---
title: "Utkarsh Agarwal - Operations Process Manager in Jaipur | Tal"
description: "Meet Utkarsh Agarwal, Finance Operations & Process Excellence Manager | Revenue Reconciliation | SOP Governance | Compliance Operations | BFSI | Stakeholder Management based in Jaipur."
image: "https://tal.club/meet/utkarsh-agarwal-5/share-image"
---

# Utkarsh Agarwal on Tal

## Headline

Finance Operations & Process Excellence Manager \| Revenue Reconciliation \| SOP Governance \| Compliance Operations \| BFSI \| Stakeholder Management

## About

Finance Operations and Process Excellence professional with 6\+ years of experience across BFSI and IT environments, specializing in revenue reconciliation, SOP governance, workflow optimization, and compliance\-driven operations\. Currently working as Operations & Process Excellence Manager, leading finance operations including billing governance, reconciliation controls, and MIS reporting to ensure accuracy, audit readiness, and operational stability\. Key impact delivered: • Reduced operational discrepancies by 25% through structured SOP frameworks • Improved processing efficiency by 20% via workflow standardization • Ensured 100% billing accuracy and strengthened revenue integrity • Acted as SPOC between finance, operations, and business teams improving resolution turnaround by 30% • Built MIS visibility enabling proactive performance monitoring and issue resolution My experience spans banking, stock broking, and lending operations, giving me strong domain exposure to regulatory compliance, documentation control, and risk\-aware service delivery\. I am passionate about process improvement, governance frameworks, and building scalable operational models that enhance efficiency, compliance, and stakeholder experience\. Open to opportunities in Finance Operations, Process Excellence, Revenue Operations, and Business Operations roles\.

## Location

Jaipur

## Work experience

Operations Process Manager at Cloud Infosystem, Dec 2023 \- Present · 2 yrs 7 mos, Lead, mentor, and manage a 30\-member cross\-functional operations team spanning finance operations, billing, and compliance functions; oversee daily task allocation, performance monitoring, workload balancing, and team development to drive high productivity and operational excellence\. Own end\-to\-end finance operations including invoicing coordination, payment tracking, follow\-ups, and reconciliation, ensuring 100% timely billing and collections across multiple business units\. Reconcile operational data with finance records to eliminate mismatches, prevent revenue leakage, and maintain reporting accuracy, resulting in zero financial discrepancies\. Track service quality metrics, turnaround times, and error trends; implemented corrective controls that reduced operational discrepancies by 25% and improved overall accuracy\. Act as single point of contact for business users on billing, finance operations, and compliance\-related matters, improving resolution speed by 30% and enhancing process clarity\. Design, document, and enforce SOPs for finance operations, payment workflows, and compliance checks, reducing processing time by 20% through standardization\. Lead process improvement initiatives by identifying bottlenecks and supporting automation and workflow standardization, driving measurable efficiency gains\. Conduct regular training sessions for operations teams on SOP adherence, compliance requirements, and best practices to ensure audit readiness and consistent service quality\. Develop and maintain MIS reports and operational dashboards to track performance metrics and support data\-driven decision making\.

Operations & Process Excellence Manager at Cloud Infosystem, Dec 2023 \- Jan 2026 · 2 yrs 2 mos, Chandigarh, India, 1\. Manage end\-to\-end finance operations including billing governance, payment tracking, and reconciliation 2\. Implement SOP frameworks reducing processing cycle time and improving accuracy 3\. Act as SPOC between finance, operations, and business stakeholders 4\. Build MIS dashboards tracking TAT, quality metrics, and service performance 5\. Lead process improvement initiatives and compliance training programs

Senior Executive at Choice International Limited, Jul 2022 \- Dec 2023 · 1 yr 6 mos, Jaipur, Rajasthan, India, • Delivered structured training sessions to clients and internal teams on share market basics, Demat operations, and compliance processes • Created simplified learning material and process explainers to improve operational accuracy • Coordinated with compliance and operations teams to address knowledge gaps through targeted training interventions • Supported onboarding and knowledge enablement for new clients and junior team members • Streamlined operational workflows, reducing turnaround time by 20%

Stock Broker at Choice International Limited, Jul 2022 \- Dec 2023 · 1 yr 6 mos, Coordinated operations across 2 branch locations, overseeing day\-to\-day workflow management, inter\-branch alignment, and operational consistency to ensure seamless service delivery across all touchpoints\. Delivered structured training sessions to clients and internal teams on share market fundamentals, Demat accounts, and long\-term investing, improving product understanding and adoption rates\. Managed stock broking operations including client onboarding, Demat account maintenance, and trade processing in compliance with SEBI regulations and internal policies\. Coordinated with compliance, finance, and risk teams to resolve operational exceptions and ensure smooth, compliant service delivery across all client touchpoints\. Streamlined client servicing workflows through process optimization, reducing turnaround time by 20% and improving overall operational efficiency\. Spearheaded the Rajasthan\-wide Demat Account Opening initiative via eMitras, managing end\-to\-end project coordination across multiple service centres, ensuring seamless client onboarding, documentation compliance, and timely account activation at scale\.

Relationship Manager at ICICI Bank, Apr 2021 \- Jul 2022 · 1 yr 4 mos, Bharatpur, Rajasthan, India, Managed high\-value customer relationships while handling branch\-level banking operations and service delivery\. Drove CASA portfolio growth through retention initiatives, cross\-selling, and product penetration, contributing to branch revenue\. Processed asset products including auto loans, education loans, rural housing loans, and farmer finance in line with lending policies and documentation standards\. Handled daily banking operations such as clearing, salary accounts, and customer servicing while ensuring regulatory compliance\.

junior relationship executive at Muthoot Finance Ltd\. \- India, Aug 2018 \- Apr 2021 · 2 yrs 9 mos, Alwar, Rajasthan, India, Processed gold loan applications, disbursements, repayments, and documentation in compliance with internal policies and regulatory norms\. Maintained zero\-discrepancy records through accurate transaction handling and documentation control\. Achieved monthly business targets through customer acquisition, relationship management, and cross\-selling of financial products\.

## Education

Master of Business Administration \- MBA, Accounting and Finance, Rajasthan Technical University, Kota

Modern Institute of Technology & Research Centre,Alwar

[View the original profile](https://tal.club/meet/utkarsh-agarwal-5)

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