Aswini Rudramurthy
Ambur
Summary
Customer relations professional with self directed nature & analytical problem-solving abilities equipped with operational & technical knowledge in US retirement & claims. Seeking a position where I can learn & contribute for the growth of the organisation.
Overview
6
6
years of professional experience
Work History
PROCESS SPECIALIST
FIDELITY INVESTMENTS
CHENNAI
04.2022 - Current
- Processing monetary and non-monetary retirement plan transactions for assigned clients/transactions
- Includes IRA accounts Including EFTs,withdrawals
- PTOP (Plan to plan rollovers)
- ET (Error tacking)
- Backoffice transactions
- By Phone (Full payout & Partial Pay.
PROCESS ASSOCIATE
TATA CONSULTANCY SERVICES(TCS)
CHENNAI
06.2018 - 03.2022
- Verifying the Clients details as per the ownership and performing quality checks as per the US guidelines and policies
- Analysing the payout amount and documents as per the state regulatory and making the payment to the Clients as requested
- Dealing in money-out processing, deals with cash goes out in the form of surrenders and financial out-goings
- Handling report such as Daily report and WMS reports
- Ensure adherence to quality norms and procedures thereby it helps to achieve CSS targets
- Knowledge in Citrix Application and Excel
- Perform Periodic reviews on all SOPs and Create SOPs for new processors
- Involved in weekly Onshore Webex meetings to provide weekly workload and create MOM (Minutes of meeting) post discussion
- Involved in Business sign off for new process with Onshore and Offshore senior managers
- Work experience in applications like CITRIX, WMS, ALIP, OnBase, VS10, MDP and DVFS
- Daily analysing and validate the results for financials with the team Members.
Education
B.SC., Mathematics - undefined
Vivekananda College of Arts and Science for Women (Autonomous), Periyar university
HSC - undefined
Bethel Matriculation Higher Secondary School, Ambur, State board
SSLC - undefined
Bethel Matriculation Higher Secondary School, Ambur, State board
Skills
Processing multiple client request in single macro to save time and efficiency
undefinedProjects And Achievements
- PTOP Batch Processing's
- PTOP (plan to plan rollovers) Batch Macro Using Rumba (R Tool) & Excel macros processing multiple work items accurately in less time.
- BOT Queue - Working with UDI team in enhancing & implementing AIto operations for reducing errors.
Total Years Of Experience
5.8 YEARS (06/25/18 TO PRESENT)
Competencies And Skill Set
- Strong Working knowledge of Financial System & Reporting tools.
- Ability to multitask and prioritize to ensure accurate and timely completion of work.
- Team player with excellent communication, analytical and problem-solving skills, and client orientation.
- Strong relationship management skills with internal and external clients.
- Proficient in MS Excel functions.
Personal Information
- Date of Birth: 12/08/97
- Gender: Female
- Nationality: Indian
- Marital Status: Unmarried
Awards
- 2 On the Spot Award.
- 3 BPS Star Performer Award.
- Special Achievement Award.
- BPS Champions League- Team Award.
Timeline
PROCESS SPECIALIST
FIDELITY INVESTMENTS
04.2022 - Current
PROCESS ASSOCIATE
TATA CONSULTANCY SERVICES(TCS)
06.2018 - 03.2022
B.SC., Mathematics - undefined
Vivekananda College of Arts and Science for Women (Autonomous), Periyar university
HSC - undefined
Bethel Matriculation Higher Secondary School, Ambur, State board
SSLC - undefined
Bethel Matriculation Higher Secondary School, Ambur, State board
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