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
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