Summary
Overview
Work History
Education
Skills
Personaldetails - Contact
Timeline
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Pratick Kasera

Pratick Kasera

Kolkata

Summary

Dedicated and results-oriented professional with a proven track record in financial operations and insurance management. Seeking a challenging career opportunity with a prestigious organization where my commitment to excellence, strong analytical skills, and passion for fostering client relationships can be utilized to drive substantial growth. Eager to contribute my expertise in optimizing operational efficiency, ensuring compliance, and delivering exceptional customer service. Aspiring to be a valuable asset in a dynamic and rewarding industry, where my skills and determination can make a significant impact.

Overview

20
20
years of professional experience
5
5
years of post-secondary education
4
4
Languages

Work History

Senior Accounts Officer

Royal Sundaram General Insurance Co. Ltd.
4 2018 - Current
  • Diligently manage banking reconciliation processes for 12 banks, ensuring accuracy and financial integrity in all transactions
  • Previously, within the Finance Team, oversaw comprehensive employee reimbursement procedures covering diverse expenses such as mobile bills, HR expenses, sundry expenses, local conveyance, and travel for entire region comprising 23 offices
  • Expertly handled cash and cheque deposition tasks for the Kolkata Branch, demonstrating precision in financial transactions
  • Maintain meticulous reconciliation files for cash cases across the entire Eastern Region, guaranteeing consistency and compliance
  • Prepare detailed Management Information System (MIS) reports for bounced cheque cases, proactively following up on recovery efforts to minimize financial discrepancies
  • Stay abreast of industry changes, processes, and system updates, ensuring seamless adaptation and compliance at all times
  • Facilitate real-time payment links to customers for premium collections, enhancing customer experience and optimizing financial operations.
  • Increased efficiency in account reconciliations through automation initiatives and enhanced system utilization
  • Evaluated and improved financial records to make important business decisions
  • Improved cash flow management through meticulous budgeting, forecasting, and regular financial reporting to stakeholders

Accounts Officer

Royal Sundaram General Insurance Co. Ltd.
06.2012 - 03.2018
  • Generated policies for the Agency & Retail Vertical, overseeing 14 BDo's, ensuring seamless policy issuance and client satisfaction
  • Maintained a comprehensive daily Management Information System (MIS) for policies, meticulously tracking posted policies and managing pending cases
  • Proactively monitored pending cases in collaboration with respective BDOs, ensuring swift resolutions and customer contentment
  • Led the generation of accurate and reconciled reports tailored to meet the demands of senior management, ensuring data integrity and informed decision-making
  • Spearheaded Operations and Finance activities when deployed to the Agency Office in Aug'2014, showcasing adaptability and multifaceted expertise
  • Assumed the additional responsibility of efficiently handling cash and cheque receipts, maintaining meticulous records and ensuring financial accuracy
  • Managed premium deposits to the CMS team while concurrently overseeing receipting processes for all branches across the Eastern Region (22 branches), ensuring streamlined financial transactions.

Manager

Murlidhar Ratanlal Exports Ltd.
06.2011 - 12.2011
  • Maintaining tie-ups with the co-operatives unions for purchase of Jute Bags, Coffee Bags and Jute clothes
  • Follow-up with co-operatives for recovery of the outstanding amount
  • Was in charge of the Bonded Ware House and Factory
  • Maintenance of weekly stock at factory
  • To visit at the port for clearance of the containers from the port to factory after the verification of the containers
  • Handling daily official, operational and administrational issues.

Head Office Operation Executive

Magma Fincorp Ltd.
06.2008 - 06.2011
  • Managed precise MIS for motor policies, ensuring regulatory compliance and accurate tracking of endorsements and cancellations
  • Oversaw MIS for 28 nationwide Strategic Business Units, providing valuable insights for strategic decisions and policy renewals
  • Efficiently communicated file backlogs via MIS, facilitating prompt resolutions and maintaining data integrity
  • Utilized MIS data for proactive communication with insurers, optimizing policy issuance timelines and minimizing errors
  • Analyzed MIS trends, driving operational improvements and enhancing overall efficiency
  • Integrated MIS insights into weekly visits, expediting pending matters and ensuring compliance with policy issuance timelines
  • Monitored policy issuance MIS metrics, implementing corrective actions and maintaining accurate records for service level agreements.

Branch Operation Executive

ICICI Lombard GIC Ltd.
07.2004 - 06.2008
  • Proven track record in building strong client relationships, enhancing service deliveries, and ensuring customer satisfaction
  • Possess exceptional interpersonal, communication, and analytical skills, demonstrated through successful Training & Development, team management, and Customer Relationship Management
  • Proficient in Operations, Banking, Administration, Customer Service, and Channel Servicing, with expertise in managing Motor Insurance Operations
  • Keenly monitored daily branch banking transactions and managed diverse financial instruments, ensuring accurate processing of files on a daily basis
  • Maintained meticulous daily Management Information System (MIS) records, ensuring data accuracy and promptly reporting to the respective authorities
  • Contributed significantly as a valuable member of the Endorsement, Cancellation, and Banking Team, showcasing dedication and expertise in various facets of operations.

Education

B.Com - Accounts And Commerce

City College of Commerce And Business Administration
Kolkata
06.2004 - 05.2007

10+2 - Accountancy

Central Modern School
Kolkata
04.2003 - 05.2004

10 -

Central Modern School
Kolkata
04.2001 - 05.2002

Skills

  • Ability to Work Under Pressure

  • Communication Skills

  • Microsoft Office

  • Fast Learner

  • Ability to work in a team

  • Critical thinking and problem solving

  • Team leadership

  • Ability to Multitask

  • Accounts Payable

  • Accounts Receivable

  • Expense Tracking

  • Credit Control

  • Internal Auditing

  • Team building

  • Analytical Skills

Personaldetails - Contact

pratick.kasera@gmail.com, +91 9830081596

Timeline

Accounts Officer

Royal Sundaram General Insurance Co. Ltd.
06.2012 - 03.2018

Manager

Murlidhar Ratanlal Exports Ltd.
06.2011 - 12.2011

Head Office Operation Executive

Magma Fincorp Ltd.
06.2008 - 06.2011

Branch Operation Executive

ICICI Lombard GIC Ltd.
07.2004 - 06.2008

B.Com - Accounts And Commerce

City College of Commerce And Business Administration
06.2004 - 05.2007

10+2 - Accountancy

Central Modern School
04.2003 - 05.2004

10 -

Central Modern School
04.2001 - 05.2002

Senior Accounts Officer

Royal Sundaram General Insurance Co. Ltd.
4 2018 - Current

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Pratick Kasera