Swapnil Ohal

To pursue a challenging opportunity in Sales / Inside Sales / Business Development where I can leverage my experience in client coordination, customer handling, communication, follow-ups, and relationship management. I aim to contribute to organizational growth while continuously developing my sales and professional skills.

Transaction Officer - Mphasis Pvt. Ltd.

(2021-05 - 2022-07)

• Processed IRA, 401(k), and other retirement account transactions.
• Managed cash management, fund transfers, and securities transfers.
• Performed cash and position reconciliations.
• Processed ACH, check, and journal transactions.
• Managed operational queues including DITTO, ACR, CIP, and DRD.
• Verified banking requests and resolved client issues.
• Worked on Citrix, MMT, DCTM, BETA, and Outlook.

Case Processing Executive - AM Infoweb

(2022-07 - 2023-07)

• Processed subpoena requests and coordinated medical record retrieval from healthcare facilities.
• Verified facility contact information and ensured accurate delivery of requests.
• Followed up with facilities regarding request status and pending records.
• Reviewed records, rejections, invoices, delay letters, and correspondence.
• Validated patient information including DOB and SSN.
• Updated work orders and maintained case notes.

Analyst – Operations (ROI) - MRO (Clinical Data Exchange)

(2023-07 - 2025-05)

• Managed communication and coordination with insurance companies, healthcare providers, and external vendors to understand requirements and ensure timely service delivery.
• Maintained regular follow-ups with clients, healthcare facilities, and vendors regarding pending requests, turnaround times, and service status.
• Built and maintained professional relationships with multiple stakeholders to ensure smooth request processing and customer satisfaction.
• Handled high-volume medical, billing, radiology, and healthcare record requests while maintaining accuracy and quality standards.

MBA - HR - Institute of Management and Engineering, Delhi Board (2018 - 2020)

Bachelor of Arts - B.A. - Nowrosjee Wadia College, Savitribai Phule Pune University (2013 - 2017)

HSC - Nowrosjee Wadia College (2011 - 2012)

SSC - Kendriya Vidyalaya AFS School, Delhi Board (2009 - 2010)