NAME: SHRUTHI YEKKALADEVI
EMAIL:-CONTACT:-
CAREER OBJECTIVE:
To obtain a challenging and responsible position in Finance sector where I can utilize and enhance
my skills to bring out the best in me for the success of the organization thereby accomplishing the
goals of a career prospective.
WORK EXPERIENCE:
Working at INFOR from 07-March-2022 to till date.
Role: Financial analyst
Responsibilities:
Maintenance Billing renewals & Subscription service Manager
Creating customers Renewal orders based on their previous maintenance renewals and Coordinate with Channel Partner for customer renewals.
Negotiation of uplift with the customers during the process of billing maintenance renewal
for the following year
Working on Client Billing setup with the charges as per Fee Agreement signed by both the
parties (Client and Computer share). Working of Renewal Fee Setups as per Agreement.
Preparing for Fortnightly & monthly charges report to reflect on invoices by collecting raw
data.
Coordinating with order management and license billing & Keys teams regarding issues in
order adjusted.
Delivery of invoices to client as per there request in contact i.e., to email address(E-deliver),
send printed invoice copy(post), uploading of invoices in electronic portals.
Moving of invoices for RM review and approval and modification of charges and providing
backup as requested by RM.
Coordinating with the upstream and downstream teams regarding issues in tax, invoice
amount and payments terms.
Need to ensure funds to be inclusive in timely manner and funds to support the prior &
current quarter.
Outline the status of the query in CRM to manage the communication with partner and
customer.
Work with collection and cash application teams to ensure that payments are received and
posted on time before the maintenance end date of the renewal.
Monitor customer account details and identify non-payment/delayed payments invoices.
Worked at HSBC from 30-August-2018 to 03-January-2022 (3 years 4 months)
Designation: Credit service executive
Role: Executive (Commercial Banking)
Duration: 3 years and 4 months
Responsibilities:
Highly service oriented, acts proactively and independently using knowledge-based
judgement within assigned authority.
Dealt with creating loans, providing facilities, collecting fees, tracking for payments after
renewing facilities.
Preparing statements and payouts considering amount and interest rate based on simple
interest calculation.
Monitoring portfolios including renewals and following delayed payments.
Ensures service standards and timely completion of requests is met.
Ensured ongoing communication with commercial teams, internal teams and other
departments as required.
Certifications:
Certified in Mutual funds from NISM.
Attended SEAL program conducted by Karvy workshop
ACHIEVEMENTS:
Received certification and rewards for performance appreciation.
For the ceaseless quality score has been appreciated with rewards
PROJECT EXPERIENCE:
Done internship project on “Performance analysis of Mutual Funds” at “Birla Sun Life Mutual Fund”.
EDUCATION & CERTIFICATION:
PGDM in Finance from ICBM- SBE.
Graduation from Pragathi Mahavidyalaya Degree College.
Intermediate from New Chaitanya Junior College.
SSC from The Mother’s High School.
DECLARATION:
I hereby declare that the information provided by me is true to the best of my knowledge and belief.
SHRUTHI YEKKALADEVI
