Tableau
Ajinkyakumar Yadav
Financial Services
Summary
Dynamic Financial Services Professional with over 5 years of comprehensive experience in managing complex financial transactions, providing exceptional customer service, and ensuring compliance with industry regulations. Proven track record of developing innovative solutions to meet client needs and driving operational efficiency in high-stakes environments. Adept at leading teams, optimizing workflow processes, and fostering strong client relationships. Seeking to leverage expertise and experience in a challenging role.
Overview
5
5
years of professional experience
Work History
Financial Services Account Associate Senior
FIS Investor Services India Pvt. Ltd.
09.2023 - Current
- Responsible to handle complex research, reporting, and special processing of retirement plan activities, including plan changes and modifications
- Support meeting Service Level Agreements for productivity and quality
- Participate and transfer information to all associates via regular team meetings
- Review research and provide feedback on processing discrepancies/errors to prevent recurrence
- Build strong partnerships with the Workflow using team to anticipate requirements and deliver to dynamic operational and workload needs
- Contribute to implementing and enhancing policies and procedures for knowledge.
- Served as a Subject Matter Expert for new employees, assisting them with work-related inquiries and providing timely feedback to facilitate ongoing improvement.
- Provided comprehensive training for the new employee regarding the 403b process.
Financial Services Account Associate II
FIS Investor Services India Pvt. Ltd.
07.2022 - 09.2023
- Provide excellent customer service as a telephonic concierge and primary point of contact to the financial institution's high-value customers
- Process account maintenance on deposits and money market accounts
- Assist shareholders in initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals
- Collaborate with internal and external clients and departments to resolve outstanding issues, comply with shareholder requests, and respond to client inquiries
- Ensure service expectations are met and establish rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
Document Processor
ICE Mortgage Technology Private Limited
09.2020 - 06.2022
- Processed over 33,333 documents with an accuracy rate of 99%, resulting in a 10% decrease in processing time
- Employed data extraction technology to collect and organize data from sources such as PDFs, images, emails, databases, and other unstructured data
- Reviewed and verified borrowers' income, credit reports, employment histories, property appraisals, and title insurance information to prepare loan applications for underwriting submission
- Analyzed information to identify document types and sorted documents per instructions.
Front Office Associate
Radisson Blu Hotel
05.2019 - 09.2020
- Processed 150+ customer payments per day, ensuring accuracy and compliance with company and legal policies
- Processed and prepared documents such as business or government forms and expense reports.
- Provided superior customer service to all visitors and customers, resulting in a 95% customer satisfaction rating
- Improved customer satisfaction ratings by 93% in 6 months by improving the speed of check-in, personalizing service, and ensuring a friendly atmosphere
- Managed office reception, answered phones efficiently, and responded promptly and professionally to clients' inquiries
- Managed inventory and increased revenue through suggestive selling, upselling, and cross-selling.
Education
Bachelor of Science -
Savitribai Phule Pune University
Pune03.2019
SSC -
Maharashtra State Board
Pune01.2016
HSC -
Maharashtra State Board
Pune03.2014
Business Analytics Certification -
UpGrad Campus
05.2023
Skills
- Retirement Plan Expertise (403b, Traditional IRA, etc)
- Process Improvement & Workflow Optimization
- Team Leadership & Coordination
- Analytical & Problem-Solving Skills
- Data Extraction & Document Processing
- Advanced Proficiency in Microsoft Excel & Word
- Excellent Verbal & Written Communication
Software
Microsoft Power BI
Oracle
Timeline
Financial Services Account Associate Senior
FIS Investor Services India Pvt. Ltd.
09.2023 - Current
Financial Services Account Associate II
FIS Investor Services India Pvt. Ltd.
07.2022 - 09.2023
Document Processor
ICE Mortgage Technology Private Limited
09.2020 - 06.2022
Front Office Associate
Radisson Blu Hotel
05.2019 - 09.2020
Bachelor of Science -
Savitribai Phule Pune University
SSC -
Maharashtra State Board
HSC -
Maharashtra State Board
Business Analytics Certification -
UpGrad Campus
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