Rahul M
Trivandrum
Summary
Experienced professional with a background in financial transactions and client management, adept at negotiating payment terms and credit limits. Successfully collected overdue accounts by communicating effectively with high-value debtors, ensuring timely settlements. Demonstrated proficiency in reconciling debtor and creditor accounts while preparing financial reports and processing refunds. Maintained accurate records of carrier and agent interactions, contributing to improved operational efficiency through regular reporting.
Overview
6
6
years of professional experience
Work History
Executive-Finance and Accounts
Allianz Services India
Trivandrum
07.2024 - Current
- Negotiating with clients regarding financial transactions, payment terms, and credit limits.
- Collecting overdue accounts, with a focus on clients who have exceeded credit terms.
- Communicating with high-value debtors to ensure timely settlements.
- Responding promptly and effectively to client inquiries.
- Performing reconciliation of debtors and creditors accounts.
- Ensuring timely processing of refunds and preparation of financial reports.
- Collecting payments through Calls from brokers and Customers
- Handling internal queries via calls
- Processing receipting and transferring the funds from accounts to polices
Senior Support Associate
Speridian Technologies
Trivandrum
04.2024 - Current
- Connecting with POC (US) for necessary documents and information for licensing requirements via emails and calls.
- Handled carrier & agent inbound and outbound calls.
- Maintaining and submitting weekly reports on carrier and agent related information.
Assessment Service Delivery Consultant
RM Education Solutions India
Trivandrum
07.2023 - 04.2024
- Communicated results of participant assessment period in writing and verbally and assisted in preparation of final assessment report.
- Coordinated with administrators about matching assessments with curriculum.
- Analyzed testing data and identified problematic areas.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
Support Associate
US Health Insurance Department
Trivandrum
05.2023 - 07.2023
- Processing US State health department licenses.
- Processing US State carrier appointments.
- Updating and maintaining records on MS Excel with customer-related details and licensing information.
Internship Trainee
Air Travel Enterprises
Trivandrum
09.2019 - 10.2019
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Strengthened communication skills through regular interactions with others.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Cultivated interpersonal skills by building positive relationships with others.
Education
Bachelor of Commerce - Tourism And Travel Management
Christ College
KeralaHigher Secondary Examination - Computer Science
Cordova Higher Secondary School
Trivandrum, KeralaSecondary School Leaving Certificate -
MMRHSS
Trivandrum, KeralaDiploma - Holistic SPA Therapy
ISPAA ACADEMY
Cochin, KeralaDiploma - Yoga Therapy Instructor
ISPAA ACADEMY
Cochin, KeralaSkills
- Knowledge in MS Office
- Professional communication
- Quick learner
- Decision making & Effective solution's
- Team projects
- Financial analysis
- Client management
- Payment negotiation
- Debt collection
Hobbies and Interests
- Writing poems and epigraphs
- Travelling / Riding and attending various rider meet ups
- Volunteering at Animal shelters
Languages
- English
- Tamil
- Hindi
- Malayalam, Bilingual or Proficient (C2)
- English, Bilingual or Proficient (C2)
- Tamil, Upper intermediate (82)
- Hindi, Intermediate (B1)
Languages
English
Proficient
C2
Malayalam
Proficient
C2
Hindi
Intermediate
B1
Tamil
Intermediate
B1
Timeline
Executive-Finance and Accounts
Allianz Services India
07.2024 - Current
Senior Support Associate
Speridian Technologies
04.2024 - Current
Assessment Service Delivery Consultant
RM Education Solutions India
07.2023 - 04.2024
Support Associate
US Health Insurance Department
05.2023 - 07.2023
Internship Trainee
Air Travel Enterprises
09.2019 - 10.2019
Bachelor of Commerce - Tourism And Travel Management
Christ College
Higher Secondary Examination - Computer Science
Cordova Higher Secondary School
Secondary School Leaving Certificate -
MMRHSS
Diploma - Holistic SPA Therapy
ISPAA ACADEMY
Diploma - Yoga Therapy Instructor
ISPAA ACADEMY