Thilak MBA
Senior Financial Analyst at IBM- Claim this Profile
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English Full professional proficiency
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Tamil Native or bilingual proficiency
Topline Score
Bio
Experience
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IBM
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China
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Software Development
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700 & Above Employee
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Senior Financial Analyst
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Jun 2021 - Present
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Bajaj Allianz Life
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India
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Insurance
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700 & Above Employee
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Senior Customer Service Executive
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Feb 2019 - Present
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Senior CSE
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Feb 2019 - Feb 2021
• Field incoming calls to service for current customers police and cross sell to increase retention. • Led company by promotion on marketing for new business. • Ability to service high end customers – VIP Customers and having Experience to deal with potential customers to explain all insurance options. • Understanding customer requirements and needs, proposing a good potential plan for their needs. • Plan, assign and monitor work tasks for optimum team efficiency and Good in preparing operational reports assigned by Team Leaders/ Managers. • Performed administrative tasks, such as maintaining records and handling policy renewals. • Good in Recording details of inquiries, comments and complaints and actions taken. • Handling complete responsibilities for all aspects of operations in the sector. • Regular renewal follow-up calls and achieve the Targets on or before the time period. • Renewal Collections and receipting the Brach walk in customers. Efficient Home visits for renewal Collections. • Policy related serving and retaining to the customers efficiently. • Handling the documentation works and submit to the branch operation heads within the stipulated time period and Communicate and coordinate with internal departments in an efficient way
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KPMG India
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India
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Business Consulting and Services
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700 & Above Employee
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Analyst
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Jun 2017 - May 2018
• Core team member of GST Implementation team in Chennai Unit • Handling post GST compliance of clientele alongside routine IDT activities. • Working & preparing of data & corresponding filing of MEIS & SEIS Scheme related documents with DGFT &MEPZ. • Follow-ups and visits to authority for swift processing & obtaining the scrip for various clients. • Co-Ordinate with Government officials like DGFT & MEPZ • Core team member of GST Implementation team in Chennai Unit • Handling post GST compliance of clientele alongside routine IDT activities. • Working & preparing of data & corresponding filing of MEIS & SEIS Scheme related documents with DGFT &MEPZ. • Follow-ups and visits to authority for swift processing & obtaining the scrip for various clients. • Co-Ordinate with Government officials like DGFT & MEPZ
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Process Associate
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Jan 2016 - May 2017
• Processing invoices in SAP. • Responsible for ensuring error free process with 100% accuracy in SAP. • Auditing invoices on daily basis. • Verified that company controls were in compliance with established policies by Auditing employees Expenses. • Claim processing in T&E department in accounts payment. • Claim processing for employees globally. • Processing claims and payment clearance by using SAP. • Posting the manual invoice to clients. • Linking the claims in SAP document. • Achievement: • Received Best Achievement Award (Spot Award) among T&E Department Colleagues for Exceptional Commitment & Contribution on May2016.
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Education
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Shanmugha Arts, Science, Technology and Research Academy
Master of Business Administration (MBA), Finance -
Annamalai University
PGDFM, Finance and Financial Management Services -
Marudupandiyar College of Education
Bachelor of Commerce (B.Com.), Business/Commerce, General -
St.Antony's HSS - Tanjore
10th & 12th, commerece