Naveen J
Bengaluru
Summary
Dedicated professional with a focus on regulatory adherence and process optimization. Experienced in managing financial transactions and ensuring compliance, ready to leverage expertise to enhance operational efficiency and participant satisfaction.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
Work History
Business Analyst
Fideility / Genpact
Bengaluru
01.2025 - Current
- Distribution Processing- Assessing participant eligibility for distributions, analyzing available distribution options, and executing related requests.
- Processing Beneficary distribution, QDRO, Plan to Plan, Rollovers, Forfeiture funds etc
- Knowledege in omni application
- Loan -Overseeing the management of loan applications, and ensuring adherence to plan regulations.
- Facilitating the provision of Required Minimum Distributions (RMDs) to participants, in compliance with
- established plan rules and regulatory guidelines.
- Participant Data Management - Maintaining and updating participant records, including personal information,
- Beneficiaries, investment choices, and salary deferral contributions.
- Managing a range of financial transactions, including checks, wire transfers, and Automated Clearing House (ACH) payments.
Process Analyst
Brodridge finanacial service
Bengaluru
11.2022 - 01.2025
- Managed Individual Retirement Accounts (IRA) including Traditional IRA, Roth IRA, SEP IRA, Simple IRA,
- Rollover IRA, and 401(k) plans.
- Processed a variety of financial transactions daily, including checks, wires, journal entries, and ACH transfers.
- Handled IRS tax forms including 5498 and 1099-R, including necessary corrections.
- Balanced state and federal taxes on a daily basis to ensure compliance.
- Assisted with contributions and distributions tailored to client requirements.
- Worked with U.S. tax forms such as W-8 and W-9.
- Monitored client communication through mail correspondence.
- Organized team-building activities to foster a positive work environment.
Process associate
Belnd India pvt ltd
Bengaluru
12.2020 - 11.2022
- Coordinating the scheduling of date, time, and location for notary services to facilitate signing
- Assisting in the preparation of client mortgage documents and verifying essential details, including deeds,
- deeds of trust, borrower and co-borrower names, property addresses, and signatures.
- Conducting process training for newly onboarded team members and performing comprehensive quality
- control (QC) assessments.
- Managing the group mailbox and responding to inquiries from the onshore team.
Education
BBA - Finance
Seshadripuram Collage
Bengaluru, India 06.2018 - 09.2020
Skills
- Data analysis
- Financial compliance
- Distribution processing
- Participant data management
Timeline
Business Analyst
Fideility / Genpact
01.2025 - Current
Process Analyst
Brodridge finanacial service
11.2022 - 01.2025
Process associate
Belnd India pvt ltd
12.2020 - 11.2022
BBA - Finance
Seshadripuram Collage
06.2018 - 09.2020