Tripti Moharana
Pune,MH
Summary
Results-oriented professional, demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Executive
Johnson Controls
05.2023 - 05.2024
- Worked as a Credit Controller for Order to Cash (OTC), Finance & Accounting process
- Monitored accounts to identify outstanding debts
- Tracked and contacted clients/commercial customers
- Ensured overdue/past due invoices are paid
- Follow up actions taken to encourage timely debt payments
- Investigated historical data for each debt or bill
- Resolved billing and customer credit issues
- Allocated unapplied and unidentified payments
- Reported on collection activity and accounts receivable status
- Reconciled accounts through write offs
- Followed up with sales, finance and cash application team for dispute resolution and reconciliation
Management Trainee
Genpact
01.2014 - 07.2020
- Worked immensely for BPO industry with various roles as Financial Analyst, MIS- Reporting Analyst and Digital Marketing Analyst
- Validated financial documents like bank statements, benefit statements, proof of name and proof of address of customers
- Advised customers to provide valid financial documents through brokers in order to process their mortgage loan
- Prepared proper case notes for the entire communication process
- Prepared valid and structured Excel sheet/ Google sheet reports for the team like performance, productivity reports (daily, monthly, quarterly), business reviews (weekly, quarterly), AES (All Employee Structure) quality (CSAT), attendance, adherence, SLA, revenue and other ad-hoc reports.
- Involved in scrubbing, qualifying and assigning leads to the marketing strategists for better sales conversion
- Filtered valid leads from invalid and DNDs through cold calling and manual website/social platform check
- Transferred inbound calls to marketing strategists for further sales pitch
- Done outbound calls to onboard small and medium business customers on the digital platform
- Transferred inbound calls to marketing strategists for further sales pitch
- Managed team and assisted supervisors with all process support
- Attended and participated in regular follow up meetings with business customers
- Hands on experience in CRM tool like Salesforce, Cora AR Flow, ERP tool like SAP and other analytic tools
Education
MBA - HR And Marketing
Utkal University
Bhubaneswar01-2013
BBA -
Utkal University
Bhubaneswar01-2011
Skills
- Corporate communications
- Customer service
- Business analysis and reporting
- MS office
- Process improvement
Certification
- Lean Six Sigma Green Belt/Accredited by Udemy
- HR Analytics using MS Excel for Human Resource Management by Udemy
- Complete Google AdWords Professional by SkillUp
- Salesforce Administrator & App Builder
Timeline
Senior Executive
Johnson Controls
05.2023 - 05.2024
Management Trainee
Genpact
01.2014 - 07.2020
- Lean Six Sigma Green Belt/Accredited by Udemy
- HR Analytics using MS Excel for Human Resource Management by Udemy
- Complete Google AdWords Professional by SkillUp
- Salesforce Administrator & App Builder
MBA - HR And Marketing
Utkal University
BBA -
Utkal University
Similar Profiles
ISIDRO (SID) RIOS IIIISIDRO (SID) RIOS III
AE/ Application Specialists at JOHNSON CONTROLS INC, Johnson ControlsAE/ Application Specialists at JOHNSON CONTROLS INC, Johnson Controls
Brian SullivanBrian Sullivan
Installation Technician at JOHNSON CONTROLS INC, Johnson ControlsInstallation Technician at JOHNSON CONTROLS INC, Johnson Controls
Jonathan PowersJonathan Powers
System Controls Technician at JOHNSON CONTROLS INC, Johnson ControlsSystem Controls Technician at JOHNSON CONTROLS INC, Johnson Controls