Bipin Rane
Thane
Summary
Accomplished Group Manager with a proven track record at SS&C Fintech, adept in operations management and strategic planning. Excelled in enhancing team efficiency by overhauling processes and leading a significant pension account migration. Skilled in Innovation and fostering strong client relations, I bring leadership and interpersonal excellence to drive performance and client satisfaction.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Group Manager
SS&C Fintech
Navi Mumbai
07.2020 - Current
- Company Overview: Transfer Agency is a financial institution that acts, for a fee, as a record keeper for a publicly traded company, investment company, or similar company.
- Managed various investment products, such as ISA (Individual Savings Account). JISA (Junior Individual Savings Account), OEIC (Open-Ended Investment Companies), etc. Currently managing the UK pensions process.
- To ensure that all money-in and money-out transactions are placed within the valuation point applicable to the management company.
- Ensuring adherence to client SLAs, KPIs, and deadlines during high volumes, with a high level of quality and production.
- Responsible for workflows like Repurchase, Deposit, Switches, Transfer Out, Account maintenance, Regular Contribution, AML, Refunds, etc.
- Responsible for increasing the efficiency and capacity utilization of the department, and efficiently using the AOM (Active Ops Management) tool.
- Hiring staff, on-the-job training (OJT), access, and licensing criteria.
- Preparing monthly/quarterly dashboards, and preparing MIS (both internal and for clients).
- Collaborating with business managers in the UK to ensure the smooth functioning of the overall process, implementing regulatory changes, quality, and resource management, etc.
- To be an active member of calls with clients and stakeholders, and to discuss overall performance, resolve queries, and create an action plan for the improvement of the process.
- To coordinate effectively with the Quality coach/SME for the management of the overall team quality, and to initiate a project to improve the numbers.
- Currently handling a team of 120 members for the pension process.
- Support robotics and automation for FTE efficiency, and also run an Idea Generation drive within the team.
- I am also part of the BCP team (Business Continuity Plan) and am responsible for responding during a BCP situation.
- Responded promptly to customer inquiries or complaints regarding services offered by the organization.
- Resolved conflicts between employees through effective communication and mediation techniques.
- Analyzed data from customer surveys to gain insights into customer needs and preferences.
- Developed and implemented team strategies to increase efficiency and productivity.
- Conducted performance evaluations and recommended promotions or additional training.
Operations Manager
Syntel Private Ltd
Mumbai
02.2007 - 06.2020
- Monitored and improved efficiency of processes, team performance, and customer service.
- Developed and implemented operational procedures to ensure quality standards are met.
- Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
- Created detailed reports on the performance of individual departments within operations.
- Analyzed data from daily reports to identify trends in production performance metrics.
- Assessed employee development needs and provided feedback on their progress towards meeting goals.
- Built strong operational teams to meet process and production demands.
- Presented performance and productivity reports to supervisors.
- Measured and reviewed performance via KPIs and metrics.
Junior Executive
Quest2Travel.com India Pvt. Ltd
Mumbai
11.2004 - 12.2006
- Maintained up-to-date knowledge of airline policies and procedures regarding ticketing, baggage allowance and rebooking and cancellation fees.
- Booked transportation and hotel reservations using computer or telephone.
- Coordinated travel arrangements, including flights, hotels, and car rentals, for diverse client base.
- Offered exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
Education
B. Com -
Mumbai University
Mumbai, MAHARASHTRA, INSkills
- Interpersonal
- Leadership
- Project management
- Customer reporting
- Operations management
- Performance improvement
- Customer relations
- Strategic planning
- Performance monitoring
Certification
- IOC certified (Investment Operations certificate), 03/01/13
- FA2 Pensions Administrations, 11/01/18
Awards
- Great Job Award- Dependable, 05/01/09
- Two Performance Converge awards Q1 2009 and Q3 2012
- Two Titan of the Month Oct 2011 and July 2012
- AGILE Value Award, Q3 2016
- Two EBRS Award Q-3 2016 and Q1 2017
- CISI Top performer award, 2014
- Extra Miler, Q4 2015
- SJP Superstar Award, March 2017
- ACM Award, 2018
- Two Excellence Award Q3 2020 and Q4 2022
- Shout Out, Jan 2022
Affiliations
Bluedoor Migration (Nov-2015)
I was part of many clients account migration including, Allianze, Aberdeen, Neptune management companies. There were two big migrations happened in this organization.
One was operating system change, that is from AWD, FAST to Bluedoor. I was part of this migration and responsible for structured training plan and resource management without impacting the valuation point and SLA.
RA Pension Migration (Oct-2016):
This is the second biggest migration in the company. Where new product was migrated from old SALAS system into newly migrated Bluedoor system.
Me along with my team was travelled to onshore (Scotland ) for three months and migrated this team. The team has grown from 10 to 600+ since then. I was responsible for learning the new product, workflows and training offshore team, managing resources, daily SLA management , procedure drafting, managing risk and adding controls where necessary.
Languages
- English, Expert
- Hindi, Expert
- Marathi, Expert
Timeline
Group Manager
SS&C Fintech
07.2020 - Current
Operations Manager
Syntel Private Ltd
02.2007 - 06.2020
Junior Executive
Quest2Travel.com India Pvt. Ltd
11.2004 - 12.2006
B. Com -
Mumbai University
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