Summary
Overview
Work History
Education
Skills
Certification
Awards
Websites
Timeline
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Kiran Verma

Kiran Verma

Gurgaon

Summary

Senior Team Member at Bank of America with 4+ years of experience in wealth management operations, specializing in retirement accounts, compliance, and portfolio analysis. Skilled in due diligence and process improvement, with a proven record of accuracy, collaboration, and award-winning performance.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Team Member

Bank of America
07.2022 - Current
  • Managed retirement accounts by auditing, updating beneficiaries, and reviewing investment strategies per Merrill Lynch guidelines.
  • Ensured regulatory compliance through thorough due diligence checks and document verification.
  • Maintained customer and retirement account data with complete accuracy.
  • Resolved advisor and client inquiries to deliver exceptional service quality.
  • Identified and implemented process improvements to enhance operational efficiency.
  • Published daily MIS reports to ensure data accuracy and rectify discrepancies.
  • Conducted audits of new joiners while providing comprehensive process training and mentorship.

Team Member

Bank of America
10.2020 - 06.2022
  • Conduct due diligence for 401(k) retirement plans; ensure SLA, TAT, and CTQ compliance.
  • Manage invoicing and billing processes with high precision.
  • Provide timely responses to client service requests and transactions.
  • Educate clients on retirement plans and maintain service excellence.
  • Built strong internal and client relationships through effective communication and consistency.

Education

MBA - Finance & Human Resource

KIIT College
01.2023

Bachelor of Commerce - Finance

K.R. Mangalam University
01.2020

Skills

Compliance and due diligence

  • Retirement account management
  • Quality assurance
  • Power BI fundamentals
  • Management information systems
  • Team mentoring
  • Customer relationship management

Certification

  • Business Acumen – Level 1 & 2
  • Business Finance Foundations
  • Operations Management
  • Basics of Power BI

Awards

Gold, silver, and bronze awards – for exceptional performance in retirement operations, recognition e-cards from onshore teams for performance and volunteering, top performer – consistently for the last two years

Timeline

Senior Team Member

Bank of America
07.2022 - Current

Team Member

Bank of America
10.2020 - 06.2022

MBA - Finance & Human Resource

KIIT College

Bachelor of Commerce - Finance

K.R. Mangalam University

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Kiran Verma