Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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KAMAL RAJ

Bengaluru

Summary

12+ years of experience in financial services and investment solutions (different type of retirement services implementation- DC and management, US retirement account opening and Institutional wealth management. Results focused with attention to detail and strong follow-through on systems projects. Continuously improving and optimising systems for increased efficiency, improved functionality and usability. Expertly matches user requirements and aligns systems with specifications.

Overview

14
14
years of professional experience
5
5
years of post-secondary education

Work History

EXPERIENCE Senior Analyst

CurrentFidelity
Bengaluru
05.2010
  • Implementation of 401K reporting service process

01.2012 - Current
  • New plan set up: Establish Plan with standard functionality and plan specific options on all fidelity systems
  • Existing plan maintenance: Change existing option to expand plan provisions at the direction of the account manager and the client
  • To all ECM plans (mass sweeps)
  • Acts as an Initial point of contact for MD, RM, TPA and all upstream teams
  • Work on administrative task and functions
  • Collaborating with multiple upstream and downstream stakeholders for issue clarification / resolution
  • Identifying and driving process improvement ideas
  • Responsible for coding and testing all ECM plans to ensure that plan information is correct
  • The service like ET, AE, Flex and 30 + other services would be configured to the new plan and we touch up more on Reconfiguration (Ongoing Plan) plan on these services
  • There are new products introduced and our responsibility is to ensure the newly configured Product works fine from both the ends i.e
  • From client & the Organization (Fidelity)
  • Involved in quality improvement projects
  • Experience in reducing MTP (Manual touch points) in process and generating a scope of automation
  • Design and configuring the systems with funds loans & withdrawals and adding banking details with EFT information as per client requirements
  • Involved in analysing reports like Suspension tracking, TAT, PASW , Utilization reports.

01.2010 - 01.2012
  • Handling all aspects of withdrawing money from a 401K account and processing requests daily, accurately, and on time, while maintaining appropriate control measures to manage risk
  • Assisting Relationship Managers and Client Facing Team with the daily administration of contributions
  • Handling discrepancy requests to ensure that 401K plans are well managed, verifying that processing has been completed correctly, preventing errors in Fidelity’s transaction records, minimizing potential for financial losses and sending plan-based reports to the client
  • Acting as a Learning Catalyst in Domain trainings and for new Joiners to make them understand the process better
  • Taking additional responsibilities to cover up the Team volume, mentoring new folks, Tat misses items and PPMC
  • Analyse the root cause of issues/errors to provide feedback and place controls to evade it.

Financial Associate

Dell, Perot system
Chennai
04.2009 - 04.2010
  • Transaction processing
  • Worked as a Cash Poster (Non- Voice ) in Medical Billing
  • Development of Co-associate
  • Mentoring and Trained new team member

Education

Master of Business Administration - Finance

University of Madras
07.2018 - 07.2020

Bachelor of Science - Physics

DG Vaishnav
07.2004 - 07.2007

Skills

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Additional Information


  • D 3- Domain Certified in DC - Implementation
  • Completed RPF1& 2 (ASPPA) .
  • Awarded "you have earned it" several times.
  • Awarded as a "Star performer" several times.
  • Awarded several times" zero defect" for process accuracy.

Timeline

Master of Business Administration - Finance

University of Madras
07.2018 - 07.2020

01.2012 - Current

EXPERIENCE Senior Analyst

CurrentFidelity
05.2010

01.2010 - 01.2012

Financial Associate

Dell, Perot system
04.2009 - 04.2010

Bachelor of Science - Physics

DG Vaishnav
07.2004 - 07.2007

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KAMAL RAJ