Sonu Tiwari
Summary
"To contribute effectively to the growth of a forward-thinking organization by applying my skills and dedication in a challenging yet collaborative environment, while continuously learning and advancing professionally."
Overview
8
8
years of professional experience
Work History
Transaction Manager
MYND FINTECH
09.2023 - Current
- Managed daily financial transactions for corporate clients, ensuring accuracy and timeliness.
- Oversaw daily disbursements and proactively monitored accounts to prevent overdue payments.
- Facilitated the activation and onboarding of maximum number of dealers/vendors for corporate clients.
- Engaged and convinced vendors to utilize the M2 Portal for invoice discounting services.
- Ensured regular and accurate disbursement processing to vendors and financiers.
- Maintained detailed MIS reports for vendors and shared monthly updates with respective corporate clients.
- Managed and ensured timely collection of monthly portal fees from all financiers onboarded through the Mynd Fintech platform.
Assistant Manager
OFB TECH PVT LTD
05.2021 - 09.2023
- Managed key accounts from an existing client portfolio across diverse industries and regions in India.
- Analyzed and addressed customer delinquency cases, identifying effective temporary solutions to prevent recurrence.
- Ensured timely and accurate delivery of products and services to clients, maintaining high service standards.
- Resolved client issues and handled complaints professionally to preserve client trust and satisfaction.
- Contributed to generating new sales opportunities by nurturing long-term client relationships.
- Strengthened existing client relationships by offering tailored solutions aligned with their business goals.
- Gained in-depth understanding of key customer requirements to deliver customized support and services.
- Fostered trust and loyalty within a portfolio of major clients, actively working to minimize client attrition and prevent defection to competitors.
Senior Executive
OFB TECH PVT LTD
02.2020 - 04.2021
- Provide insurance to our existing clients whom we give the PF/Business loan.
- Approach clients via calling and direct mails to inquire about their insurance situations and future needs.
- Follow up with clients after initial meetings or conversation.
- Dealing in all kinds of insurance like Corporate Health, Term, Fire, Motor, Travel, Property, General Etc.
- Develop positive working relationship with our existing clients.
- Helping clients choose the policies best suited to their needs.
- Track insurance claims to ensure client and company satisfactions.
- Complete administrative tasks including records and handling policy renewal.
Quality Analyst
POLICYX.COM INSURANCE WEB AGGREGATOR PVT LTD
09.2018 - 02.2020
- Identify and give feedback on agent shortcomings in soft skills and process knowledge.
- Monitoring of agent calls to audit and scrutinize.
- Auditing calls based on set parameters.
- Taking training for new batches regarding quality parameters.
- Reviewing the performance of the agents.
- Giving feedback to operations regarding any deviations in process.
Sales Executive
POLICYX.COM INSURANCE WEB AGGREGATOR PVT LTD
06.2017 - 09.2018
- Assisting customers for online purchase of health insurance plans telephonically.
- Pitching best suited insurance plans to the customers.
- Explaining plan features and convincing customers to purchase the plan through us.
- Ensuring high conversion ratios on leads provided to them through sales approach and proper follow ups.
- Customer handling- answers all questions and concerns customer might have.
Education
MBA -
Department of Management Studies Bhimtal Kumaun University
01.2017
BCOM -
M.B GOVT PG College Haldwani Kumaun University
01.2015
Senior Secondary - Commerce
Maharishi vidya mandir
Haldwani01.2012
Matriculation -
Maharishi vidya mandir
Haldwani01.2010
Skills
- Financial Accounting Course from HILTRON CALC HALDWANI
Personal Information
- Date of Birth: 07/05/96
- Marital Status: Single
Industrial Exposure
- Indian Overseas Bank, Patel Nagar, Dehradun, 30 Days, 2017
- Bharat Heavy Electricals Limited, Ranipur, Haridwar, 45 Days, 2016
Accomplishments
- Awarded for Special Initiative and Contribution towards annual revenue collection for the company – March 2025
- Best Performer Award for the January–February–March (JFM) quarter – 2023
- Recognized as Outstanding Performer of the Month by Team Manager – 2021
- Performer of the Month in the role of Quality Analyst (Health) – 2019
- Successfully Certified in IRDA Examination – 2019
Timeline
Transaction Manager
MYND FINTECH
09.2023 - Current
Assistant Manager
OFB TECH PVT LTD
05.2021 - 09.2023
Senior Executive
OFB TECH PVT LTD
02.2020 - 04.2021
Quality Analyst
POLICYX.COM INSURANCE WEB AGGREGATOR PVT LTD
09.2018 - 02.2020
Sales Executive
POLICYX.COM INSURANCE WEB AGGREGATOR PVT LTD
06.2017 - 09.2018
MBA -
Department of Management Studies Bhimtal Kumaun University
BCOM -
M.B GOVT PG College Haldwani Kumaun University
Senior Secondary - Commerce
Maharishi vidya mandir
Matriculation -
Maharishi vidya mandir
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