Summary
Overview
Work History
Education
Skills
Certification
Websites
Timeline
Generic

ARCHANA K J

BANGALORE

Summary

Accomplished Senior Analyst at Genpact India Pvt Ltd, adept in Supply Chain Management and Team Leadership. Leveraged analytical problem-solving to enhance mutual fund performance, achieving best branch manager in Q3 2022 at Muthoot Fincorp Ltd. Proven track record in financial budgeting and client relationship management, ensuring operational excellence and customer satisfaction.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Senior Analyst

Genpact India Pvt Ltd
BANGALORE
05.2024 - 12.2024
  • Managed income settlement for Mortgage-Backed Securities and mutual fund performance processes
  • Developed processes for order management and worked with internal stakeholders to ensure compliance.
  • Analysed inventory levels and customer demand to identify potential supply chain issues.
  • Created reports on the status of existing orders, invoices, shipping documents and other related documents.
  • Managed all aspects of customer order fulfilment including tracking shipments, resolving discrepancies, ensuring timely deliveries and providing follow-up communication with customers.
  • Coordinated with vendors to confirm availability of products in a timely manner.
    Performed data entry into the company's ERP system as required for processing customer orders.
  • Maintained accurate records of all customer orders in the company's CRM system.
  • Maintained accurate records of all transactions related to portfolio management activities.
  • Performed periodic follow-ups with customers after closing of their mortgages.
  • Maintained accurate records of all transactions including origination fees, interest rates.
  • Prepared loan documents such as credit reports, income statements, appraisals, and closing statements.

Branch Manager

Muthoot Fincorp Ltd
Kasaragod
10.2021 - 04.2024
  • Managed a team of employees, set clear expectations, and held staff accountable for their performance
  • Ensured compliance with all regulatory and security protocols and maintained vault cash accuracy
  • Handling team to achieve the branch target
  • Achieved outstanding branch in 2022 and 2023
  • Achieved best branch manager in quarter 3 of 2022
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Performed regular audits of financial records in order to ensure accuracy.

Unit Manager

SBI Life Insurance
Kasaragod
09.2017 - 11.2018
  • Oversaw recruitment, training, and onboarding of insurance agents.
  • Coordinate and lead efforts of insurance agents and consultants.
  • Provided comprehensive support to teams for achieving sales objectives and maintaining exceptional customer service.
  • Executed well-crafted sales methods resulting in attainment of unit objectives.
  • Conducted regular workshops to enhance team skills in current industry practices and sales strategies.
  • Analyzed team and individual metrics to evaluate sales volume, conversion rates, and customer satisfaction.
  • Ensure adherence to legal and ethical guidelines.
  • Collaborate with marketing and product development learns to develop sales collateral, promotional materials, and campaigns that support the unit’s sales efforts.

Sales Associate

Indusind Bank Ltd
01.2016 - 06.2017
  • Managed various banking activities to gain familiarity with bank procedures, including Marketing, Accounting, Loans, and Finance.
  • Guided customers on banking facilities and products, such as issuing cheque books, ATM cards, and Demand Drafts.
  • Resolved customer complaints related to account discrepancies and undue charges, and performed clerical tasks like managing cash and authorizing transactions.

Resolutions Officer

ANZ Services India Pvt Ltd
07.2009 - 04.2010
  • Reconciliation of General Ledger Account and Reconciling the customer accounts
  • Resolved customer inquiries related to bank account details and reconciled accounts to ensure accuracy.
  • Investigated and corrected encoding errors in cheque amounts and numbers, ensuring precise transactions.
  • Credited and debited customer accounts after thorough research, addressing discrepancies and maintaining account integrity.
  • Working on customer raised/related enquiries for bank account details
  • Acting as a backup for TL in his absence
  • Allocating work on a daily basis to team members respective queues to meet the SLA

Team Member

JP Morgan Chase
07.2007 - 03.2009
  • Trained in new banking process called Teller Image Processing.
  • Executed end-to-end teller cash processes, ensuring accuracy and efficiency.
  • Reconciled General Ledger Accounts and teller cash transactions, maintaining financial integrity.
  • Assisted team members with queries and drafted communications for internal and branch correspondence.
  • Reconciliation of General Ledger Account and Teller cash Reconciliation
  • Member of Audit Committee, Research on teller accepted differences by using various applications like SAP, MAIN FRAME and FSD
  • Clearing the buy and sell transactions which performed by tellers in between in the banking centres to run their daily activity
  • Researching the escalated items and resolving them within the given SLA of 24 hours
  • Passing adjustments in the system to adjust the customer as per the result of reconciliation (Debit or Credit)

Process Associate

Hewlett Packard
05.2006 - 05.2007
  • Accurate processing of Orders and establishing, Hindi route causes wherever there are deviations
  • Timely clearance of backlog - Through delegation and distribution of backlogs with in theteam
  • Training and Refresher Sessions- Responsible to ensure the team has the right levels of knowledge through constant refreshers and trainings
  • Maintenance of Error tracker for the team.

Education

Bachelor of Business Administration And Management - Accounting And Finance

SDM College of Business Management, Mangalore University
Mangalore
06.2006

Skills

  • Performance metrics
  • Client Relationship Management
  • Investment Portfolio Valuation
  • Financial Budgeting
  • Analytical Problem Solving
  • Risk Analysis Expertise
  • Financial Statement Preparation
  • Supply Chain Management
  • Team Leadership
  • Business development Knowledge of ERP (enterprise resource planning) software

Certification

Certified with Diploma in E Business from Manipal Institute of Computer Education

Completed Accounts Payable Course in Genome in Genpact

Websites

Timeline

Senior Analyst

Genpact India Pvt Ltd
05.2024 - 12.2024

Branch Manager

Muthoot Fincorp Ltd
10.2021 - 04.2024

Unit Manager

SBI Life Insurance
09.2017 - 11.2018

Sales Associate

Indusind Bank Ltd
01.2016 - 06.2017

Resolutions Officer

ANZ Services India Pvt Ltd
07.2009 - 04.2010

Team Member

JP Morgan Chase
07.2007 - 03.2009

Process Associate

Hewlett Packard
05.2006 - 05.2007

Bachelor of Business Administration And Management - Accounting And Finance

SDM College of Business Management, Mangalore University

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ARCHANA K J