Siddharth Inamdar
AR Analyst
Mumbai
Summary
Productive employee with proven track record of successful project management and producing quality outcomes through leadership and team motivation. Works with clients to determine requirements and provide excellent service. NISM-certified Mutual Fund Foundation with deep experience in effective and efficient operations. Displays outstanding knowledge and practical expertise to provide exceptional all-round service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Gebbs Healthcare Solutions
AR Analyst
06.2024 - Current
- Perform regular follow-up with insurance companies and/or patients regarding outstanding accounts receivable.
- Review and analyze patient accounts to identify and resolve billing discrepancies, denials, and underpayments.
- Ensure timely submission of claims and accurate documentation in accordance with insurance guidelines and client requirements.
- Handle inbound and outbound calls professionally and resolve billing-related inquiries and issues.
- Utilize various software applications and systems to update account information, track progress, and maintain accurate records.
- Collaborate with internal departments, such as coding and billing, to address and resolve complex billing issues.
- Maintain knowledge of insurance regulations, coding guidelines, and industry trends to ensure compliance and maximise revenue recovery.
- Meet monthly productivity and quality targets set by the client and management.
- Participate in team meetings and training sessions to enhance skills and stay up-to-date with industry changes.
- Contribute to a positive and collaborative work environment and adhere to company policies and procedures.
Associate
24 Carat Capital Markets Pvt. Ltd
06.2023 - 09.2024
- Monitoring the Financial European Market trends for the day before the market starts
- Prepared multiple inputs/datasets to be displayed on the website
- Prepared Investment Options for the day based on third party quotes / portfolio
- Prepared the Investment Quotes for clients & mailed them
- Started interacting with potential and existing clients advising them on possible options as per each client's risk and return profiles
- Observed debt collection and billing timelines to keep organization's operations running smoothly with sufficient cash flow
- Very soon cracked deals, settled trades with own set of clients owning the full sales cycle
- Clients mainly included Mutual Funds, Insurance, Banks, HNIs, Other Market Counterparties etc
- Assisted Employer in all the corporate events.
Associate Research Analyst
DreamLadder Capital Pvt. Ltd.
12.2023 - 03.2024
- Prepared daily market overview reports for the company and clients, which included tracking the Nifty markets as well as the European and the global index
- Onboarding Clients and ensuring a positive investment cycle for the client
- Preparing Peer to Peer, Sectorial holdings, Quantity and Return analysis reports of Mutual funds for the employer
- Prepared Monthly Newsletters for the company and clients
- Produced high-quality analytical reports and actively participated in building and developing company software's
- Analyzed and evaluated qualitative and quantitative data, presenting findings in detailed reports
- Facilitated strategic decision-making by creating detailed reports across multiple data axis
- Analyzed portfolio performance and made recommendations to generate commercial value and mitigate risk
- Tracked AUM monthly reports and prepared an outcome report for tracking multiple parameters on SIP contribution and Monthly NetFlow's
- Managed equity clients and their portfolios, ensured positive outcome
- Worked on ICRA MFI 360 software for Mutual fund Schemes Analysis.
Market Research Intern
Compass Finserv LLP
07.2022 - 09.2022
- Creating Research & Analysis reports on current mutual funds scheme
- Worked with a research executive to understand various techniques of analyzing Fund manager ratings and their strategies of managed portfolios
- Preparing rationale on excel of top performing mutual funds schemes and recommending to clients
- Collected data through various methods, including online research, phone interviews, focus groups and library study
- Produced high-quality analytical reports, dashboards and presentations for diverse audiences, detailing research findings
- Analyzed and evaluated qualitative and quantitative data, presenting findings in detailed reports
- Analyzed portfolio performance and made recommendations to generate commercial value and mitigate risk
- Creating PPTs for company
- Worked on NGEN software for market predictions.
Education
Masters In Global Financial Markets: Financial Markets -
Bombay Stock Exchange Insititute Limited
Mumbai, MHMutual Funds: V-B Foundation of Mutual Funds - undefined
National Institute Of Securities Market
Mumbai, MHBachelors if Investment Management: Investment and Financial Markets - undefined
Thakur College of Science and Commerce
Mumbai, MHHigh Secondary School: Commerce - undefined
Thakur College Of Science and Commerce
Skills
Team Management
Client Troubleshooting
Public Relations
Communication Skills
Problem-Solving
NISM Qualified
Financial Management
Financial Reporting
Medical Billing
Insurance
Certification
NISM V-B Mutual Fund Foundation License
Accomplishments
- Investment Pattern of Salaried Individuals, An in-detailed hands-on experience project handled solo, initiated one-to-one interviews for data collection and performed a few secondary research using multiple online platforms.
- Project shares an output for the companies looking for new investors in the new established markets.
- The project also shares the instincts of the salaried corporate individuals on how the investments take place in their daily lives/routines.
- Project was supported by Thakur College of Science and Commerce, accomplished by me in the span of 6 months.
- The project also shares graphs and technicalities for the better understanding of the results.
Languages
English
Hindi
Timeline
Gebbs Healthcare Solutions
AR Analyst
06.2024 - Current
Associate Research Analyst
DreamLadder Capital Pvt. Ltd.
12.2023 - 03.2024
Associate
24 Carat Capital Markets Pvt. Ltd
06.2023 - 09.2024
Market Research Intern
Compass Finserv LLP
07.2022 - 09.2022
Masters In Global Financial Markets: Financial Markets -
Bombay Stock Exchange Insititute Limited
Mutual Funds: V-B Foundation of Mutual Funds - undefined
National Institute Of Securities Market
Bachelors if Investment Management: Investment and Financial Markets - undefined
Thakur College of Science and Commerce
High Secondary School: Commerce - undefined
Thakur College Of Science and Commerce
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