Summary
Overview
Work History
Education
Skills
Accomplishments
Extracurricular Activities
Languages
Personal Information
Timeline
Generic
Beerpal Kaur Singh

Beerpal Kaur Singh

Mumbai

Summary

Dynamic Business Operations Specialist with a proven track record in optimizing operational processes and implementing effective business solutions. Expertise in project management, strategic planning, and process improvement, consistently delivering results that enhance efficiency and reduce costs. Strong analytical and problem-solving skills drive successful project outcomes and contribute significantly to overall business performance. Seeking to leverage extensive experience in challenging assignments across multiple functions.

Overview

16
16
years of professional experience

Work History

Team Leader

Accenture Solutions Pvt. Ltd
03.2023 - Current
  • Acted as the primary liaison for clients, comprehending their reporting needs and ensuring expectations were met.
  • Setting goals and objectives for each team member and providing regular feedback to help them improve performance
  • Conduct regular review of all employees performance and organize training sessions for under performers
  • Managed client requests, tailoring reports to meet specific requirements including investment performance, risk analysis, and other portfolio metrics.
  • Keep up with trends and happenings in the industry and ensuring adherence to industry standards
  • Delegate tasks and manage employee development and coordinate with auditors internal and external to meet deadlines and requirement
  • Ensure all internal controls and compliance procedures are properly implemented
  • To escalate and discuss issues as required and identify scope for process improvements on an ongoing basis SLA Compliance and Service Quality

Business Process Svcs Analyst

Accenture Solutions Pvt. Ltd
07.2019 - 02.2023
  • Joined a pilot project in July 2019 with Accenture for capital Market
  • Successfully migrated Data Coe (Core of Excellence) process being a pilot batch
  • Documented the SOP (Standard Operating Procedure) and trained other teammates on process
  • Largely responsible to build the project and identifying assess complex problems for area of responsibility
  • Act as a liaison between portfolio managers and investors
  • Evaluated portfolio performance and risk exposure to support client investment success
  • Prepared reporting spreadsheet in alignment with client needs
  • Designing and creating custom spreadsheets with help of excel base tool like performance reporter, interactive query tool, one view and external application like orbit, enterprise reporting, envoy application as per reporting requirement and rebuild final output in excel
  • Active participation in process improvements and enhancements for efficiency
  • Encourage team members to challenge existing processes and contribute to make the process more efficient & effective
  • Maintain group mailbox, trackers and assist with MIS reporting and managing New hire's Onboarding and Offboarding process, adhering to all compliance activity
  • Ensured no dues clearance and coordinating all exit formalities in partnership with Client
  • Partner with technology and perform UAT testing for any of the new enhancements & work on the project cycle

Senior Analyst

Royal Bank of Scotland
09.2017 - 07.2019
  • Portfolio owner for more than 200 connections managing all the activities for all customers in these connections right from excess management, EWI, DWI, diary notes, tasks including the consent to lease, lease extension, redemption letters, audit letters, account closures, fee charging, security releases etc
  • Along with the annual review for each of the connections
  • Managing the BACS process, making sure the BACS files are run on timely manner and preparing weekly reports
  • Maintaining statistical and financial records
  • SPOC for all system accesses for the new joiners across all teams in portfolio management
  • Independently overseeing the effective management of risks and controls
  • Completing assurance reviews of appropriate quality and within allocated milestones
  • Providing regular testing updates and assists delivery of adhoc requests from stakeholders
  • Providing senior executives with relevant management information and reports
  • Supporting the team with stretch assignments

Sr. Associate

Royal Bank of Scotland
10.2013 - 09.2017
  • Respond to customer requests received on email boxes of the bank e.g
  • KYC mail box, Doorstep request etc
  • Coordination with the branches for exceptional processing of customer's requests
  • Actioning of request/complaints highlighted through branches
  • Maintain and publish MIS of the requests and complaints actioned and weekly / Monthly MIS (Error/Daily Attendance/Shift Allowance/Fax report) published to respective teams
  • Taking supervisory & escalations related to the product
  • Providing ideas for process improvement by bringing in best practices
  • Handling floors and monitoring AVAYA
  • Reverting and checking of Net banking and In-service files, responding on customer queries received on Net banking mailbox
  • Assist the process trainer in delivering refresher training every month on the gap areas identified through the various audit processes
  • To have a consistently motivated team that is focused on work, results and co-curricular activities

Banker

Royal Bank of Scotland
05.2012 - 10.2013
  • Handling and monitoring day to day Branch banking operations which covers transaction processing (NEFT/RTGS/DD/OD/FD/RD) customer request and query resolution
  • Taking care of CASA account opening
  • Discussing the financial requirements of, and providing financial advice to clients
  • Processing payments and withdrawals
  • Handling KYC documents process, taking care of welcome kits & cross checking with client through phone or email
  • Responding on customer queries received on mailbox and crossed trained in various products within branch and Dealing with complaints / Publishing Daily MIS activity end of the day
  • Promoting the bank's services and Authorising and evaluating overdrafts and loans

Phone Banking Officer

Royal Bank of Scotland
12.2008 - 04.2012
  • Attending inbound calls for Preferred and General Banking customer of India Retail Bank
  • To handle inbound calls regarding all the savings account, current account, personal loan home loan, auto loan, credit line accounts, mutual fund accounts
  • Processing of Doorstep Banking requests like demand drafts, cash delivery
  • Assisting customers in there net banking queries and problems
  • Handling queries pertaining to Demat accounts / Mutual Funds / TMU(Tail Management Unit)

Education

Bachelor of Arts -

Mumbai University

Skills

  • Committed, service oriented approach / Believe in team work, Positive attitude
  • Adaptable and flexible
  • Complaint resolution
  • Client support
  • Onboarding and orientation
  • Process improvement
  • Teamwork and collaboration

Accomplishments

  • Awarded as Business Excellence award for 2023 Q1 in Accenture
  • Awarded as Spot award for quick learner June'20 in Accenture
  • Recently awarded Spot Ovation to delivering excellence performance.
  • Awarded for Gold Award for Bacs project & 24 spot ovations for till now sharing unique ideas with the team.
  • Recently awarded with LOV (Living Our Values).
  • Received appreciations from customers to provide solutions and follow up on their cases.
  • Awarded for Star Performance for 2 times in a current year.

Extracurricular Activities

Participation in OWIJ (One Week in June) to raise the fund for charity. Participation in CSR activities. In Feb 2016 & Dec 2018 had visited to Ranthambor with Magic Hands Team for awareness on cleanness and got the Certification for 100% participation. Was a part of Coastal clean up every year. Part of Fun @ Work.

Languages

  • English
  • Hindi
  • Marathi
  • Punjabi

Personal Information

  • Hobbies: Music, Swimming, Traveling
  • Date of Birth: 10/01/82

Timeline

Team Leader

Accenture Solutions Pvt. Ltd
03.2023 - Current

Business Process Svcs Analyst

Accenture Solutions Pvt. Ltd
07.2019 - 02.2023

Senior Analyst

Royal Bank of Scotland
09.2017 - 07.2019

Sr. Associate

Royal Bank of Scotland
10.2013 - 09.2017

Banker

Royal Bank of Scotland
05.2012 - 10.2013

Phone Banking Officer

Royal Bank of Scotland
12.2008 - 04.2012

Bachelor of Arts -

Mumbai University
Beerpal Kaur Singh