Summary
Overview
Work History
Education
Skills
Awards
Languages
Languages
Affiliations
Accomplishments
Timeline
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Anusha Rastogi

Jaipur

Summary

12 years of experience in Financial Operations Analysis. Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.

Overview

12
12
years of professional experience

Work History

Consultant 2

AON Consulting Pvt Ltd
04.2023 - Current
  • Handling and updating member data as per the request received.
  • Analyzed existing methods to develop best practices for performance improvement.
  • Evaluated needs of departments and delegated tasks to optimize overall production.
  • Facilitated training sessions for new employees.
  • Created plans to propose solutions to problems related to efficiency.
  • Collaborated with clients to develop action plans to address specific challenges and objectives.
  • Leading team huddles and providing all the required updates.
  • Resolved team and individual challenges through proactive problem-solving.
  • Motivated team to consistently deliver optimal effort and generate impactful ideas for process enhancement.
  • Worked effectively in team environments to make the workplace more productive.
  • Prioritized and organized tasks to efficiently accomplish goals.
  • Managed activities consistently to maintain SLA compliance.
  • Revised standard operating procedures for accuracy.
  • Monitored errors and omissions closely to ensure accuracy.

Process Champion

Lifeworks (Now merged with TELUS)
03.2020 - 04.2023
  • Reviewed and updated participant data in backend applications adhering to requests from call centers.
  • Determined benefits for eligible retirees and their beneficiaries using in-built applications.
  • Assessed plans to determine death benefits for surviving spouses post participant’s demise.
  • Evaluate and manage benefit requests in alignment with specific participant plans for both monthly and lump sum distributions.
  • Reviewed and updated participant death records in the system.
  • Reviewed and processed various requests including tax forms, direct deposit forms, and personal data change forms.
  • Monitored status of submitted, returned, and unresolved requests.
  • Facilitated team building activities, ensuring strong inter-team relationships.
  • Ensured timely execution of all allocated responsibilities adhering to defined SLAs.
  • Conducted comprehensive and efficient reviews of tasks within TAT.
  • Motivated team members to enhance productivity.

Process Champion

Mercer
10.2017 - 03.2020
  • Updated participant data across backend systems based on requests from call centers.
  • Determined retirement benefits for eligible recipients through integrated applications.
  • Evaluated spouse benefit eligibility as outlined in plan provisions after participant's demise.
  • Reviewed monthly and lump sum benefits for accuracy as per plan details.
  • Reviewed and updated participant deaths in the system.
  • Reviewed and processed diverse administrative form requests, including tax forms and direct deposit forms.
  • Oversaw data management for completed, returned, and ongoing requests.
  • Engaged in Mercer Care volunteering and corporate social responsibility initiatives.
  • Managed completion of assigned responsibilities adhering to defined SLA standards.
  • Executed efficient review process for assigned and completed tasks adhering to TAT.

Senior Analyst

Deutsche Bank
01.2015 - 10.2017
  • Handled two distinct regions, Netherlands and Amsterdam, within the Account Management process effectively.
  • Monitored and recorded all incoming requests to maintain service level agreement standards consistently.
  • Executed validation processes for foreign account tax compliance under FATCA guidelines.
  • Managed account lifecycle processes, including opening and closure.
  • Monitored group mailbox for regional requests across Netherlands and Amsterdam.
  • Managed publication of Daily Management Information System (MIS) along with global and month-end reports.
  • Conducted request analysis using data extracted from SharePoint systems.
  • Increased automation and efficiency in delivering bold concepts for Client Data Services.
  • Standardized Key Operating Procedures through weekly SharePoint updates.
  • Handled escalations across onshore and offshore teams.
  • Managed bulk client access requests including additional account-related services with precision.
  • Facilitated training for new team members on CDS processes.
  • Assessed team training needs and conducted routine refresher sessions.
  • Reported issues related to workflow tools to facilitate timely resolution.
  • Engaged in co-curricular initiatives fostering creativity and innovation.
  • Contributed to multiple corporate social responsibility initiatives.
  • Implemented bulk upload of Email Management System application tickets on SharePoint, saving 50 minutes daily.
  • Earned recognition from loans team for expediting a request swiftly, ensuring no client disruptions.
  • Utilized skills in IMS Amsterdam process to assist with seamless migration, ensuring 100% resiliency across two locations.
  • Investigated and addressed key elements contributing to rejected requests.
  • Achieved a monthly reduction in the reject rate, dropping it from 5% to 1%.

Analyst

Deutsche Bank
02.2013 - 01.2015
  • Delivered timely and precise review of client accounts in adherence to established KPIs and SLAs.
  • Handled daily live requests from middle office for debit card issuance, Internet banking access, and POS terminals.
  • Spearheaded comprehensive ownership across designated areas.
  • Consistently met client requirements, preventing any escalation.
  • Directed and oversaw ad hoc projects from upload to task completion with precision.

Education

Bachelor in Commerce -

Rajasthan University
04-2012

Senior Secondary -

Tagore International School
03-2009

Skills

  • Advanced PowerPoint Skills
  • Excel Proficiency
  • Experienced in Document Formatting
  • Completion of Reports
  • Key Operating Procedure (KOP)
  • Teamwork
  • Team collaboration
  • Performance tracking
  • Problem-solving
  • Decision-making
  • Process improvement implementation

Awards

  • Superstar Award- Lifeworks, 01/2021
  • SPOT - Excellence Award - Deutsche Bank, 04/2017
  • SPOT - Excellence Award - Deutsche Bank, 10/2016

Languages

  • English
  • Hindi

Languages

Hindi
First Language
English
Proficient (C2)
C2

Affiliations

  • Baking
  • Drawing/Sketching
  • Chocolate making

Accomplishments

  • Silver Award - AON December 2024
  • Impromptu Award - AON November 2023
  • Impromptu Award - AON September 2023
  • Superstar Award- Lifeworks January 2021
  • SPOT - Excellence Award - Deutsche Bank April 2017
  • SPOT - Excellence Award - Deutsche Bank October 2016

Timeline

Consultant 2

AON Consulting Pvt Ltd
04.2023 - Current

Process Champion

Lifeworks (Now merged with TELUS)
03.2020 - 04.2023

Process Champion

Mercer
10.2017 - 03.2020

Senior Analyst

Deutsche Bank
01.2015 - 10.2017

Analyst

Deutsche Bank
02.2013 - 01.2015

Bachelor in Commerce -

Rajasthan University

Senior Secondary -

Tagore International School
Anusha Rastogi