Rohit Kolte
Mumbai
Summary
Process Associate - TCS I have 4+ years experience in life insurance company , Have excellent communication skills demonstrated by the ability to work with people from diverse backgrounds, Equipped with a commitment to excellence and the ability to make strategic decisions.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Process Associate
TCS
Mumbai
09.2024 - Current
- Managed the processing of invoices, ensuring accuracy and timely payments.
- Reconciled discrepancies between purchase orders and invoices to maintain financial integrity.
- Utilized accounting software to track and report on invoice statuses and cash flow.
- Reviewed invoices for proper documentation, coding, and compliance with contractual terms.
- Maintained detailed records of all invoices and payment transactions for audit purposes.
- Developed and maintained complex Excel spreadsheets for data analysis and reporting.
- Utilized advanced formulas, pivot tables, and charts to streamline data interpretation and presentation.
- Conducted data validation and audits to ensure the integrity of financial and operational data.
- Developed and maintained MIS dashboards to track business performance and KPIs.
- Designed daily, weekly, and monthly MIS reports to monitor sales, operations, and financial data.
- Coordinated with cross-functional teams to gather data and update management dashboards.
- Ensured data accuracy and consistency in MIS reporting.
Sr.Associate / Risk Underwriting
HDFC Life Insurance
Mumbai
03.2022 - 06.2024
- Handling the process DRC Dynamic Risk Calculation, Physical verification of life assured.
- Handle pre-renewal activity to include preparing & mailing renewal letters.
- Respond professionally and timely to enquiries from our clients' customers, agents and advisors providing accurate and helpful information.
- Spearheading a team of professionals in executing day-to-day business operations as per company protocols and achieving efficiencies.
- Responsible for updating regulatory onboarding procedures, as well as making risk-based decisions under extremely strict timelines.
- Accountable for maintaining TAT in the co-ordination with IT dept.
- Preparing the daily, weekly, and monthly MIS, presentation of the same to the management.
- Coordinating with vendors for scanning & data entry of PAN India & Bill processing through Vendor Management & Record Management as per SLA.
- Responding to all queries received from the regions & branches via Emails and maintained the track of the same and as well as similarly closed the Portal.
- Credited with preparing multiple MIS' for dissimilar communication and sharing the same with policyholders as well as with HOD and Senior Managers on daily basis.
- Preparing the received, pending, and completion report daily, weekly & monthly which serves as MIS & also summarizing this information into a graphical presentation.
Executive
JAGETIYA & ASSOCIATES
Mumbai
11.2018 - 12.2021
- Compliance : AML , CKYC & RMS
- Investigate and assess alerts for potential money laundering risks in the insurance.
- Investigate, review and resolve AML related and economic sanction related alerts.
- Reviewing name screening alerts/media alerts for business transaction processing.
- Verifying and preparing of KYC documents of customer in CKYC portal. Scrutiny of new broker/vendor for impalement.
- Handling fraud cases through RMS system.
- Risk Management coordinating with investigator team for a client profile & details to verify all details are true or not and after making clients reports.
Education
Higher Secondary Certificate -
Maharashtara Board
01-2015
Diploma - Computer Application
Garware University
Mumbai01-2017
Bachelors Of commerce -
Mumbai University
01-2019
Skills
- Excel
- Data validation
- Powerpoint
- Mis Preparation
- Dashboard
- Pivot
- Vendor Management
- Onboarding
- Billing,Invoice
- Power BI
- Mailing
- Team leadership
Certification
• DRC Process, Dec,22
• Extended Support Towards DRC Process
• Extended Support Towards DRC Process
Hobbies and Interests
- Riding
- Travelling
Personal Information
- Date of Birth: 10/13/97
- Gender: Male
Languages
- English
- Marathi
- Hindi
Timeline
Process Associate
TCS
09.2024 - Current
Sr.Associate / Risk Underwriting
HDFC Life Insurance
03.2022 - 06.2024
Executive
JAGETIYA & ASSOCIATES
11.2018 - 12.2021
Higher Secondary Certificate -
Maharashtara Board
Diploma - Computer Application
Garware University
Bachelors Of commerce -
Mumbai University