Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Timeline
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SHUBHAM SHARMA

SHUBHAM SHARMA

Noida

Summary

Goal-driven and accomplished management trainee with nearly 7 years of experience in the financial sector, with a proven track record of managing multi-faceted projects and ensuring project profitability. Proven track record in project management, budgeting, and managing the project life cycle, client relationship building, and stakeholder management. Liaising with various international teams, ensuring successful and timely delivery of the project.

Overview

9
9
years of professional experience

Work History

Management Trainee

Genpact
Noida
09.2024 - Current
  • Facilitated audit operations with appropriate consideration of audit risk issues, and accounting technical matters.
  • Develop tools to ensure the operational excellence of each and every activity carried forward by the team during the project lifecycle.
  • Provision of routine and non-routine reports of complex scope, using multiple reporting systems related to budgeted hours, post-audit analysis, etc.
  • Developed tools that can smooth the process to ensure operational excellence at every level.
  • Collaborated with global teams in drafting project budgets, interpreting financial statements, monitoring project progress, and reporting to senior management.
  • Conducted post-audit analysis, deep canalization, and benchmarking analysis of the utilization of team resources using the Power BI model.
  • Worked on international projects, ensuring high-quality output and timely service delivery by ensuring effective communication and collaboration with teams at all levels.
  • Model exceptional client service and promoted long-term client relationships.
  • Executed timely performance reviews, feedback evaluations and direct communication with clients using PowerPoint.

Process Delivery Specialist

IBM
Gurgoan
09.2019 - 09.2024
  • Understand the payment process of the Order Management Cycle..
  • Follow up with customers via emails and phone calls to ensure timely communication.
  • Collection of payments for the assigned portfolio. Collaborate with various stakeholders (Billing, Finance, Legal, Tax, Customer Service) to resolve.
  • Customer disputes and queries are essential to establish and maintain good client relationships, both internally and externally.
  • Monitor high-risk accounts, and ensure the timely escalation of challenges to management.
  • Assist in streamlining and improving the accounts receivable process by identifying areas for improvement.
  • Order management, and credit review and analysis of customers’ credit lines.
  • Analyzing cash data, daily AR report as per the requirement.
  • Working on dispute cases that are raised by the customer while making a payment.
  • Imparting training to new team members, and supervising them to upskill.

Management Trainee

Hdfc
07.2016 - 04.2019
  • Update systems and files with the appropriate, current customer information.
  • Provide assistance to the commercial team by collaborating with them to communicate with customers.
  • Responsible for providing data analysis and preparing reports, as requested.
  • Responsible for coordinating the case process and filings related to loans.
  • Undertake research on current market risk initiatives.
  • Giving the best solution to customers for their home loans.
  • Responsible for organizing underwriting data requests; complete summary.
  • Experience loan applications.
  • Serve as the company representative in the insurance industry and professional.

associations

Education

MBA - Finance

Galgotia's Institute of Management
Gr Noida
06-2018

Bachelor of Arts -

Quantum School of Management
Roorkee
07-2015

Higher Secondary -

MD Inter College
Saharanpur
07-2012

Skills

  • Audit operations
  • Financial analysis
  • Reporting systems
  • Client relationship management
  • Project lifecycle management
  • Effective time management
  • Problem solver

Accomplishments

  • Nov 2022 Employee of the Month at IBM
  • Won R&R (Rewards & Recognition) and received Appreciation, IBM India Pvt. Ltd.-2021.
  • Exceptional client service award winner

Hobbies and Interests

  • Painting
  • Music Lover
  • Reading books
  • Watching motivational and optimistic videos

Timeline

Management Trainee

Genpact
09.2024 - Current

Process Delivery Specialist

IBM
09.2019 - 09.2024

Management Trainee

Hdfc
07.2016 - 04.2019

MBA - Finance

Galgotia's Institute of Management

Bachelor of Arts -

Quantum School of Management

Higher Secondary -

MD Inter College
SHUBHAM SHARMA