1. RICHARD SIMON
Cell No- 8308357461-9850061968 Email- simonr7@yahoo.com
Assignments in Administration /Operations/Insurance/Customer
Service/Training/Business Development/Sales/ Finance.
• Qualified Accountant with a Vast years of rich experience in accounts & finance Customer Service.
• Worked as Lead Coach with Noida Customer Care Pvt. Ltd (Aviva Insurance)
• Expertise in accounting & financial statements for handling accounting, order to cash, funds management,
inventory management, SOP’s/Process development, IT System Implementation , MIS ,Customer Service ,
Business Development/Training.
ORGANIZATIONAL EXPERIENCE-Knowledge on:
Working at Converygs Pvt Ltd as SR Associate from Jan’2014 till date.
October’ 2004 to November’2013 Noida Customer Care Pvt. Ltd (Aviva Insurance) Lead Coach/Trainer.
Jan’01-Sep’04 with Automotive Wiring Systems Pvt. Ltd. As Assistant Manager Commercial
Jun’95-Dec’00 with Bio Ved Pharmaceuticals Pvt. Ltd. Business Development Executive & Executive
finance , Administration, recruitment.
Distribution /Commercial /Insurance/Operations
− Screening, Appointing and Inducting Agents Compiling reviewing monthly reports i.e Draft general reports on
performance and targets of team members by data analysis and performance analysis and to ensure that they
meet/exceed the targets by taking corrective action & creating a conducive work environment for employees.
calibration sessions with agents by regular feedback's. Ensures associates performance metrics are achieved, i.e
Schedule Adherence, Attendance. Process Mapping.
− Responsible for Reviewing the team performance & improving the performance, nurture & Motivate People.
Manage and inspire the team to achieve project goals and meet deadlines Lead and motivate the team to grow in
expertise, quality, and speed. Maximized team performance – Exceled at identifying, developing and using
strengths of team members, as well as locating, detecting and resolving problems and weaknesses of each team
individual. Inspired each and every team member to perform and produce their best.
− Accurate Organized training workshops to improve the performance of the members who were lagging behind in
terms of performance.
− Accurate and timely reporting of all MIS to Operations, Senior Management and other customers. Train the team
members about our and client’s SOPs and Working Standards/ Instructions, Regulatory Framework
Ensure teams’ compliance to organizational policies and procedures. policies, procedures, and codes of conduct
are followed at all times.
− Develop daily/periodic pipeline reports, productivity and quality dashboards, Develop reporting on regulatory
Compliance and client requirements.
− Defining various operations business process for team. Ensure service levels are satisfied by leading floor
management and workflow distribution.
− Ensuring all FSA (UK) rules & regulations are being complied With. Attended Escalation Calls.
− Identifying & analyzing training needs implementing training process for all employees, planning training
sessions
− Conducting gap analysis & implementing process changes Institutionalization of process framework on the
Said project. Conduct, Managed a high-volume workload within a deadline-driven environment
− One to one with employees. Preparing monthly performance reports, Liasioning with HR with matter relating to
incentives leaves , goal forms Etc .Ensuing performance benchmark is met consistently in all areas (speed,
accuracy, volume) Manage employee retention Holiday authorization and notification
− Managed high volume workload with deadline driven environment. Ensure that a certain level of quality and
service standards are maintained.
_ Review policy terms to determine if a particular loss is covered by insurance. Ensuring that insurance claims are
settled within the required time frame set by the company helped in reducing the claim cycle. Consistent in
completing customer call backs. Mediated between various departments with regards to quick settlement of the
claim .with regards to quick settlement of the claim .
Commercial /Training/Administration
− Formulating training strategies and delivering trainings for employees for all domain related as well as behavioral
competencies. The team handles various facets of learning and development agenda encompassing activities like
formulating training programs and strategies, training need identification, feedback and training metrics, working
with internal trainers and external vendors for training delivery, structuring training programs for various levels
within the organization and liaise closely with the various businesses and functional groups. Ensure service levels

2. are satisfied by leading floor management and workflow distribution .Training Deployment including calendar &
Training Central management (setting up classes, tracking attendance, update course status, feedback surveys
,feedback mechanism administration.) for training sessions, experiential learning and other adhoc sessions.
Conducting training needs analysis and providing inputs for scheduling calendar sessions vendor management
including contract renewals, work with legal and compliance for new contracts and accounts payable for vendor
onboarding, processing of vendor invoices. Helps employees identify specific behaviors that will contribute to
service excellence. Ensures employees receive on-going training to understand management/process
expectations. Observes service behaviors of employees and provides feedback to individuals. Meets regularly with
executives and to assess progress and address concerns.
− Ensures all training and development activities (department specific and general property training) are
strategically linked to the organization’s mission and vision. Understand the Divisional Needs and design training
interventions accordingly
− Identifies performance gaps and works with Higher ups to develop and implement appropriate training to improve
performance. Makes any necessary adjustments to training methodology and/or re-trains as appropriate.
− Establishes guidelines so employees understand expectations and parameters. Develops specific training to
improve service performance. Participates in the development of the Training budget as required.
− Conducting Group Training with regards to all aspects to insurance, Mentoring, Identifying & analyzing training
needs develop training material implementing training process for all employees, planning training sessions;.one
to one with employees.
_ Ensured that all performance benchmark consistently in all areas (speed, accuracy, volume) are met .Handled
inquires complaints, Service request, Managed high volume workload with deadline driven environment. Ensure
that a certain level of quality and service standards are maintained
Auditing & Taxation
− Sales tax / VAT /income tax matters like Filing of Returns, Issuance of Form 16, Annual Assessments, Appeals,
Appointment and liasioning with consultants, Amendments & issuance of statutory forms.Ensuring maintenance
of proper records as per the Internal/ Statutory Audit requirements and coordinating with the auditors. Ensuring
compliances as per regulatory requirements and mentoring internal controls.
− Verifying operational efficiency levels & recommending cost control measures for improvement in accounting/
taxation processes and system implementation.
Export & Import
− Negotiating with transporters, shippers, etc. to ensure seamless and cost-effective movement of consignment.
− Performing merchant trade transactions, involving overseas buyers and sellers. Actively involved in import and
export documentation .
Budgeting, Collections & Funds Management
− Setting up systems and policies /procedures to facilitate internal financial control
− Monitoring compliance to the budgetary plans and conducting variance analysis, focus on controlling the
operational expenses.
− Ensuring fulfillment of all requisite formalities, preparation of papers/ documents for effective funding, overdraft
facilities, bank guarantee & loans. Forecasting and analysing data against budget figures on a monthly basis.
Accounts
− Designing & implementing systems / procedures/ templates for timely preparation & maintenance of accounts in
compliance with accounting standards. Presenting a true and fair view of the financials of the company by way of
preparation of financial statements and financial reports. Managing the accounts receivables & payables. Prepare
and maintain payroll records and reports. Monitoring the stock movement & maintaining cost records for the
same.
MIS / Reporting
− Generating & maintaining MIS & monitor movement of key business indicators viz. debtors control, fund flow
management to facilitate decision-making.
Business Transformation / Project Management/Human Resource.
− Holding program management office for the company’s transformation initiatives. Coordinating Various Projects
activities under functions like Sales, Operations and developing their Work Break down structure to achieve the
company’s integration goals.
− Getting all team members involved in specific project and working on problem analysis, determination of
cause and identification of solution. Overseeing of Renewal of contracts with Vendors.(AMC) Liasioning with
Government officials.
− Preparing various MIS’s templates to report to Board as per requirements.
IT and System Implementation

3. − Good knowledge of Business Processes and IT implementation thereof.
− Defining Business Rules, process flow and standard Operating Procedures.
Education Qualification
_ Masters of Management Science (MMS) 1997-1998
From Insearch . (University of Pune) Secured 66.28% Specialization in Finance.
_ Masters Of Business Administration.(MBA) 2013-2015.
From IIMS(University of Pune) Secured 71.63 % Specializing in Human Resource Development.
_ Masters of Commerce. (M.Com)
1995-1997 from the University of Pune. Secured 66.25% Specialization in Business Administration.
_ Post Graduate Diploma in Insurance Management. (P.G.D.I.M.)
2001-2002 from Symbiosis Institute of Business Management Pune.
_ Diploma In Business Management (DBM)
1995-1997 from Center for Management & Research Development, (University of Pune) Secured 72.85%
_ Diploma In Computer Management.
1988-1989 from Datapro Consultancy Service Ltd Pune.
_ Bachelor of Commerce. (B Com)
1994-1995 from Symbiosis College of Commerce. (University of Pune) Secured 60.08%
- Maharashtra State Higher Seconday Board (HSC)
1991-92 Vidya Bhavan College of Commerce. Pune.
- Maharashtra State Secondary Board (SSC)
1989-1990 External from All Saint’s High School Khadki. Pune.
Training Program Attended
_ Workshop on Time Management (MCCIA), Seminar on Tax Deduction & Collection at source.
Seminar on Value added Tax (MCCIA) Certificate course in Sales Tax & Service Tax.
Workshop on Labour Legislation (DSK Management .) Train the trainer.
Personal Qualities
_ A Good Team Member, Extremely Proficient at any assignment given,
_ Flair for Interpersonal Communication , Very organized and systematic at Work possessing very good
Leadership Qualities, Willing to commit oneself to any work assigned and complete it successfully.
_ Disciplined in all work areas, punctual and aware of time management. Always willing to accept challenges

4. & ready to implement innovative ideas into action. A team Player, Self-Starter, able to multi task.
Computer Proficiency
_ Hands on experience in working with the following application software:
Office Suites: MS Word, MS Excel, MS PowerPoint.
Finance Packages: Touchkey, Trio, Tally 5.4 & customized Oracle - 2000 based accounting packages.
Languages Known
_ English Hindi Marathi.
Date of Birth : 08/06/1972.
Richard Lawrence Simon.