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Accounting and Financial Services. I have experience of more than 18 years in Accounting and Finance. I specialize in providing accounting, bookkeeping, Financial Reporting, Budgeting, Taxation support services to companies remotely. I have completed Xero Certification program and good at implementation & setting up accounts in Xero, Zoho and Tally Accounting system I am a Certified Management Accountant and member of Institute of Management Accountant US. Industry Worked: BPO/Services/Consulting/Manufacturing/Auditing Companies worked: IBM/TCS and other mid-size firms Software known: Tally/Xero/Zoho Accounting Software Working knowledge in SAP and others. Projects done:c  Setting up of accounting system in Xero for UK, US and India Clients Setting up of accounting system in Tally accounting software for India & US dlients Setting up of accounting system in Zoho Accounting system for India client Core competencies: Accounting/Bookkeeping:  Month End Close  Trial Balance  Accruals  Bank Reconciliation Financial Reporting:  Preparation of Financial Statements  Aging Analysis Receivables /Payables  Fixed Assets Accounting  Consolidation of Accounts  Knowledge in GAAP & IFRS  MIS Reconciliation:  Reconciliation of Accounts like AR/AP Reconciliation of General Ledger, Fixed Assets Reconciliation of Prepayments Intercompany recon Budgeting:  Preparation of Budgets  Variance Analysis  Forecasting Taxation:  Handling of Taxation both Direct /Indirect taxes for India  Support tax preparation of GST for UK/Germany/Austria  Supporting other taxes for US/Germany/UK Auditing:  Handling of Statutory Audit of India.  Supporting Audit for US/UK/Germany b) Life Insurance Advisory - Kotak Life Insurance Advisory Services - Kotak Life a) Term Plans b) Retirement Plans c) Employer - Employee Policy d) Partnership Insurance e) HUF Insurance f) Trustee Income Protection Scheme g) NRI and OCI Investment Solutions h) Investment and Wealth Management Solutions

I am a Certified Insurance Service Representative (CISR), Risk & Insurance Education Alliance. I have 8+ years of experience in Property & Casualty Insurance commercial lines for brokers/agencies: 1. Issuing ACORD 25, 27 and 28 certificates. 2. Online rating to carriers such as Hartford, Hanover, Travelers, Chubb, Selective, Progressive etc. 3. Commercial ACORD preparation such as 125, 126, 130, 131, 140 and 175. 4. Hands on experience with all agency tasks such as Policy Checking / Review, COIs, Endorsements, Renewals, Cancellations, Auto ID Cards, Loss Run and MVR. 5. Having very good understanding and knowledge of all liability and property insurance coverages. 6. Having hands on experience with Applied EPIC, CSR24, Vertafore Sagitta, EzLynx, HawkSoft, and NowCerts. Attached my Resume for reference. Kheluram, CISR

I am a dedicated Lead Generation Specialist with a strong background in identifying and engaging high-quality prospects. With a Bachelor's degree from the University of Rajasthan, Jaipur, and extensive experience across multiple industries, I bring a comprehensive skill set and a data-driven approach to help businesses expand their client base. Expertise & Tools: I specialize in using tools like LinkedIn Sales Navigator, Apollo, RocketReach, SignalHire, Zoominfo, Lusha, and others to identify key decision-makers and connect with them effectively. My deep understanding of these platforms ensures that I can deliver accurate and relevant leads tailored to your business needs. Skills & Services: Lead Generation: I excel in finding and qualifying leads that match your target audience, ensuring you connect with the right prospects. Data Research: My methodical approach allows me to gather and verify crucial contact information, providing you with reliable data. Prospect Engagement: I effectively engage prospects through personalized outreach strategies, maximizing the chances of conversion. Problem Solving: With a solid background in customer service, I bring strong problem-solving skills to resolve any challenges that arise during the lead generation process. Professional Experience: Teleperformance: As a Customer Care Executive, I developed exceptional communication and problem-solving skills while handling customer inquiries and issues. Amazon: I played a critical role in maintaining customer satisfaction by providing timely and effective support, which honed my ability to manage client relationships. Astegic Infosoft Pvt Ltd: As a Senior Data Researcher, I conducted targeted research to identify relevant individuals and validated contact details, ensuring the delivery of precise and actionable data. Marktine Technology Solutions Pvt Ltd: In my role as a Business Development Executive, I was responsible for identifying target companies, finding decision-makers, retrieving and fabricating contact information, and engaging with prospects through LinkedIn and email campaigns. My efforts led to successful lead generation and client acquisition. Why Work With Me? I am passionate about helping businesses grow by providing top-notch lead generation services. My approach is detailed and thorough, ensuring that every lead I deliver is a potential opportunity for your business. With my combination of skills, experience, and dedication, I am confident in my ability to contribute to your success. Let's connect and explore how I can help you achieve your business goals through effective lead generation.

Abhishek Chauhan brings in ~20 years of Strategy and Consulting , and investment banking experience, across multiple sectors. His areas of specialty include: - Deal Advisory Strategy: Commercial Due Diligence, Operational Due Diligence and Target Screening - Non Deal Advisory Strategy: Market Entry Strategy, Portfolio Strategy, Pricing Strategy, Operational Strategy / Scenario planning - Sectors: Consumer Internet (EdTech, eHealth, eB2B retail, Fintech / Insurtech), TMT, Mobility, Foodtech, Retail, D2C, HealthTech and More. Abhishek is an Engineering Graduate(Gold Medallist) from Punjab Engineering College and holds a PGDBM, Marketing from SPJIMR, Mumbai, India.

I am having 8+ years of experience in delivering Zoho based business automation. I help businesses turn messy operations into fully automated, scalable systems using the Zoho ecosystem. I’m the founder of Cloud Universe, where I design and implement end-to-end Zoho solutions — connecting sales, marketing, support, finance, and operations into one unified system. Zoho Solutions I Deliver Zoho CRM Implementation Complete setup with custom modules, pipelines, lead scoring, blueprints, and workflow automation. I also fix and optimize existing CRM setups. Zoho One Ecosystem Setup End-to-end implementation of: Zoho CRM, Books, Desk, Campaigns, Analytics, Creator, Flow, SalesIQ, Bookings, Projects, Inventory, People, and Sign — fully integrated. Automation & AI Workflows Lead assignment and prioritization Follow-up automation (WhatsApp, SMS, Email) AI-based call insights and CRM updates Proposal and communication automation Zoho Integrations Seamless integration with payment gateways, telephony, marketing platforms, LMS, ERP, and eCommerce tools using Zoho Flow, APIs, or custom builds. Zoho Books & Finance Automation Invoicing, payment links, recurring billing, and automated reminders connected with CRM. Zoho Desk (Customer Support) Multi-channel ticketing, SLA automation, and full CRM integration. Zoho Analytics & Dashboards Real-time dashboards for sales, marketing, operations, and revenue tracking. Zoho Creator (Custom Apps & Portals) Custom portals for customers, partners, and internal teams — fully integrated with CRM. Results ✔ 2–3x increase in conversions ✔ 60%+ reduction in manual work ✔ 70% faster response time ✔ 90%+ team adoption How I Work Business-first approach (not just tool setup) Clean, scalable system architecture Weekly progress updates Post-launch support & optimization If you’re looking for a Zoho expert who can design systems that actually scale your business — let’s connect.

Top Rated Strategy Consultant Pricing, GTM, AI & Product Ops Drive SaaS Growth Ex-McKinsey, Deloitte, AWS, Gartner I help tech companies from scrappy startups to global giants — solve messy strategic problems and unlock growth. My sweet spot? Pricing strategy, GTM planning, Pitch Decks and AI consulting that actually moves the needle. Additionally, I am passionate about teaching management consulting toolkit & AI training/workshops to executives, aspiring consultants, students. Over the past decade, I’ve led 100+ projects across the US, Canada, Germany, and APAC, working with SaaS, AI, and emerging tech teams on: - Pricing strategy & monetization models (tiering, packaging, value-based pricing, usage-based pricing) - GTM strategy & launch planning - Pitch Decks for enabling successful fundraising - AI Consulting & AI Product landscape - Product operations & scaling frameworks - Market research & competitive analysis I bring a mix of consulting rigor and builder mindset, shaped by roles at: - McKinsey (Senior Analyst, APAC) - Deloitte Consulting (Engagement Manager, San Jose) - AWS India (Sr. Manager, Product Ops) - Director of Product Ops at an AI startup 🧠 What Clients Say: - “You helped us rethink pricing from first principles — and doubled our conversion rate.” - “Your GTM teardown gave us clarity we’d been chasing for months.” - “You don’t just advise you build.”