Headline

Finance & Insurance Executive | 5+ Years Experience | Expert in Accounts, Financial Reporting, Client Advisory | MBA (Finance) Pursuing

About

I’m a detail-oriented finance & accounts and insurance professional with over 5 years of experience in accounting operations, financial reporting, and insurance advisory. I’ve successfully handled over 60 client portfolios, improved retention by 15%, and streamlined operations using tools like Tally ERP, MS Excel, and CRM platforms. I’m passionate about improving financial accuracy, compliance, and client satisfaction. Currently pursuing an MBA in Finance, I am seeking growth opportunities in dynamic organizations that value precision, compliance, and efficiency.

Location

Delhi

Work experience

Insurance Executive at Autobest Automotive India Pvt. Ltd., Aug 2024 - May 2025 · 10 mos, Managed insurance portfolios for 60+ clients, increasing retention by 15%. Conducted comprehensive risk assessments and aligned policies with regulatory standards. Performed risk assessments and matched clients with suitable plans, achieving 90% satisfaction. Streamlined renewals via CRM tools, cutting processing time by 20%. Educated clients on policy terms, enhancing trust and transparency.

Accounts and Finance Executive at Autobest Automotive India Pvt. Ltd., Aug 2020 - Jul 2024 · 4 yrs, Prepared monthly financial statements with 100% accuracy. Reconciled + client accounts, reducing errors by 25%. Implemented automated reporting in Tally, increasing efficiency by 30%. Monitored cash flow, managed CC limits, and handled statutory payments. Supported audit processes and ensured compliance with GST, TDS, and payroll standards.

Education

Master of Business Administration - MBA, Accounting and Finance, Amity University Online

Bachelor of Arts, Delhi University