Ankit Goyal

Operations Associate

Ghaziabad, Uttar Pradesh, India17 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in managing document quality and compliance.
  • Proven track record in vendor management and operations.
  • Strong background in client relations and crisis management.
Stackforce AI infers this person is a Fintech Operations Manager with expertise in document management and vendor coordination.

Contact

Skills

Core Skills

Operations ManagementVendor ManagementSales Management

Other Skills

Quality CheckDocument ManagementMIS ReportingDocument RetrievalBank ComplianceClient RelationsCrisis ManagementVendor CoordinationOperational Risk MitigationClient ManagementOperational Function ManagementReportingLead GenerationInsuranceProblem Solving

About

India Info line Housing Finance Ltd. Designation – Manager Operation Areas Handled & Key Responsibilities: Since Aug-17 –India Info line Housing Finance Ltd. Key Responsibility Areas • Currently associated with Indi Info-line Housing Finance., Gurgaon as Team Lead and Vendor Coordination. • Managing process of Quality Check of all the Home Loan and Consumer Loan documents for North Region. • Service Request Based Managing process for Retrieval of Documents on Customer Request or Internal Request. • Managing Categorized Storage as per Customer segment. • MIS reports to provide feedback to top management on business operations. • Proactive Document dispatch for Closed/matured Loans. • Closed Mature Case Shredding as per DRP. • Process of Rejected File at Vendor Location. • Subsequent/Post Disbursal Document Insertion Process. • Processing of Various Bills of Operating Vendors in SAP-MM. • Verification of Bills of Storage/Scanning vendors with Bank Database. • Monthly Provisioning for the Operating Unit for Various Expenses. • Reconciliation of Bank Database and Vendor Database. • Managing administration for the Building. • Handling all the Labour Office related issues and documentation: Labour Compliance. • Ensuring the proper EMI banking on cycle date for all Home Loan and Consumer Loan. • Vendor Management for Operation and Storage Vendors: Writer Information Management, Crown Worldwide, Navbharat Archives, Iron Mountain. • Ensure proper maintenance documents and indexing as per 5s policy of the bank. • Ensuring various activities like daily performance, Productivity, Leave planning, Work delegation, Solving queries, Load Balancing for Various Teams/ Processes. • Acting as Signing Authority • Managing daily reports and issues related to document loss prevention & record management projects. • Ensuring quality by thorough checking of the customer documents & internal bank documents with the available software.

Experience

17 yrs 10 mos
Total Experience
4 yrs 3 mos
Average Tenure
10 yrs 7 mos
Current Experience

Pnb housing finance limited

Operations Manager

Dec 2022Dec 2022 · 0 mo · Noida, Uttar Pradesh, India

Operations ManagementClient RelationsMIS ReportingCrisis Management

India infoline housing finance ltd.

India Info line Housing Finance Ltd. Designation – Manager Operation

Aug 2017Dec 2022 · 5 yrs 4 mos · Gurugram, Haryana, India

  • Key Responsibility Areas
  • Currently associated with Indi Info-line Housing Finance., Gurgaon as Team Lead and Vendor Coordination.
  • Managing process of Quality Check of all the Home Loan and Consumer Loan documents for Pan India.
  • Service Request Based Managing process for Retrieval of Documents on Customer Request or Internal Request.
  • Managing Categorized Storage as per Customer segment.
  • MIS reports to provide feedback to top management on business operations.
  • Proactive Document dispatch for Closed/matured Loans.
  • Closed Mature Case Shredding as per DRP.
  • Process of Rejected File at Vendor Location.
  • Subsequent/Post Disbursal Document Insertion Process.
  • Processing of Various Bills of Operating Vendors in SAP-MM.
  • Verification of Bills of Storage/Scanning vendors with Bank Database.
  • Monthly Provisioning for the Operating Unit for Various Expenses.
  • Reconciliation of Bank Database and Vendor Database.
  • Managing administration for the Building.
  • Handling all the Labour Office related issues and documentation: Labour Compliance.
  • Ensuring the proper EMI banking on cycle date for all Home Loan and Consumer Loan.
  • Vendor Management for Operation and Storage Vendors: Writer Information Management, Crown Worldwide, Navbharat Archives, Iron Mountain.
  • Ensure proper maintenance documents and indexing as per 5s policy of the as per company.
  • Ensuring various activities like daily performance, Productivity, Leave planning, Work delegation, Solving queries, Load Balancing for Various Teams/ Processes.
  • Acting as Signing Authority
  • Managing daily reports and issues related to document loss prevention & record management projects.
  • Ensuring quality by thorough checking of the customer documents & internal bank documents with the available software.

Omx info management ltd.

Manager Operations

Oct 2015Present · 10 yrs 7 mos · delhi

  • Areas Handled & Key Responsibilities:
  • Handling entire operations activities of Omx Info Management Ltd. Records Management Division/digitalization cum image scanning division and House hold goods storage and relocations.
  • Clients interaction by maintain PR, giving service related solutions.
  • Manage operational crises & staff related issues at two RMC location and involved in organizing Fire safety training drills for staff, oversee RMC infrastructure requirement, warehouse maintenance & up-keeping.
  • Visiting client’s site on regular basis to interact with clients regarding any new implementations in on-going projects related or regarding up-coming projects.
  • Clients on-site survey, handling clients audits, quotations and follow-ups.
  • Implementing smooth flow of operational function at all the RMC in Delhi & NCR and also ensuring that process & procedure are followed by the staff.
  • Manage all men power and allocation of men power in all clients’ sites.
  • Maintaining all MIS and data regarding client like bills, retrievals and manage all monthly Reports.
  • Close coordination with warehouse in charge and operations team and national head.
  • Manage warehouse in terms of security, fire safety, CCTV, Excess control machine, fumigation at warehouse level.
  • Handling credit control department, major responsibility is to follow up with clients for outstanding payment, handling queries and issues regarding bills and submitting bills to the respective clients department wise.
  • Handling Petty cash of branch and making MIS of inflow and outflow cash details and cost management.
  • Handling purchase dept of branch level and coordination with various vendors for best deal.
  • Arrangement of vehicles for material from client’s site.
  • Handling all the administration work in warehouse.
  • Handling 50 people team.
  • Handling two major RMC of 150000 sqft. Warehouse with approx. 200000 cartons containing almost 90 lakhs files
Vendor ManagementQuality CheckDocument ManagementMIS ReportingDocument RetrievalBank Compliance+1

Punjab national housing finance

Asst. Manager-I

Oct 2013Jul 2015 · 1 yr 9 mos · Noida, Uttar Pradesh, India

  •  Custodian of the Loan documents and files of customers at CPC and Storage Vendors at Pan India level.
  •  Coordination with Vendors –legal, storage and audit for completion of various projects with focus on operational and financial risk mitigation.
  •  Responsible for safe storage, retrieval and archiving of customer documents till loan closure and as per the statutory requirements.
  •  Service Request handling from branches and Hub within stipulated TAT.
  •  Active participation in projects & process automation, migration & transition activities from decentralized to centralized operations.
  •  Developed & implemented productivity & quality matrices to provide insightful support to management on manpower mapping, managing multiple shifts and undertaking new projects.
  •  Involved in manpower planning, recruitment, training, cross- training.
Document ManagementVendor CoordinationOperational Risk MitigationOperations Management

Omx info management limited

Asst. Manager Operations

Oct 2010Oct 2013 · 3 yrs

  • having a turn-over of 600 crore with 246 offices on PAN India basis and ensuring and implementing highest standard of operation for smooth and timely delivery of services committed to Clients.
  • Period of Work- 2.5 Yr.
  • Key Responsibility Areas
  • Handling all quires of clients regarding storage and material handling.
  • Implementing smooth flow of operational function at all the RMC in Delhi & NCR and also ensuring that process & procedure are followed by the staff.
  • Manage all men power and allocation of men power in all clients' sites.
  • Maintaining all MIS and data regarding client like bills, retrievals and manage all monthly Reports.
  • Close coordination with warehouse in charge and operation head and country head.
  • Manage warehouse in terms of security, fire safety, CCTV, Excess control machine, fumigation at warehouse level.
  • Handling credit control department, major responsibility is to follow up with clients for outstanding payment, handling queries and issues regarding bills and submitting bills to the respective clients department wise.
  • Handling Petty cash of branch and making MIS of inflow and outflow cash details.
  • Handling purchase dept of branch level and coordination with various vendors for best deal.
  • Arrangement of vehicles for material from client's site.
  • Handling all the administration work of warehouse.
  • Handling 20 people team.
  • Handling 30000 sqft. Warehouse with approx. 60000 cartons containing almost 30 lakhs files.
  • Handling major clients' list are Max hospital noida branch; European Union- records as well as furniture storage and relocation) etc.
Client ManagementOperational Function ManagementMIS ReportingOperations Management

Max new york life insurance co. ltd

sales

Mar 2008Sep 2010 · 2 yrs 6 mos · Greater Delhi Area

  • In MNYL my work was to create wealth maximization by achieving my sales targets, obtaining business from new customers and existing customers, cross selling,making monthly MIS and reports , followup with clients, serve to clients , followup with operation team regarding clients problems and regarding policy, arrangements of client medical, handling and give direction to our team so that they achieve target efficiently.
Sales ManagementClient RelationsReporting

Max new york life insurance company ltd

Financial Planning Manager

Mar 2008Sep 2010 · 2 yrs 6 mos

  • Period of Work- 2.7 Years
  • Key Responsibility Areas
  • Obtaining business from both new and existing clients.
  • Maintaining all MIS and clients records.
  • Generating leads.
  • Providing Monthly Reports on lead conversion
  • Ensuring maximization of leads conversion
  • Summer Training
Client ManagementLead GenerationReportingSales Management

Education

Indian Institute of Planning & Management -Yr2008

MBA — Marketing

Jan 2006Jan 2008

Rajasthan University Udaipur

B.B.A — bachelor of business administration

Jan 2003Jan 2006

St. Andrews scot senior Sec School

C.B.S.E — commerce

Jan 2003Present

St. Andrews scot senior Sec School -Yr 2003

C.B.S.E — commerce/accounting

Jan 2002Present

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