Summary
Overview
Work History
Education
Skills
Personal Information
Industrial Exposure
Accomplishments
Timeline
Generic

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
Haldwani
01.2012

Matriculation -

Maharishi vidya mandir
Haldwani
01.2010

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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