Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
Timeline
Generic

Sarwar Patel

Pune

Summary

Results-driven Lead Operations Associate with expertise in process optimization, team leadership, and workflow management. Achieved high productivity and efficient task completion while driving operational excellence. Skilled in communication, problem-solving, and adaptability to navigate complex operational challenges and collaborate effectively with cross-functional teams.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Lead Operations Associate

WNS
Pune
11.2019 - Current
  • Performed regular bank statement reconciliations.
  • Reviewed daily bank transactions and reconciled to general ledger accounts.
  • Performed bank reconciliations and financial reporting, identifying and resolving discrepancies.
  • Recorded miscellaneous cash receipts, transfers, and other adjustments by creating journal entries.
  • Compiled, analyzed, and entered data into databases to create financial reports.
  • Reviewed and approved invoices and payments in accordance with financial policies and procedures.
  • Monitor and review financial transactions for accuracy and compliance with internal controls.
  • Ensured consistent monitoring and reporting of daily cash flow status to management.
  • Monitored and updated various financial accounts, including cash balances, account balances, and transactions.
  • Prepared monthly financial reports for management review and analysis.

Customer Service Executive

Capita
Pune
08.2015 - 10.2018
  • Provided prompt and courteous service to customers via email and chat.
  • Performed data entry tasks to keep records up-to-date and accurately entered into the system.
  • Maintained accurate records of customer interactions, transactions and comments in the database system.
  • Identified potential problems and escalated them as needed to ensure resolution.
  • Resolved customer complaints in a timely manner while maintaining professional attitude.
  • Assisted with customer inquiries related to product information, order status, returns and exchanges, billing issues and more.
  • Provided support to junior staff during peak periods of workloads.

Education

MBA - Supply Chain & Operations (International Business)

Allana Institute of Management Science
Pune
06-2024

BBA - Marketing Management And Research

Abeda Inamdar Senior College
Pune
10-2018

Skills

  • Accounts Receivable/Payable
  • Bank Reconciliation
  • Financial Analysis
  • Cash Flow Management
  • Accounting & Banking
  • Problem- Solving
  • Time Management
  • Research & Reporting
  • Operations Management
  • Team Support
  • Quality Control Analysis
  • Training abilities
  • Employee Training Assistance

Certification

  • Certified Trainer in WNS for AR process
  • Certified in MS excel
  • Enrolled for Power Bi

Languages

Hindi
First Language
English
Proficient (C2)
C2
Marathi
Proficient (C2)
C2

Affiliations

  • Good Communication
  • Hardworking, Goal-oriented, Adaptive
  • Leadership skills

Timeline

Lead Operations Associate

WNS
11.2019 - Current

Customer Service Executive

Capita
08.2015 - 10.2018

MBA - Supply Chain & Operations (International Business)

Allana Institute of Management Science

BBA - Marketing Management And Research

Abeda Inamdar Senior College

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Sarwar Patel