Ramesh Patil

+91-9864586565
ramesh.ppatil@gmail.com
7 years and 02 months of experience in Proficient at building teams, team management, transitions, Client
services & Management. Equipped with good analytics, strong interpersonal, people development and
communication skills. In addition, 1 year and 10 months of experience in
Area of specialty includes Cash Operations, Reconciliation, and People Management; process Re-Engineering,
Requirement Gathering and UAT.
ACADEMIC QUALIFICATION: -
• B.COM from Shivaji University Kolhapur - 2011
• HSC from Maharashtra state board - 2005
• SSC from Maharashtra state board - 2003
ADDITIONAL SPECIALIZED QUALIFICATIONS: -
• Diploma in Hardware and Software with NIIT institute, Kolhapur.
• Tally 9, MS-CIT, Certificate course in MS-office, Internet and E-mail operations.

EMPLOYMENT DETAILS: -
Since September -29th 2014
Senior Process Executive in “” with Accounts Payable domain for a Banking and Financial Services.
Areas of Responsibility: -
• Account Reconciliation for 26 individual clients with daily managing all the Excel spreadsheet.
• Managing all Records of Support boxes & Handling all clients Accounting Reports & KPI Management.
• People Management – Handles team issues and highlight it to the concerned team or team leader or manager
so that issues will be resolved as quick as possible.
• Process Compliance – Focus on the process hygiene and regularly audit the associate work to make sure team
should not have any knowledge gaps within.
• SLA Compliance – Monitors daily dashboards, weekly SLA review, provides guidance and support to the team
in order to ensure delivery predictability. Delivering daily, weekly and monthly reports on time.
• Customer Interaction – Resolves escalations from the process owners in order to ensure strong customer
relationships.
• Governance Compliance – Facilitates governance call for a month review with Onshore to client and works
with team on feedback from onshore.
• Knowledge Management – attending regular team huddles to discuss any issues or knowledge updates for the
process. In addition, works closely with the idea generator to make sure it should give value to the client.
• Cross Trainings – In a free time I try to get, cross-trained myself on all the other activities and other processes
so that I can handle all the activities in case of any crunch time.
• Document Management Compliance – Make sure that all the process related documents like SOP, FMEA, BCP,
SLA Base line etc. are regularly updated, reviewed and getting the approval from the client on regular
intervals.
• External Audits – Participates in external audit for which all the required samples are save in repository.
• Weekly call and process review – Responsible for present process review to the client and onshore team,
management on a weekly basis.
• Access related issues – Raising access related issues to the local IT team or with QM team. Maintaining IT log
for the same. Working closely with IT team to resolve access issues.
Professional competencies: -
• Analytical Ability - Analyzing and solving a problem by identifying the element and relationships of problems in
a systematic way using analytical tools.
• Learning and Innovation: Learn from the feedback, promotes learning and drives proactive and viable
innovation by encouraging openness to new ideas and risk taking.
• Planning and Organizing: Is able to plan and organize own /or team activities, priorities and handle
contingencies to meet the set goals and objectives.
• Customer Orientation (Internal/Externals): Builds partnership with customer by understanding the customer
needs and acting as a trusted advisor as per the role expectation.

Achievements: -
Cognizant: –
• Rewarded Unicorn Award (Performer of the quarter) three times for the consistency.
• Rewarded “Spotlight” (Monthly) award for 100% quality.
• Rewarded “Thank you” award for an extra contribution for Automation activity.
• Rewarded “Thank you” award for the completing successful transition.
• Rewarded Titan of the Month Award for the consistent best performance.

Job Profile: Accounts Payable and Reconciliation: –

• Account Reconciliation & Creation of Payment proposals for refund using the internal processing tool.
• Process streamlining and implementation of the new process.
• Conducting calls with the onshore team and clients in order to discuss and provide inputs regarding the
process flow.
• Getting the Transition from onshore for the new process and start working with my team on the process.
• Processing of Invoices (PO and NON-PO), matching GR lines and routing Invoices to proper team for approval
and disbursement. Also validating if the checks can be paid, void, stop or duplicate via using the Positive pay
mechanism.
• Initiating changes, adapting the same, and working for automation of the process.
• Processing the escheatment process thrice a year with analysis and checking.
• Documentation, presentation of the work to onshore as well as offshore, and management team.
• Cross training for avoiding inefficiency in case there is short staffing.
• Corresponding between clients to customer interaction.
• Quality checking and auditing for the invoices and checks processed.
• Leading the technical issues with technical teams
• Handling customer queries in support box for 25 individual clients
• Support for my calling team in absences of them and Sending notices to FAs in case of default of client call.
• Working on process billing on starting day of every month.
• Reviewing compliance documents of the client (FATCA form W-8 and W-9)
• Assist Branches in solving their queries raised through calls.
• To responsible for the Reconciliation of accounts in their current position.
• Handling various Reconciliation issues (Account Reconciliation) pertains to the customer accounts and bank
accounts also sending quarterly statements to the client with complete reconciliation report on which client
must be responsible to report to the regulatory authority.
• 100% Transition along with the Team lead and manager for the whole process.
• Managing multiple testimonies (verbal as well as written) from the client side and the on shore regarding the
analysis done for the OFAC new process.
• Responsible to prepare EOD checklist on daily basis and monthly reports., Volumes, Error Report, File status,
Invoice Report, etc. Also handling onshore as well as offshore team queries.
• Provide trainings to the new joiners to make sure they can give their individual contribution for the process.
• Discussion with team & client regarding process improvements to make the process more robust & effective.

Designation: -

Job Profile: - Know Your Customer (KYC)

Job Responsibilities: -Responsible for researching & Processing of openings a customer account.
• Determined & implemented additional steps, validating KYC risk compliance based on research & customer
records, verification of account purpose & legitimacy, analysis of transaction activity.
• Expert in KYC handling.
• Work on Loan processing requests by analyzing and determining the appropriate Loan amount the Participant
can get on his contributions value.
• Providing Micro finances loans to rural areas for Agricultural, House making/Renovation & providing capital
loan for Small and medium enterprises.
• To check the customers economic credibility on their standards and status.
• Dealing with NGOs and Institution pertaining to Village development.
• Doing the initial bank account opening formalities for current and saving account is, along with KYC verification
and circulating the daily MIS.
• Processing contributions and rollover requests as per client’s requirements.
• To maintain the required quality and productivity. To be consistent in work and act as a multi-processor.
• Record accounting transaction for support team on day-to-day transactions.

ANALYST RESPONSIBILITIES: -

• Reviewing and evaluating weekly KPI (Key Performance Indicators) achievement and producing an end of
week spreadsheet.
• Preparing SLA audit for team and giving process training to the team members.
• Responsibility of Quality Check Service Standards for the team. Also I have FACET trainer Certified.
• Maintaining & Updating Error log & make process improvement plans for team.
• Handling monthly billing process.

Computer Skills and operating systems know: -

• MS office 2003, office 2007, office 2010 & 2013.

• Outlook Express, Outlook office 365, Outlook 2016.
• Microsoft Window Platform, Windows 2003 advance Sever, Windows 2000 Server, Windows 2000
Professional, Windows 98, XP, and 10.
• Intermediate in SAP.

PERSONAL INFORMATION: -
Name : Ramesh patil
Date of Birth : 17th August 1989
Address :
Contact number :

I hereby declare that the above mentioned information is true, and I shall be responsible for that, if anything is
found to be incorrect.

Date: -

Place: - Pune