Amit Deshpande

Managed invoicing for 100+ accounts, closing 300+ monthly invoices while tracking AR/AP and reviewing the General Ledger in Tally ERP; supported month-end close and cash flow monitoring to complete 5+ projects quarterly. Analyzed project costs and built Excel MIS dashboards, reducing expenses by 6–10%.

Processed 250+ healthcare claims per week by verifying policyholder details, service records, diagnosis codes, policy terms, and nominee information, maintaining over 95% accuracy.
Identified and resolved discrepancies with cross-functional teams and processed claims within 72 hours, ensuring accurate deductible and co-payment calculations.

Executed 200+ equity buy/sell orders on the ODIN platform with profit targets ranging from 30 to70% on Sharekhan and monitored live trade positions and coordinated execution with senior team members and clients.
Onboarded clients by opening 6+ trading and Demat accounts per month at SMC Global and resolved documentation and dematerialization issues and facilitated IPO applications.

Grade: 6.88 CGPA

Completed a Bachelor of Business Administration with a focus on business principles, management strategies, and financial analysis, achieving a CGPA of 6.88.