Anirudha Kuppalli

• Managing wealth management operations team based out of two locations for India (Transaction Processing, Investment Account Opening, Suitability & BANCA Process)
• Drive team towards processing requests error free and to ensure there is no impact.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• Carried out day-day-day duties accurately and efficiently.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Identify & analyze risk involved in the process
• Ensure risk is mitigated quickly
• Successful to drive the team in managing the process without impact during the contingency situation & BCP test.
• Frequent training to staffs on the process & product on importance & criticality of the process which resulted in to think client centric
• Successful in driving team towards managing non-critical activities with addition to critical process as well
• Driving the team towards getting cross trained with other units (process) & ensure that staff’s work more collaborative resulting in achieving better results
• Suggesting & providing timely feedback on the automations / simplification of process to ensure yearly target saves are achieved
• Team has been awarded with Business Excellence award for the year 2018 for the automation initiatives & implementations
• Have been core member in implementation & testing of any new automations & system migrations
• Been key contributor in migration of TP system for wealth products (India Wealth Platform from Ebix Cash).
• Has been one single platform which provides good client interface facilitating multiple products with easy navigations
• Managed to complete migration from existing system to new without any client impact / complaints
• Driving the implementation & migration of TP system for India investments
• Awarded with Business Excellence Award for Year 2018
• Awarded with best client centric Team award (Q2 2018)
• Had been rated as best people leader by via my voice by team members.

• Drove operational improvements which resulted in savings and improved profit margins
• Led projects and analyzed data to identify opportunities for improvement
• Collaborated with team members to achieve target results
• Worked flexible hours, night, weekend, and holiday shifts.
• Used coordination and planning skills to achieve results according to schedule
• Growth Path Over Years in Way2Wealth:

2006 - Executive (JM 02)

2008 - Executive (JM 03)

2009 - Senior Executive (JM 04)

2011 - Assistant Manager (MM 01)

2015 - Manager (MM 02)