Pankaj Mayekar
Mumbai
Summary
Experienced Senior Associate/Research Analyst in logistic, Insurance, Banking operation process and Accounting field. Maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Successful at stepping into diverse positions and making immediate positive contribution.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Associate
DHL Global Forwarding Freight Shared Services
04.2022 - Current
- Handle multiple process - Gateway billing of AIR & ROAD Freight - Export & Import Globally, Direct Delivery, SRVA/B - Supporting Global Services and Shipment Enrichment process
- Responsible for maintaining & tracking of shipments (Exports & Imports)
- Hands on experience with GS-Connect application related to all the transport, import and export activities
- Responsible to record the shipment data in CARGOWISE (CW1) application, creation of job cases and process them on different priority level i.e Low, medium and high
- Work on emails sent by the business partner for Invoice related query and co-ordinate with the station supervisor for the same
- To check and analyze various data statements such as Tariff Sites, Invoices, packaging list, certificate of origin, bill of lading etc
- Ensure the smooth functioning of SOP provided by the Management
- Ensuring the TAT is been fulfilled within the provided SLA
- Understanding Business Partners requirements related to the process and delivering it
- Resolving Query’s for the Business partner and share the updates within the team
- Training and development withing the team
- Responsible to handle complete SPOC activities for team along with supervision of Lead and Manager.
Senior Associate
Concentrix Daksh Services India Pvt. Ltd. [IBM]
02.2008 - 01.2022
- Allocate & monitor work as per the SLA and resource availability
- Achieve targets to maintain productivity, quality, and service standards
- Meet and track the SLA and TAT of the various processes in the team
- Responsible for new updates on product & procedures for continuously improving and enhancing the quality of work delivered
- Reduced Query percentage and error percentage for the process requirement
- Responsible for providing data analysis and preparing MIS reports as requested
- Responsible for keeping original insurance policies safe
- Prepare documents for training and conduct training to newcomers and refresher training to the backfills of those who migrated from other teams
- Measure and review performance and productivity of the team to ensure high quality and accuracy as a manager’s backup activity
- Provide timely and accurate responses to data requests and inquiries regarding insurance programs and premium allocations
- Responsible for organizing underwriting data requests, completing insurance applications, and creating underwriting submissions for insurance renewals
- Responsible for providing analysis for underwriting, claims, budgeting, and investment decision-making
- Addressing various queries, issues, and grievances raised by the clients and resolving those at the earliest possible time
- Handled calculation of premiums ensured accurate and complete documentation
- Verify the documents and process the different financial requests like loan against the policy, rollover the policy to another company, surrender the policy as per customer requirements partial or full
- EFT change, Bank changes, payment mode change, payer owner insured name change, address change, etc
- Reviewing the higher value policy’s while doing rollover and surrender to achieve the accuracy level as determined by the client
- Accountable for settling vendor claims after thorough verification, keeping track of all the Renewal.
Team Member
JP Morgan Chase
10.2005 - 02.2008
- Banking Receivable operations - Treasury & Securities Services
- Processes the payments of global clients
- Identify, verify and capture the information from the check and bill images and validate the same into the system
- Encodes the checks with the intended amount to be remitted to the receiving customer
- Allocate the funds (excess & intent) as requested
- Quality Check – To check the financial transactions and match the payments before the remittance
- Created spreadsheets using Microsoft Excel on a daily, weekly, and monthly basis for various productions site & reported to respective Team leader or Process Manager
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Developed and implemented performance improvement strategies and plans to promote continuous improvement
- Maintained excellent attendance record, consistently arriving to work on time
- Exceeded goals through effective task prioritization and a great work ethic.
Junior Accountant
AL-Gyas Export Pvt. Ltd
12.2004 - 09.2005
- Responsible for Accounting & Inventory Transactions
- Maintain day-to-day transactions of administrative, local & export expenses
- Updating daily cash/bank balances according to banker’s conversation
- Prepare Bank Reconciliation Statements, Inter-Company reconciliation
- Handle accounts of Debtors & Creditors
- Obtain reports and stocks summaries from the shipping companies and verify with the statement of actual stock received by the client
- Maintain and record the transactions of all expenses related to shipping and exports into the system
- Maintain daily Stock Reports in tally (as pr Daily Arrival / Dispatch reports of GRN & GDN, Records of Stock Journal as per Job Sheets of the Production department
- Prepare monthly Stock Summary, Purchase-Sales summary & submit it to Banks & Insurance companies
- Prepare Stock reconciliation statements
- Reviewed financial documents to verify accounting data and mathematical accuracy.
Education
Bachelor of Commerce -
Mumbai University
03.2003
Skills
- Computer Proficiency
- Proactive Self-Learner
- Teamwork & Collaboration
- Planning & Coordination
- Multitasking and Prioritization
- Analytical & Problem-Solving Skills
- Accounts and Inventory Management
- Invoice Preparation and Processing
- Accounts Payable & Receivable
- Schedule Management
Certification
- Completed trainings - Certified International Forwarder and Global Service Center Specialist, organize by Certified Trainers of DHL Global Service such
- DCCA “Diploma in computer commercial Application” from CSI [Computer Station Institute]
- All MS Office Applications, Accounting Applications- Tally 5.4, Tally 6.3, Tally 7.2, Hardware Applications - Computer peripherals & assembling the PC up to Software installations.
Personal Information
- Passport Number: G6250409
- Date of Birth: 03/01/83
- A-wing/ 701, Om Suryodaya Co. Op. Hsg Society Ltd. Shiv Vallabh Cross Road, Rawalpada, Dahisar East,Mumbai-400068
Hobbies and Interests
Aquarium pet lover, love to travel and visit new places.
Activities
Participates in different cultural activities, fun activities and many more employee engagement program.
Accomplishments
- During concentrix career - Got an opportunity to handle complete SPOC activities for team and promoted as Senior Advisor to streamline the migrated process within a year under supervision of Managers.
- During IBM career - Awarded as good performer for achieving production targets consistently with 100% accuracy and efficiency under DQC and Team Accuracy Project.
Timeline
Senior Associate
DHL Global Forwarding Freight Shared Services
04.2022 - Current
Senior Associate
Concentrix Daksh Services India Pvt. Ltd. [IBM]
02.2008 - 01.2022
Team Member
JP Morgan Chase
10.2005 - 02.2008
Junior Accountant
AL-Gyas Export Pvt. Ltd
12.2004 - 09.2005
Bachelor of Commerce -
Mumbai University
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