Aroshi Chatterjee
Dwarka
Summary
CAREER OBJECTICE To look forward for a dynamic career in an organization, that creates a benchmark in best practice & Quality in the industry to which it belongs. The career should afford me an opportunity to refine my capabilities, accumulate new learning, explore new dimensions and provide me an environment or a platform to enhance my skills and to grow along with the organization.
Overview
9
9
years of professional experience
Work History
Process Developer
Bank of America
12.2019 - Current
FIL Associate
Fidelity
07.2015 - 12.2018
- New accounts)
- To deal with client investment applications for portfolio rebalancing
- To deal with client’s investment application who deals through brokers & direct
- To create and maintain records of the brokers and the clients
- To process accounts of UK clients for different types of investment requisitions such as validating application, buying new funds and switching funds
- This task is critically time bound and the task involves lots of flexibility on monitoring the queues and moving across multi-tasked queues to ensure the SLA is met on time for dealings and day to day maintenance activity
- Setting up of Monthly Savings Plan, Withdrawal Plan and Redemption
- Communicating with various departments within the company to carry out multiple instructions of the client and trying to resolve the customer query in best possible way ensuring customer delight
- Handling High Net Worth clients and Trust client investment reports
- To handle signoff activities for dealing FNW and FID funds within the deadline
- To analyze and report supervisor about the Business correction errors and allocating errors to the respective departments to correct error so the client is not financially disadvantaged
- Handling supervisory activity
- Notable Highlights:
- Handling the operations of Mutual Funds through various applications such as G-Fas, Pep isa work station
- Actively involved in creating customer’s account and maintaining customer data base
- Ensuring the resolution of the client’s queries through mails
- Efficient and timely delivery of the process task at hand
- Work with high levels of accuracy and follow compliance rules
- Placing the deals for sensitive and high priority customers in accordance with their specifications
- Efficiently managed the multi tasks responsibilities of all maintenance activities through hard-work
- Training existing BAU team
- Work Responsibility (Bank of America)
- The process involves fulfilling servicing uses for commercial loans clients of Small Business and
- Business Banking segment at Bank of America
- The process begins when loans are booked and ends post-payoff when all customer requests have been answered
- Requests can vary from answering a question about a specific loan to reconstructing an account from inception:
- Client/Business Partner request information or a change on a specific loan
- Loan Servicing associate researches request
- Loan Servicing associate performs any needed AFS adjustments/changes
- Resolution/Information sent to requestor
- Handling Live Servicing queue and fulfilling client’s requests within TAT of 48 hours
- Handling Global Work Flow for Loan Administration segment
- Monitoring work flow escalations and resolving them, thereby creating customer delight
- Calibrating with FLM to coach and provide appropriate feedback to the bottom performers as a proactive initiative to minimize errors thus aiming towards delivering quality output.
Benefits Analyst
AON Hewitt
08.2014 - 05.2015
- In India Client Service Group, (CSG) in co- ordination with head office in Chicago, served participants with Defined Benefit Plans, processing annual retirement benefit, qualified coverage, maintenance & deductions
- Developed and maintained standard operating procedures (SOP), resulting in streamlined process documentation for the team
- Project Name: Investment Platform
- Analyzing business/functional specifications, creation of Test scenarios, Execution of Test Cases
- Giving test scenario walkthroughs to business analyst and development team
- Execution of Test Scripts, Test Cases in Quality Centre
- Creation of test data by using G-FAS and Sonata application & searching it by data base
- Expertise in Test Plan creation, Formulating High Level Scenarios, Test case designing, Test execution, Defect logging and reporting along with very good knowledge of various test phases & execution throughout the whole project life-cycle
- Preparation of Status, Defect and Exit criteria report
- Creation of Knowledge acquisition documents & KT sessions within team
- Floor walking in BAU for Sonata Application for knowledge sharing
- Supported BAU team during ISA Session (MSP, PNMSPUN , PNMSPM)
- Training existing BAU team .
Education
B.Com - undefined
Shayma Prasad Mukherjee College- Delhi University
01.2010 - 1 2013
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Sumer Mal Jain Public School
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Sumer Mal Jain Public school
Skills
TECHNICAL QUALIFICATIONSundefined
Additional Information
- Appreciation from Business key stakeholders and Business Analyst team (Fidelity) Received performance appreciation from the employer as well as from Client. (Aon Hewitt) Received Breaking The Silos Award (Fidelity) Received the High five Award for extra efforts (Fidelity) Appreciated with multiple silver and bronze awards for exemplary performance. (Bank of America) Recognized by Line of Business, Higher Management and Reporting Manager for being Top performer for the multiple times. (Bank of America) BP ‘Best Practice’ in the process to given multiple projects to ease and automated the process work (Bank of America)
Timeline
Process Developer
Bank of America
12.2019 - Current
FIL Associate
Fidelity
07.2015 - 12.2018
Benefits Analyst
AON Hewitt
08.2014 - 05.2015
B.Com - undefined
Shayma Prasad Mukherjee College- Delhi University
01.2010 - 1 2013
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Sumer Mal Jain Public School
undefined
Sumer Mal Jain Public school
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