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