Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Hobbies and Interests
APPLICATION EXPOSURE
ACHIEVEMENTS
Languages
Timeline
Generic
Adhithya Natarajan

Adhithya Natarajan

Bangalore

Summary

Professional with 6 years of experience in Commercial, Investment Banking, and Financial Services. Proven ability to communicate effectively and collaborate within teams. Strong work ethic demonstrated through consistent delivery of results and readiness to embrace new challenges.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Process Lead

INFOSYS BPM
Bangalore
05.2025 - Current
  • Managed a team overseeing Money Movement Operations for Vanguard Personal Investors, including check scanning, purchases, redemptions, Electronic Benefit Transfers, rollovers, and asset transfers.
  • Provided on-the-floor support and guidance to team members during training and operational processing.
  • Communicated regular team performance updates to management, ensuring adherence to quality standards and productivity goals.
  • Liaised with the Onshore team to receive and implement updates, maintaining open channels for process improvements.
  • Documented all process changes and updates, authoring detailed manuals and guidelines to enhance staff training and serve as a reference tool.
  • Led cross-functional team meetings to drive process improvement initiatives, integrating feedback from various stakeholders to ensure alignment and efficiency.

Process Specialist

FIDELITY INVESTMENTS
Bangalore
06.2022 - Current
  • Managed and administered employer-sponsored retirement plans, ensuring compliance with ERISA and IRS regulations. Expertise in executing plan-specific pension calculations for a diverse client.
  • Delivering comprehensive end-to-end service solutions to clients. Diligent in processing precise manual pension calculations.
  • Daily calls with Relationship Manager, Client service managers and ODL (Operation Delivery Leaders) for escalated pension benefit calculation.
  • Demonstrated excellence in prioritizing and organizing process tasks, consistently meeting stringent deadlines.
  • Resolved 50+ employee benefits issues per week, resulting in a commendable customer satisfaction rate.
  • Partner with onshore team members to gather recommendations and cooperate to strengthen the quality of our processes and execute projects focused on improving quality.
  • Presenting the formal minutes of the meeting and the validation sheet for verification and updating by team members in a weekly basis.
  • Committed to thorough research and due diligence, ensuring accurate and reliable communication with customers.

Process Associate

TATA CONSULTANCY SERVICES
Chennai
09.2019 - 06.2022
  • Drove Audit Certification delivery across Western Europe & South Africa, achieving compliance and high client satisfaction.
  • Safeguarded confidential data with utmost integrity and confidentiality. Maintained flawless escalation handling and process execution, ensuring a zero-error standard.
  • Facilitated efficient collaboration with the internal products team for timely report management and distribution.
  • Honed superior communication skills to deliver outstanding service via email and phone.
  • Spearheaded new employee training, expediting their progression to peak productivity. Served as a Checker, overseeing mentees in escalation, inquiry management, and thorough certification review.
  • Specialized in handling unique client cases, customizing solutions to fulfill distinct customer needs.

Education

B.Com (Hons.) - COMMERCE & FINANCE

PERIYAR MANIAMMAI INSTITUTE OF SCIENCE & TECHNOLOGY (DEEMED UNIVERSITY)
Thanjavur
01.2019

MBA - DATA SCIENCE & ANALYTICS

JAIN DEEMED TO BE UNIVERSITY
Bangalore

Skills

  • MS Office Suite proficiency
  • Performance reporting
  • Operational efficiency
  • Pension calculations
  • Team collaboration
  • Effective communication
  • Problem solving
  • Retirement plan administration
  • Regulatory compliance
  • SQL database management
  • Client relationship management

Certification

  • Comprehensive Microsoft Excel Udemy Oct 2023 - Oct 2023
  • Business presentation skills - excellence made easy, Udemy, Dec 2023 - Dec 2023
  • Advanced Excel - Top Excel tips and formulas Udemy Jan 2024 - Jan 2024
  • ASSPA - RPF - Jun 2025

Languages

ENGLISH, TAMIL, KANNADA

Hobbies and Interests

PAINTING & SWIMMING

APPLICATION EXPOSURE

  • Ms Office
  • Share point
  • DBCS & Xtract
  • SVS, MIFT, Milan Portal
  • Orbiflow, Stars application

ACHIEVEMENTS

  • Granted a recognition award for superior quality in 2023. Ideas has submitted through Eureka portal.
  • Recognized and awarded under Professional Milestone award.
  • Received several commended from Onshore partners and client service team.

Languages

Tamil
First Language
English
Proficient (C2)
C2
Kannada
Intermediate (B1)
B1

Timeline

Process Lead

INFOSYS BPM
05.2025 - Current

Process Specialist

FIDELITY INVESTMENTS
06.2022 - Current

Process Associate

TATA CONSULTANCY SERVICES
09.2019 - 06.2022

B.Com (Hons.) - COMMERCE & FINANCE

PERIYAR MANIAMMAI INSTITUTE OF SCIENCE & TECHNOLOGY (DEEMED UNIVERSITY)

MBA - DATA SCIENCE & ANALYTICS

JAIN DEEMED TO BE UNIVERSITY

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Adhithya Natarajan