Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rupesh Jaiswar

Sales MIS
Kalyan East

Summary

Dynamic Sr. Manager with a proven track record at Runwal Enterprises, excelling in strategic planning and operations management. Expert in SFDC and SAP, leveraging data analysis to enhance performance metrics. Recognized for driving significant improvements in sales conversion rates while fostering cross-functional collaboration. Strong analytical and leadership skills ensure effective team coordination.

Overview

16
16
years of professional experience

Work History

Sr. Manager

Runwal Enterprises
02.2021 - Current
  • Daily Sales Report with detailed analysis (DSR)
  • Cost Sheet Check every day (Base Rate/PLC/SDR PLC/BCAM/CAM). Booking form login status / CRM / Cheque's status.
  • Inventory availability v/s sold phase wise.
  • SM performance: Walk-ins handled–revisits–booking–conversion-Daily.
  • Book now and forms pending - Daily
  • Vertical wise performance: CP, Presales, Direct, Referral etc.
  • Rate charts update every new cost.
  • Booked customer unit upgrade format.
  • Updated cost sheet share & Inventory share TLs.
  • Cancellation - Retention data working.
  • Co-ordination with Sale's Team / CRM Team / SAP Team / Audit Team. Swipe Machine - Daily Settlement & Co-ordinate Account's Team.
  • Upgradation & Transfer unit make update in master data & share as per cost sheet.
  • NPV Calculation & Cost Sheet.
  • Barter Deal - Co-ordination with sales team & Same share Cost Sheet & Net Realization working data.
  • NRI - Walk-in v/s Booking Data shared with NRI Team.
  • CRM - Total Inventory vs Sold
  • SFDC team coordination.
  • Calculate NRR for additional discount from MD.
  • Making SCS Cost Sheet.
  • Every month prepared Monthly sales review – PPT.


Sr. Executive

Kalpataru Limited
02.2018 - 02.2021
  • MIS maintain walk-in & booking tracker (All Central Project MIS).
  • MIS sales strategy team.
  • Every month prepared Monthly sales review PPT.
  • MTD & YTD target vs achievement reports.
  • Analysis of inventory (Sold vs Availability) demanded typology wise.
  • MIS Channel team & Loyalty team.
  • MIS Parking allotment data (Project wise).
  • Inventory & Cost sheet maintain in excel database (All Central Projects).
  • Monitoring SFDC walk-ins.
  • Booking form login process (All Central Projects). MIS maintain cash flow as per booking tracker.
  • Coordination with “VAT Team” for booking form login process & “CRM Team” after SO creation booking.
  • Coordination with account team cheque banking status.
  • Maintain DAR file all sites sales manager (Sourcing & Closing Team).
  • MIS Maintain Channel Partner booking data as per incentive & brokerage data. Weekend managed (Saturday & Sunday) Reception filled CIF in TAB as per walk-ins.

Executive

Lodha Group
11.2015 - 02.2018
  • MIS of channel partner.
  • Invoice acceptance and co-ordination with CP helpdesk team brokerage released.
  • CP registration on CP portal with all documentation.
  • Channel Sales MIS tracker.
  • SFDC monitoring - booking process in SFDC.
  • Referral and loyalty vertical MIS.
  • Co-ordination with CP's and CP team and maintain CP DAR.
  • Daily activity tracker (DAR) CP meetings to be done.


Credit Control Officer

DTDC Courier & Cargo Ltd.
03.2012 - 11.2015
  • Credit verification and approval process for example
  • Ensure the customer invoice are submitted on time and verification of invoice before submitting the same to customer include the required of POD’S / MIS etc. and physical submission of invoices to customer and get an acknowledgment by customer confirming receipt of invoices. And Physical delivery of invoices to each customer.
  • Educate customer on E-invoicing benefits.
  • Payment collects as per the credit period agreed and follow up over the phone for payments and follow up for payments by personal visits.
  • Identify and resolution of the customer queries on timely manner through cross- functional co-ordination. For example, Rate or customer agreement related queries non-delivery or late delivery of consignments, shortages or damages to consignments, weight discrepancies, POD / other documents related queries.
  • Raise invoice correction / credit notes / sales reversals / bad debts requests internally and follow up for resolution of the same in a timely manner.
  • Customer outstanding ledger review and reconciliation to be made and balance confirmation letters to be send to all the major accounts once in a quarter... This will have to be done once a quarter strictly for all accounts with an outstanding of above 1 lakh.
  • Register customer for NEFT’s, and TDS receivable credit monitoring and collection of certificates, TDS due ledger to be monitoring and TDS receivable reports to be pulled out from “SAP” periodically.
  • Register customer for NEFT’s, and TDS receivable credit monitoring and collection of certificates, TDS due ledger to be monitoring and TDS receivable reports to be pulled out from “SAP” periodically.
  • Implement of dunning / payment reminder letter for overdue invoice and same process for all defaulting accounts keeping sales team in the loop. Because of implementing customer off-crediting process for off crediting customer to be followed strictly as per the policy.
  • Implementing of legal process for initiating legal procedure for recovery from the defaulting / bad payer customer to be followed as per the policy strictly.
  • Collection performance related reports to be prepared weekly / FN for performance assessment.



Credit Control Executive

V-Xpress
10.2010 - 03.2012
  • Pulling out outstanding reports on daily basis.
  • Targeting the collection Projection on weekly basis.
  • Sorting out issues / problem up to the possible extent wherever payment is stuck due to any accounting and billing disputes.
  • Providing summary reports to management on fortnightly basis, and providing other reports related to debtors on demand.
  • Daily collection reports sending to the Boss A/C Manager.
  • Regular maintenance of debtors i.e. Passing CRN/Setoff/Adjustment of payable if any wherever required.
  • Review of credit terms with Area sales manager / Business Head.
  • Summarizing the disputed cases, putting up to the management, and following up to resolve the disputes.
  • Maintaining the credit application forms & records and updating from time to time. Updating the debit note of bounce Cheque’s.
  • Weekly sending age wise & Bill wise reports to customer & branches.
  • Review daily basic outstanding amount of the customer with the credit period days and follow up with branches for their Debtors outstanding.
  • Handling the branches, the query related the outstanding amount paid by the customer.
  • Customer Reconciliation for balance Confirmation.
  • Preparing Weekly Projection reports after with discussion with Branches,

MIS Co-Ordinator

M/S. Invent Bio-Med Pvt. Ltd
03.2009 - 10.2010
  • Rates enquiry for Sea Export
  • Place booking request for the D/O in Various S/Lines
  • Forwarding the D/O to CHA/ Shipper to Main line.
  • Receiving / forwarding load list from shipper to main line.
  • Confirming loading confirmation from liner & forwarding same to shipper / CHA.
  • Obtaining shipping instruction & S/ Bill with from shipper / CHA.
  • Preparation of carrier B/L in their format and are released from main line.
  • Surrender the B/L with main line & obtain surrender message.
  • Responsibility of ACD filling / ISF filling (10+2) for USA sector in time without fail. Coordinating with shipping lines regarding transit time / trans-shipment details through phone or Emails.
  • Maintain Job files & record file related to Exports shipment.
  • Complete Co-ordinate with staff & other branch office with respect to Document work.
  • Complete follow up with operations in case of Clearance & forwarding done from our End such as Describe below.
  • Arrange to place a container in CFS through the transporter against the released D/O for container stuffing.



Education

Bachelor of Commerce - Commerce

University of Mumbai
Mumbai, India
04.2001 -

HSC - Commerce

Maharashtra Board
Kalyan, India
04.2001 -

SSC - Mumbai Board

Maharashtra Board
Kalyan, India
04.2001 -

Skills

    Strategic Planning

    SFDC and SAP

    CRE Matrix Data Analysis

    Operations management

    Power BI Data Analysis

Timeline

Sr. Manager

Runwal Enterprises
02.2021 - Current

Sr. Executive

Kalpataru Limited
02.2018 - 02.2021

Executive

Lodha Group
11.2015 - 02.2018

Credit Control Officer

DTDC Courier & Cargo Ltd.
03.2012 - 11.2015

Credit Control Executive

V-Xpress
10.2010 - 03.2012

MIS Co-Ordinator

M/S. Invent Bio-Med Pvt. Ltd
03.2009 - 10.2010

Bachelor of Commerce - Commerce

University of Mumbai
04.2001 -

HSC - Commerce

Maharashtra Board
04.2001 -

SSC - Mumbai Board

Maharashtra Board
04.2001 -

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Rupesh JaiswarSales MIS