Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Personal Information
Timeline
Generic
Indrayani Hanmant Agrale

Indrayani Hanmant Agrale

Sr. Process Associate
Pune

Summary

To be a part of a dynamic and growth-oriented organization that will provide me a challenging career and opportunity for learning new skills.

Overview

7
7
years of professional experience
3
3
Languages

Work History

Senior Process Associate

WNS Global Services Pvt. Ltd
Pune
12.2018 - Current
  • Directing the end-to-end resolution of complex pension plan inquiries for high-net-worth clients and professional financial advisors, ensuring alignment with regulatory standards.
  • Calculating projected maturity values and retirement estimates using historical data and future growth projections to assist clients in long-term wealth planning.
  • Generating precise maturity price quotes and preparing partial transfer quotes via Intraquote.
  • Overseeing the integrity of policy data, including beneficiary designations and the rectification of sensitive personal information to maintain compliance and audit readiness.
  • Executing high-priority "Valuable Information Requests" and manual complex data requests of pension plans.
  • Streamlining and processing bulk client requests with high accuracy, optimizing workflow efficiency for the organization.
  • Managing professional correspondence with Financial Advisors, providing data-driven insights.

Education

M.Com - Commerce & Research Center

SP Pune University
India
01.2018

B.com - Financial Accounting

SRTMU Nanded
Latur
01.2016

HSC - Commerce

MH.State Board
Latur
01.2013

SSC - Z.P.H.School Bori

MH.State Board
Latur
01.2011

Skills

Microsoft Office-MS Word, PowerPoint and Excel

MS-CIT course

Tally ERP 90 & GST

Mainframe

Accomplishments

  • Awarded by Front-Runner Award for Best Performance
  • Received Onshore Appreciation for well processing

Interests

Listening music
Making friends
Decoration
Cooking

Personal Information

  • Date of Birth: 11th January 1996
  • Marital Status: Married

Timeline

Senior Process Associate

WNS Global Services Pvt. Ltd
12.2018 - Current

M.Com - Commerce & Research Center

SP Pune University

B.com - Financial Accounting

SRTMU Nanded

HSC - Commerce

MH.State Board

SSC - Z.P.H.School Bori

MH.State Board
Indrayani Hanmant AgraleSr. Process Associate