Anirudha Dutta

• Leading a team of 40 individuals.
• Leading a junior team leader involves providing guidance, support, and mentorship to help him develop his leadership skills.
• Provide training to new team members to help them understand their roles and responsibilities within the organization.
• Work with team members to set goals and targets and create action plans to achieve them.
• Review daily volume trends and patterns to identify any potential spikes or dips in volume.
• Monitor queue status regularly to ensure that tasks or requests are being handled in a timely and efficient manner.
• Conduct team meetings regularly for sharing updates, weekly performances, identify challenges and develop strategies to overcome them.
• Conduct One-on-One meetings with the team members to build trust, establish open lines of communication, provide feedback, discuss career goals, and motivate them to achieve them.
• Regular communications with clients through emails and calls.
• Publish team member's performances regularly.
• Prepare and execute improvement plan for the bottom performers.
• Conduct monthly rewards and recognition ceremony to appreciate the good work of the team members.

• Lead a team of 20 individuals.
• Provided training to new team members to help them understand their roles and responsibilities within the organization.
• Worked with team members to set goals and targets and create action plans to achieve them.
• Reviewed daily volume trends and patterns to identify any potential spikes or dips in volume.
• Monitored queue status regularly to ensure that tasks or requests are being handled in a timely and efficient manner.
• Conducted team meetings regularly for sharing updates, weekly performances, identify challenges and develop strategies to overcome them.
• Conducted One-on-One meetings with the team members to build trust, establish open lines of communication, provide feedback, discuss career goals, and motivate them to achieve them.
• Regular communications with clients through emails and calls.
• Published team member's performances regularly.
• Prepared and execute improvement plan for the bottom performers.
• Conducted monthly rewards and recognition ceremony to appreciate the good work of the team members.

• Conducted audits and inspections to ensure compliance with quality standards.
• Collaborated with management to provide training on improved processes and assisted with creation and maintenance of quality training.
• Conducted various quality-centric activities, such as dip checks, scavenger hunts, product assessments, product-related quizzes, and more."
• Conducted calibration meetings to made sure that everyone was following same procedures and standards.
• Identified process gaps and worked to correct them.
• Prepared and implemented quality improvement plan.

• Provided process expertise and guidance to team members and stakeholders.
• Developed and delivered training materials and resources.
• Conducted on job trainings for the new team members.
• Supported team leaders with their daily tasks, including queue management, escalation, new transaction training, floor support and more.

We received scanned images through the Enterprise Workflow Application, reviewed stockholder requests, and processed work items accordingly. Additionally, we handled inquiries related to stock mergers and transfers, tax information (such as 1099Div and 1099B forms), SSN certifications, and the sale and purchase of stocks.