Anita Verma
Gurugram
Summary
Senior Associate with 5+ years of experience in the insurance and annuities sector. Expertise in guiding teams, developing training programs, and driving performance improvements. Proven track record of managing complex projects, optimizing processes, and ensuring compliance with industry standards. Adept at fostering strong client relationships and delivering exceptional customer service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Associate
Ameriprise Financial
Gurugram
01.2019 - Current
- Part of the money movement team, which includes the core task of processing the annuities transaction like withdrawals, transfers, rollovers, and 1035 exchange, while taking care of guidelines provided by FINRA.
- Preparing reports based on the requests submitted by the client or their advisors and conducting research analysis to deliver the best services.
- Ongoing, creating the leads for the Client Engagement team and handling the emails and escalations which are dedicated to the service line.
- Managing work with the offshore coaches regarding any queries related to business.
- Demonstrated a good grasp of the end-to-end process, contributing to process optimization.
- Handling technical calls on behalf of the team with the offshore partners from Minneapolis.
- Providing training to the new hires in the team as a subject matter expert.
- Part of the internal Audit team, where we must completely look over the overall accuracy of large analytical data and provide accurate and timely reporting to higher management in order to improve quality work.
- Part of Chat Transition process where we have to handle calls from financial advisors to look over their query and any escalations from the client end.
Executive
Niit Technologies
02.2018 - 01.2019
- Worked in banking process for US region as a Quality Checker.
- Dealing in annuities, a retirement product plan.
- Maintained 100% accuracy in processed volume to ensure quality.
- Trained new joiners and processors.
Education
M Com (Applied Economics) -
Lucknow University
01-2017
B Com (Hons Finance) -
Banaras Hindu University
01-2014
Skills
- Microsoft Office Excel,PowerPoint, Word
- Insurance and Annuities Product Knowledge
- SQL
- Power BI
- Customer Relationship Management (CRM)
- Market Analysis
Accomplishments
- Active participation in Corporate social responsibility events.
- Implemented a client feedback system to gather insights and improve service quality, resulting in a 15% increase in customer satisfaction scores.
- Awarded weekly performer of the week several times
- Facilitated team huddle in best team huddle contest
- Public speaking in RVS connect.
Certification
Google Data Analytics- Coursera
> Process Data From Dirty To Clean
> Prepare Data For Exploration
> Ask Questions For Data Driven Decisions
> Share Data Through The Art Of Visualisation
Timeline
Senior Associate
Ameriprise Financial
01.2019 - Current
Executive
Niit Technologies
02.2018 - 01.2019
M Com (Applied Economics) -
Lucknow University
B Com (Hons Finance) -
Banaras Hindu University
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