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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