Summary
Overview
Work History
Education
LinkedIn
Accomplishments
Affiliations
Languages
Timeline
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JYOTI KUMARI

JYOTI KUMARI

Hyderabad

Summary

Results-driven retirement planning specialist with over 9 years of experience in managing and optimizing retirement benefit programs, including Annuities, 401(k), 403(b), and pension plans. Proven track record in enhancing plan performance, ensuring regulatory compliance, and delivering exceptional client service. Adept at analyzing financial data, educating participants, and implementing strategic improvements to meet organizational and client objectives. Strong communicator with a keen ability to translate complex retirement concepts into actionable insights.

Overview

9
9
years of professional experience

Work History

Business Advisory Analyst

Accenture
Hyderabad
07.2024 - Current
  • Managing enrolments, contributions, and withdrawals for both the 403(b) and 401(k) plans to ensure operational efficiency.
  • Managing and updating records related to retirement plans, ensuring data accuracy and compliance with company and regulatory standards.
  • Managing 403(b) and 401(k) plan administration in accordance with regulatory obligations and company policies.
  • Advising business process improvements based on performance metrics and detailed observations.

Process Developer

Genpact
Hyderabad
07.2023 - 07.2024
  • Supported clients in the US insurance sector by summarizing and analyzing their financial information related to insurance coverage, investments, risk management, and overall financial planning
  • Effectively communicated work status and client issues to higher management for transparency, alignment, and efficient problem resolution.
  • Entered account data to document financial transactions with precise recording of monetary activities for businesses or individuals.
  • Maintained awareness of federal, state, and local financial legal requirements to guarantee compliance. Kept up-to-date with existing and new regulations.
  • Demonstrated the ability to handle complex problems and issues through a sound understanding of root causes resulting in effective solutions implementation.
  • Created effective training plans for employees, promoting ongoing growth, skill enhancement, and optimal performance.
  • Prepared reports documenting checks received through the US bank (Lockbox) portal and Mailroom
  • Performed daily clearing of journal and ledger entries from Workday, directing funds to a Mainframe application.
  • Evaluated creditworthiness and performed financial analysis by monitoring financial covenants and credit metrics
  • Played a pivotal role in driving process improvements, contributing to enhanced project efficiency (Lean Idea)

Process Developer

Genpact
Gurugram
01.2020 - 07.2023
  • Supported clients in the US insurance sector by summarizing and analyzing their financial information related to insurance coverage, investments, risk management, and overall financial planning
  • Effectively communicated work status and client issues to higher management for transparency, alignment, and efficient problem resolution.
  • Demonstrated expertise in US insurance processes as an SME responsible for end-to-end application processing, including familiarity with regulatory guidelines.
  • Maintained awareness of federal, state, and local financial legal requirements to guarantee compliance. Kept up-to-date with existing and new regulations.
  • Demonstrated the ability to handle complex problems and issues through a sound understanding of root causes resulting in effective solutions implementation.
  • Created effective training plans for employees, promoting ongoing growth, skill enhancement, and optimal performance.
  • Resolve escalated business problems to keep operations moving smoothly
  • Played a pivotal role in driving process improvements, contributing to enhanced project efficiency (Lean Idea)
  • Effectively communicated with external and internal clients to understand and address their needs, expectations, and concerns.
  • Enhanced team productivity by training, coaching, and mentoring new hires through their onboarding and development phases

Process Associate

Ameriprise Financials
Gurugram
08.2015 - 12.2019
  • Validate set of received documents & information submitted by the client and advisor
  • Financial & Non-Financial transaction through internal system, & create annuity accounts, clients, organisation, estate, trust on our multiple application
  • Process cash application as well as transfer requests in a timely and accurate manner
  • Non-Financial transaction - e.g., Ownership change, annuitant change, beneficiary change, Name change, POA, Address change, Return mail, Maturity extension
  • Interact with advisor through email/chat to provide information about services or products, cancel contract, open new contract etc
  • Prepared daily, weekly and monthly production report
  • Provide recommendation & feedback in Ask Article (Ameriprise source of Knowledge) for clear understanding
  • As a SME, demonstrated a thorough understanding of the process workflow, makes informed decisions to move work forward and addressed all process requests, issues & updates
  • Understand issues, and escalate appropriately for timely resolution, provided detail information with required action plans in case of errors
  • Implemented some massive lean ideas to make process smooth
  • Work closely with onshore partners to avoid escalation
  • Successfully migrated business from our previous vendor WNS to Ameriprise financial India

Education

Master of Business Administration - Finance/HR

Army Institute of Management & Technology, IPU
Greater Noida, UP
2015

Bachelor of Business Administration - Finance/HR

Govt. Rajindra College, Punjabi University
Bathinda, PB
2013

Higher Secondary - Arts

KV No.1
Bathinda Cantt, PB
2010

LinkedIn

https://www.linkedin.com/in/jyoti-singh-526ba687

Accomplishments

  • SLA Management
  • Training And Development
  • Process Improvement
  • Project Management
  • Problem Solving
  • Escalation Management
  • Employee Engagement
  • Strong Networking Skills
  • Cross-Functional Collaboration
  • Quick Learner & Multitasking
  • Eye For Accuracy & Organised
  • Highly Responsible And Reliable

Affiliations

Tat Reduction During High Volume Within Available FT's

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2
Punjabi
Advanced (C1)
C1

Timeline

Business Advisory Analyst

Accenture
07.2024 - Current

Process Developer

Genpact
07.2023 - 07.2024

Process Developer

Genpact
01.2020 - 07.2023

Process Associate

Ameriprise Financials
08.2015 - 12.2019

Master of Business Administration - Finance/HR

Army Institute of Management & Technology, IPU

Bachelor of Business Administration - Finance/HR

Govt. Rajindra College, Punjabi University

Higher Secondary - Arts

KV No.1

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