See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
Shrinath Kulkarni
- Claim this Profile
Bio
Credentials
-
Introduction to Prompt Engineering for Generative AI
LinkedInMay, 2024- Apr, 2026 -
Managing Project Stakeholders
LinkedInMay, 2024- Apr, 2026 -
What Is Business Analysis?
LinkedInMay, 2024- Apr, 2026 -
Graphic Design Basics
MindLusterDec, 2023- Apr, 2026 -
Python
GUVI Geek Networks, IITM Research ParkAug, 2023- Apr, 2026 -
Certified Scrum Product Owner (CSPO)
MindLusterJun, 2023- Apr, 2026 -
Soft Skills
MindLusterJun, 2023- Apr, 2026 -
Why Trust Matters with Rachel Botsman
LinkedInMay, 2023- Apr, 2026 -
Administrative Professional Foundations
LinkedInNov, 2022- Apr, 2026 -
Project Management Foundations: Requirements
LinkedInOct, 2022- Apr, 2026 -
Time Management Fundamentals
LinkedInOct, 2022- Apr, 2026 -
Microsoft Excel 2013 - Intermediate Course
Alison - Free Online LearningJun, 2020- Apr, 2026 -
PCI PA-DSS Standard Overview
Riskpro IndiaJun, 2023- Apr, 2026 -
Fraud Investigation & Internal Audit Overview
Riskpro IndiaMay, 2023- Apr, 2026 -
ISO 19011:2018 Guidelines for auditing management systems
Riskpro IndiaMay, 2023- Apr, 2026 -
Management Audit Webinar
Riskpro IndiaMay, 2023- Apr, 2026 -
Prevention of Insider Trading Overview (ForBeginners)
Riskpro IndiaMay, 2023- Apr, 2026 -
Lean Six Sigma White Belt Certification
The Council for Six Sigma Certification (CSSC)
Experience
-
-
India
-
IT Services and IT Consulting
-
400 - 500 Employee
-
Sr.Manager
-
Oct 2022 - Present
-
-
Manager
-
Nov 2013 - Oct 2022
Sarvatra Technologies Private Limited is India’s premier, niche Cloud-based Switching solutions and Banking technology solutions provider.Sarvatra’s genesis was to create a sustainable, scalable and robust model around financial inclusion – serving the Unbanked as well as the Underbanked. While 40%-50% of the population in the country have bank accounts, more than 70% of the population are deprived of access to basic financial services – such as Cash withdrawals from ATMs, purchase transactions using debit cards on the POS terminals, instantaneous remittances, etc. Sarvatra, with the help of its pioneering model (the first to enable small banks to be connected with NFS - Rupay platform), facilitates small banks to offer financial services till the last mile in regions beyond Tier II upto Tier VI. Our key Customers include Urban Co-operative Banks, State Co-operative Banks, District Central Co-operative Banks, Regional Rural Banks and Co-operative Credit Societies.
-
Miette Drugs & Pharmaceuticals
-
Aurangabad
-
Wholesale Distributers / Suppliers
-
Jun 2012 - Oct 2013
-
Aurangabad
Manufacturer Exporters / Wholesale Suppliers / Service Providers Of allopathic medicines, pharmaceutical medicines, bulk drugs, pharmaceutical formulations, antibiotics, pain killers, antidiabetics, antihypertensives, sex elevators, antiallergics, codeine combination,, sildenafil citrate, tuberculosis drugs, pharmaceutical bulk drugs, painkillers etc
-
-
Executive-Branch Operations
-
Nov 2011 - Mar 2012
-
PUNE
New Business & Customer Service Taking care of smoothly functioning of new business applications Like Health Insurance,Travel Insurance from login to issuance Resolving Agent/Client queries including status update, Guidance to walk in / over the phone customers for specific resolution Attending Customers, Listening, Acknowledging, Understanding Customers and Serving with Consistency & Professionalism. Help The Customer To Fulfill Their Needs Being With The Policies & Processes Resolving and attending to customer complaints. Follow-up activities with H.O./Zone operations pertaining to Policy related activities, issuance, complaints etc.
-
-
Branch Operation Incharge
-
Dec 2007 - Nov 2011
-
Pune
New Business & Customer Service Taking care of smoothly functioning of new business applications from login to issuance Resolving Agent/Client queries including status update, Guidance to walk in / over the phone customers for specific resolution Attending Customers, Listening, Acknowledging, Understanding Customers and Serving with Consistency & Professionalism. Help The Customer To Fulfill Their Needs Being With The Policies & Processes Resolving and attending to customer complaints. Follow-up activities with H.O./Zone operations pertaining to POS related activities, complaints etc. Fixing of medicals in coordination with TPA (Third Party Administrator) and Customers for HNI customers. Taking care of claims related queries and field investigation for the settlement of claims.Cash Management To monitor daily cash collection and deposition into accounts in my ledger along with maintenance of the accounts in group ledger. Reviewing payment patterns of the customers and suggest to stick on rules and regulation (AML guidelines) Allocation of customer payments as per fund management, maintaining and updating the account details, updating Unit purchase Orders of customers, raising and resolving customer queries and other functions required as per process Making arrangement for online payments and providing customers with payments options via ECS, NEFT, SKYPACK, Easy bills services and Credit cards etc Processing statements for clients on request where client interaction was one on one A Processing and evaluating track record of clients, payment history
-
-
India
-
Insurance
-
700 & Above Employee
-
Operation Executive
-
Jun 2006 - Dec 2007
JOB PROFILE Scrutiny, Verification & Data Entry of the form. Printing & checking of underwriting sheet. Actual Underwriting (Major, Minor) After completion of requirements, Issuance. POLICY SERVICING Cancellation / Free look cancellation & payouts. Fund Transfer, Fund Switching. Changes in policy documents requested by the customer. POLICY DOCUMENT PRINTING Proper checking & printing Stamping as per amount of Sum Assured. Register entry and dispatch. OTHERS Follow up of requirements & the cases referred to Head Office within TAT. Attendance and salary structure of ISRs, ISEs, and RMs. Commission and payouts of the Franchisees.
-
-
Trainee Insurance Service Executive
-
Jun 2005 - May 2006
Handled Franchisee & Broker. I.e. Ace Insurance, Anand Rathi Insurance. Monitoring the business through MIS and DSR from the Executives. Assist in Day to Day Operations. Handling customer/brokers queries. Undertaking promotional activities
-
Max New York Life Insurance Co. Ltd
-
Aurangabad Area, India
-
Relationship manager
-
Nov 2004 - May 2005
-
Aurangabad Area, India
JOB PROFILE Team handling, Recruitment of Advisors Tracking of daily target. Motivating, guiding, training to advisors
-
Education
-
2004 - 2005Dr. Babasaheb Ambedkar Marathwada University
Bachelor of Commerce, Commerce
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “IT Services and IT Consulting”
Looking to Create a Custom Project?Get StartedNeed a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content. Click here to join now -
