Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
Generic
Aviraj Joshi

Aviraj Joshi

To be a part of an organization where I can grow in terms of knowledge, skills and attitude and put to an effective use my analytical abilities and professional competence in the areas of operations, so as to align self-development with organizational development.
Mumbai

Summary

Service-oriented Associate Manager with commitment to excellence and more than 8 years of experience. Effective collaborator promoting great Computer skills and Problem solving skills. Proven history of efficiency and reliability.

Overview

8
8
years of professional experience
3
3
Languages

Work History

Associate Manager

HDFC Life
03.2025 - 06.2025
  • Preparing A Daily, Weekly & Monthly MIS Reports.
  • Preparing Issuance, Claim, Refund & Underwriting Reports.
  • Preparing Pendency MIS.
  • LNP access gives to partner.
  • Handled partner queries.
  • Handles Emails.
  • Co-ordinate with partners.
  • Scrutiny MIF form.
  • Preparing Loader.
  • Sending loader file for Operation team.
  • MIF form uploading for LNP Portal.
  • Claim request received from partner scrutiny all documents.
  • Claim processing mail share to the claim team.
  • Documents or FR’s Received uploading for LNP portal.
  • Co-ordination with Partner for any queries regards claim, Issuance & Underwriting.
  • Checking to the medical cases for the pendency file.
  • Medical requirement raised then shared with partner.
  • Update the file every 2 days.
  • Receiving the report upload from TEBT Portal.
  • Fulfill the all additional requirement.

Data Entry Operator (Executive)

SBI Cap Securities
09.2022 - 03.2025
  • Preparing A Daily, Weekly & Monthly MIS Reports.
  • Preparing Summary Report.
  • Preparing VRM Sales team Business MIS.
  • Preparing Insurance Business MIS.
  • Handled partner payments.
  • Handles Email queries.
  • IRDAI & POSP (Insurance) works on the process.
  • Collecting data for the candidates.
  • Verifying all documents.
  • Sponsorship for training & exam for the candidates.
  • After completed the training payment for the exam.
  • Calling candidates for exam booking and training booking.
  • Preparing Checklist and uploaded for IRDAI web site.
  • Download the SP Certificate and store the folders.
  • Daily reporting to Manager for daily Work Status.
  • Preparing contest related MIS.
  • Branch Data Maintaining.
  • Checking all data properly.
  • Knowledge for FD, Mutual Funds, 54EC & Sovereign Gold Bond.
  • Doing SGB Biding.
  • Entered and maintained large volumes of data into internal systems, ensuring high levels of accuracy and attention to detail to support operational workflows.
  • Conducted regular audits of data entries to identify discrepancies, implementing corrective actions that enhanced overall data integrity.
  • Streamlined data entry processes by developing standardized procedures, significantly reducing processing time for incoming information.
  • Collaborated with cross-functional teams to gather and verify information needed for financial reporting, improving communication and efficiency in project completion.
  • Completed data entry tasks with accuracy and efficiency.
  • Maintained files, records, and chronologies of entry activities.
  • Scanned documents and saved in database to keep records of essential organizational information.
  • Verified data files prior to entry to maintain high data accuracy.

MIS Executive

Manpower Service Seva Sah Sanstha Maryadit
05.2019 - 04.2022
  • Preparing A Daily, Weekly & Monthly MIS Reports.
  • Preparing Summary Report.
  • Check Scheduled data to be send to Client.
  • Internal Team query Resolver.
  • Daily reporting to Manager for daily Work Status.
  • Presenting monthly Meeting for the new Process.
  • Managed and maintained database systems to ensure accurate data entry and reporting for internal stakeholders.
  • Collaborated with cross-functional teams to implement software solutions, improving workflow efficiency and data accessibility.
  • Produced tables, pivot reports and charts for use in key decision-making processes.
  • Generated reports each month covering business data.

Account Assistant

Veena Pest Control Service
03.2017 - 03.2019
  • Handling Day to Day petty Cash.
  • Checking Clients Payment and Follow up.
  • Clients Bill Processing.
  • All Bank related Works.
  • Clients Work Sheet Maintenance.
  • Managed daily account operations, ensuring timely communication with clients and adherence to project timelines.

Education

Finance Management Diploma -

Welingkar Institute
Mumbai, India
04.2001 -

Business Management Diploma -

Welingkar Institute
Mumbai, India
01.2017 - 01.2018

B. Com. -

N.S.S. College
Mumbai, India
01.2016 - 01.2017

HSC -

Bhau Saheb Hirey College
Mumbai, India
01.2013 - 01.2014

SSC -

Maratha High School
Mumbai, India
01.2011 - 01.2012

Skills

  • Ms-CIT
  • Tally ERP 9
  • Advance Excel
  • Computer Skills
  • MS-Office
  • Windows
  • Presentation Skills
  • Communication Skills
  • Functional knowledge of Accounting
  • Functional knowledge of ERP packages
  • Functional knowledge of MS – Excel
  • Ability to work in a team environment
  • Initiative
  • Desire to excel
  • Accounting knowledge
  • System knowledge
  • Proven track record of client service
  • Operations management
  • Business development

Personal Information

  • Hobbies: Playing Cricket, Morning Walk, Listening Music, Watching Movies, Travelling
  • Date of Birth: 10/22/96
  • Gender: Male
  • Nationality: INDIAN
  • Marital Status: Single

Timeline

Associate Manager

HDFC Life
03.2025 - 06.2025

Data Entry Operator (Executive)

SBI Cap Securities
09.2022 - 03.2025

MIS Executive

Manpower Service Seva Sah Sanstha Maryadit
05.2019 - 04.2022

Account Assistant

Veena Pest Control Service
03.2017 - 03.2019

Business Management Diploma -

Welingkar Institute
01.2017 - 01.2018

B. Com. -

N.S.S. College
01.2016 - 01.2017

HSC -

Bhau Saheb Hirey College
01.2013 - 01.2014

SSC -

Maratha High School
01.2011 - 01.2012

Finance Management Diploma -

Welingkar Institute
04.2001 -

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Aviraj JoshiTo be a part of an organization where I can grow in terms of knowledge, skills and attitude and put to an effective use my analytical abilities and professional competence in the areas of operations, so as to align self-development with organizational development.