Yogesh Kumar
Mathura
Summary
Results-driven Sr. Executive-Subject Matter Expert in Life Insurance. Manages comprehensive reporting processes, ensuring accuracy and timeliness while enhancing financial oversight. Focused on optimising credit control operations and improving client communications.
Overview
10
10
years of professional experience
Work History
Sr. Executive-Subject Matter Expert-Life Insurance
EXL Service.com (India) Private Limited
09.2023 - Current
- Manage and prepare daily, weekly and monthly reports.
- Bank update on daily and weekly basis.
- Journals and write off posting.
- Weekly and monthly bank reconciliation.
- Regular tracking of debt, cash activities on policies and advise Credit control team for collection.
- Tracking records of account receivable (Debt Collection).
- Manage Unapplied and Unallocated cash reports for Credit control team to necessary action.
- Tracking record of late booked policies for Credit control team.
- Tracking record of Cancel policies and processing write off journal on these policies if debt or cash is due.
- Process and posting Direct credit Journals.
- Manage REF (Risk engineering fees) and CHF (Claim handling fees) on policies and action accordingly.
- Manage EFT (Electronic fund transfer).
- Coordinate with client regarding new updates, Process related issues and quires via call or mail.
Sr. Executive-General Insurance
EXL Service.com (India) Private Limited
07.2022 - 08.2023
- Manage and prepare daily, weekly and monthly escalation reports.
- Regular tracking on aged items and take appropriate action to resolving aged items.
- Daily, Monthly credit card reconciliation.
- Daily, Monthly bank reconciliation.
- Daily, Monthly cheque reconciliation.
- Daily bank clearing journals and sap journals.
- Regular tracking of debt, cash activities on policies and advise Credit control team for collection.
- Process and posting Direct credit Journals.
- Coordinate with client regarding new updates, Process related issues and quires via call or mail.
- Manage bank rec team and admin team.
- Coordinate on regular basis with both team for process related issues.
Sr. Operation Processing Associate
NTT DATA GLOBAL DELIVERY SERVICES PRIVATE LIMITED
12.2018 - 07.2022
- Processing & updating all required information about vendors & vendors new item setup, authorizations and vendor allowance workbooks in database.
- Provide the history of any product sold in the past year to improve the sales and help them to make strategy accordingly.
- Make changes as per client request in a particular product.
- Product training, Query handling and support the team members.
- Audit the production data processed by the team.
- Send clarification and feedback to Process Manager on daily basis.
- Work allocation.
- Coordinate with client regarding new updates, Process related issues and quires via call or mail.
- Weekly meetings with management regarding Process related issues, Production reports, Team feedback.
Catalogue Specialist
Mattsen Kumar (Hyper Quality)
12.2016 - 06.2018
- Flipkart Sellers Data Audit According to Flipkart Guidelines.
- Attending team Meeting and sharing best Practice with colleagues.
- Maintaining Quality Scores.
Associate Sales Consultant
PAISABAZAAR.COM
01.2016 - 10.2016
- Maintaining and developing relationships with existing customers via telephone calls.
- Suggestion to the customer as per requirement for business loan with comparing multiples banks (rate of interest, processing fees and best offers).
- Gaining a clear understanding of customers' businesses and requirements.
- Attending team meetings and sharing best practice with colleagues.
- Team Support in absence of team leader.
- Maintaining Quality Scores.
Education
Intermediate -
UP Board
01-2009
Matriculation -
Up Board
01-2007
Bachelor of Arts -
Agra University
Uttar PradeshSkills
- All Windows
- Credit control
- Financial reporting
- Team leadership
- Bank reconciliation
- Policy tracking
- Client communication
- Executive decision making
- Basic computer course, Advance Excel, MS-Office
Accomplishments
- Employee of the month award, Paisabazaar.com, 2016-04
- Second top scorer Award in training, Mattsen Kumar, 2016-01
- Employee of The Year Award, NTT Data Gurgaon, 2020-01
- Employee of The Year Award, NTT Data Gurgaon, 2021-01
- Employee of the month award, EXL Service.com, 2022-12
- Employee of the second quarter, EXL Service.com, 2023-06
- Employee of the Year, EXL Service.com, 2023-01
- Employee of the Year, EXL Service.com, 2024-01
- Best quality and TAT manage award, EXL Service.com, 2023-02
- Employee of the Month award, EXL Service.com, 2022-12-25
Languages
Hindi
English
Personal Information
Father's Name: Jagdish Prasad Sharma
Marital Status: Married
Process Achievements
- Participated in knowledge transfer and trained clients on new credit card reconciliation processes, ensuring accurate financial record-keeping at EXL service.com., 2023-11-25
- Collaborated with clients to design and implement automated credit card reconciliation solutions, ensuring smooth adoption and improved financial accuracy., 2023-11-25
- Participated in knowledge transfer for new process Life bank reconciliation., 2023-09-01.
- Got promotion in Jan 2025 as Sr. Executive-Subject Matter Expert.
Websites, Portfolios and Profiles
https://www.linkedin.com/in/yogesh-kumar-917004230
Hobbies and Interests
- Play cricket
- Listening to music
Timeline
Sr. Executive-Subject Matter Expert-Life Insurance
EXL Service.com (India) Private Limited
09.2023 - Current
Sr. Executive-General Insurance
EXL Service.com (India) Private Limited
07.2022 - 08.2023
Sr. Operation Processing Associate
NTT DATA GLOBAL DELIVERY SERVICES PRIVATE LIMITED
12.2018 - 07.2022
Catalogue Specialist
Mattsen Kumar (Hyper Quality)
12.2016 - 06.2018
Associate Sales Consultant
PAISABAZAAR.COM
01.2016 - 10.2016
Intermediate -
UP Board
Matriculation -
Up Board
Bachelor of Arts -
Agra University