Amlesh Kumar

Senior Mis Executive-Finance Operation

Shriram Finance•  June 2024 - Present•  PUNJAB

Extract daily loan application data using SQL and create categorized lead reports in Google Sheets for distribution to third-party loan sales agents. Develop detailed loan stage reports (processed, document pending, disbursement pending) and provide case updates to sales leads and managers. Prepare weekly loan performance reports segmented by type (fresh loans, top-ups) and category for strategic insights. Generate customer defaulter lists using SQL and Google Sheets, focusing on e-NACH failures and EMI defaults. Track defaulters by sales agent and coordinate with the audit team for investigative actions.

MIS Executive-Finance Operations

Shriram Finance•  September 2023 - June 2024•  Ferozepur, Punjab

Verified loan documents and security papers, including homeownership documents and bank statements, for loan processing. Prepared gold loan reports for seven districts, encompassing rural and urban areas within the Ferozepur division. Generated commission reports for loan agents using SQL, based on fresh loan disbursements.

Operation Associate

Byjus•  December 2021 - April 2023

Managed lead allocation to the direct sales team using LeadSquared CRM, ensuring alignment with language, regional, and class-specific requirements. Monitored sales team productivity on an hourly basis, tracking key metrics such as dialed calls, connected calls, home bookings, aligned home conductions, and sales closures. Compiled and presented weekly sales performance reports for senior management. Provided CRM support to the sales team, resolving issues on LeadSquared and Ameyo platforms. Setup CRM accounts, integrated Ameyo, and mapped sales data in Order Hive.