Varun Kumar M
Operations Analyst
Bengaluru,KA
Summary
Results-driven associate with 4+ years of experience in operations, banking and sales. Skilled in diagnosing and addressing complex process challenges, leading to improved operational performance. Strong focus on integrity and customer service excellence. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
5
5
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Process Analyst
Gallagher Service Center LLP
05.2022 - Current
- Analyzing the detailed information about the Process.
- Verifying whether the provided details are accepted through the portal.
- Managing the reports up to date and need to make if any changes as and when required.
- Drafting E-mail to the client if any documents must be received.
- Maintenance of client database.
- Maintaining customer databases with company provided tools and creating tickets in company CRM tool if there is any issue in database.
- Tools: MS Excel, MS Word, Citrix, VM ware, Note pad
Credit Appraisal Memo (CAM) Executive
Toyota Financial Services India Pvt. Ltd.
12.2021 - 04.2022
- Filling of CAM project details of prospective customers in CAM tool and completing the projects assigned.
- Accountable for KYC checking, Cibil & Dedupe analysis.
- CPV report analysis, Income, Banking & Financial statements analysis, CAM Preparation.
- Recommendation basis Mitigates & Risk involved, Preparation of daily, weekly, and monthly MIS.
- Maintenance of loan application database.
- Tools: MS Excel, MS Word, MS Office, EPF, Citrix, VM ware
Financial Services Associate
HDFC Limited
02.2020 - 12.2021
- Executing loan origination process that includes ordering preliminary title reports and credit reports.
- Maintaining data confidentiality and updating secure banking systems.
- Preparing financial reports for customers and management.
- Creating financial analysis reports on market research, financial statements, loan/insurance reviews.
- Providing expert financial advice/analysis on both personal/educational/housing loans as well as insurance renewals and handling.
- Educating customers on available insurance/loan management credit options and multiple products available in the organization.
- Assisting senior level officers/associates with loan/insurance applications and following up the same.
- Maintenance of loan application database.
- Tools: MS Excel, MS Word, MS Office, EPF, Citrix, VM ware
SLK Global Solutions Pvt. Ltd.
02.2018 - 08.2019
- Creating tickets for issues raised by customer related to accounting/finance and tracking the same in issue tracker.
- Maintenance of TDS, PF& ESI, Records and filing the returns.
- Reconciliation of PF/ESI and salary accounts maintenance.
- Reconciliation of Bank Accounts.
- Tools: MS Excel, MS Word, MS Office, EPF, Citrix, VM ware
Education
MBA - Finance
Brindavan College
B. Com - undefined
Ramnarayan Chellaram College of Commerce and Management
PUC - undefined
Sri Jagadguru Renukacharya College
S.S.L.C - undefined
B.G. National Public School
Skills
Banking sector knowledge
CAM reports and project fillings
Mutual funds knowledge
Bank security/handling issues
Debt and Credit management
Contract Request/Review
PCORI Process Knowledge
Handling client information with secured and solving client queries with necessary actions via email or through other means of communication
Interests
Reading news paper, Jogging and hanging out with friends and family, Adventure Games/Activities, Playing Cricket, Playing Chess and Carrom
Core Qualifications
- Completed trainings on financial process analyst inhouse in Gallagher Service Center LLP.
- Completed training on Credit Appraisal Memo (CAM) in house in Toyota Financial Services India Pvt Ltd.
- Completed training on Finance/Banking management in house in HDFC.
- Completed training on finance management and accounting in house in SLK Global Solutions Pvt. Ltd.
Declaration
I hereby declare that the information furnished above is true to the best of my knowledge. Date: Place: Bengaluru Varun Kumar. M
Professional Qualifications
- Comprehensive understanding of all banking procedures.
- Cross trained in Contract Request and Review process.
- Accountability in completion of tasks in given time frame.
- Tax and PF compliance and planning
- Strategic planning and fund management
- Corporate accounting – Banking sector
- Risk and Debt evaluation and management
- Enhanced Process knowledge to client queries.
Personal Attribute
- Good analytical and problem-solving skills.
- Confident, Commitment, Co-ordinate, Capability of achieving output with work environment team.
Accomplishments
Felicitated with Best employee for HDFC Sales pvt ltd.
Provided Training to the new joiners at SLK.
Highlighted as shining star and customer appreciation by quick response over email in Gallagher.
Additional Information
Provided Support to other process at the time of requirement and ensured in completion the provided task within given time frame.
Certification
Basic Computers
Timeline
Process Analyst
Gallagher Service Center LLP
05.2022 - Current
Credit Appraisal Memo (CAM) Executive
Toyota Financial Services India Pvt. Ltd.
12.2021 - 04.2022
Financial Services Associate
HDFC Limited
02.2020 - 12.2021
SLK Global Solutions Pvt. Ltd.
02.2018 - 08.2019
MBA - Finance
Brindavan College
B. Com - undefined
Ramnarayan Chellaram College of Commerce and Management
PUC - undefined
Sri Jagadguru Renukacharya College
S.S.L.C - undefined
B.G. National Public School