuously.
• Fostered team-oriented environment that encouraged collaboration and shared success among agents.
• Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
• Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company profitability.
• Boosted sales team morale and performance by leading informative training sessions on new products and sales techniques.
• Enhanced client portfolio value by recommending personalized insurance solutions based on individual risk assessments.
• Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
• Conducted comprehensive market research to stay ahead of industry trends, ensuring clients received most up-to-date policy advice.
• Spearheaded digital marketing campaign that increased online inquiries and sales conversions.
• Negotiated with service providers to offer exclusive deals for clients, adding value to their policies.

Education

Master of Commerce -

Mumbai University
Santa Cruz

Bachelor of Commerce -

Bhausaheb Vartak collage
Borivali

H.S.C -

Dr. T.R. Naravane Junior College of Commerce
Kandivali

S.S.C -

M.S.C.I.T -

Maharashatra State Certificate in Information Technology

CERTIFICATE IN FINANCIAL ACCOUNTING -

Savitribai Phule Pune University & ETH Research La

AUTOMOBILE -

Kohinoor Technical Institue

Skills

  • GST and ITR filing
  • RERA compliance
  • Internal auditing
  • Data entry and processing
  • Client relations management
  • Organizational skills
  • Professional communication
  • Decision making
  • Team collaboration

Languages

  • English
  • Hindi
  • Marathi

Hobbies and Interests

  • Reading
  • Driving
  • Keep myself updated of whereabouts

Personal Information

  • Date of Birth: 03/05/97
  • Nationality: Indian
  • Marital Status: Unmarried

Job Profile

  • Seeking assignments preferably as an Account Assistant with a reputed organization.

Languages

Marathi
Native language
English
Intermediate (B1)
B1

Timeline

Clerk

Om gorai nagarik patsatta bank
01.2023 - 01.2024

Accountant

CA GEETIKA JA
02.2021 - 01.2023

Insurence selling agent

invesment care llp
01.2019 - 01.2021

Master of Commerce -

Mumbai University

Bachelor of Commerce -

Bhausaheb Vartak collage

H.S.C -

Dr. T.R. Naravane Junior College of Commerce

S.S.C -

M.S.C.I.T -

Maharashatra State Certificate in Information Technology

CERTIFICATE IN FINANCIAL ACCOUNTING -

Savitribai Phule Pune University & ETH Research La

AUTOMOBILE -

Kohinoor Technical Institue
Niket Nitin Vichare