Neha Agarwal
Pune
Summary
Result-driven Associate Process Manager with a solid background in managing and optimising various business processes. Demonstrated strengths include capacity to implement process improvements, ability to coordinate cross-functional teams, and skill in using data analysis tools for decision-making. Made significant impact by streamlining operations, reducing waste, and enhancing productivity in previous roles.
Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
8
8
years of professional experience
Work History
Associate Process Manager
Eclerx
Pune
11.2024 - Current
- Managed process documentation and workflow to ensure compliance with operational standards.
- Collaborated with cross-functional teams to identify process improvement opportunities.
- Led training sessions for staff on new procedures and system updates.
- Facilitated regular meetings to discuss project status and address team challenges.
- Coordinated project timelines and deliverables to meet organizational goals effectively.
- Monitored the progress of projects and took corrective action when needed.
- Conducted regular meetings with team members to review progress on process improvements.
- Conducted training sessions for new staff members on established processes and procedures.
- Performed root cause analysis of operational issues to identify underlying problems.
- Established and maintained relationships with external stakeholders to ensure process improvement initiatives were successful.
- Supervised production schedules, production quality and on-time delivery.
Senior Associate- Billing/Remittance
BNY Mellon International Ops Ltd
07.2021 - Current
- Perform Invoice verification
- Review daily ACH auto debit payments
- Process return transactions
- Sharing reconciling and updating of regular AR Report with the Team for daily payment collection
- Should maintain SLA and provide monthly KRA report
- Follow the incident and regulatory breach while processing payment
- Analyzed data and created reports for senior management.
- Resolved customer inquiries in a timely manner while adhering to service level agreements.
- Coordination offshore/onshore teams for the payments and discuss daily tasks in meetings
- Validation of invoices and creating PO basis the-estimate or template
- Achieving Team target within the specified duration
- Receiving payments via cheque/EFT or WIRE and need to find accurate invoices to be applied as per the details given
- ECRM updating and processing requests by coordinating with different core team
- The invoices would be in parent level, coordinating with CSM and get all the child level invoices and get it apply accurately
- Maintaining proper data for the future updation as if we get the same client
- Making proper follow up with CSM's and closing the ECRM cases
- To handle the customer's complex and above 100K payments and get it apply accurately by contacting different departments.
- Identified needs of clients promptly and efficiently.
Senior Pension Administrator
Marsh & McLennan Companies
Pune
04.2017 - 06.2021
- Client profiling and Pension calculations as per client's requirements
- Contribute towards professional development of the team - impact process knowledge, handle routine queries
- Achieving Team target within the specified duration
- Report Analysis for the team errors
- Project handling for GMP and particular specifications
- Investor Relations, MS Office, Account Reconciliation, Data Reconciliation, and Company Secretarial Work
- Co-ordination with UK clients on regular basis
- To ensure the member's requirements are fulfilled
- Making proper follow-up with the actuaries and closing the cases
- To handle the customer grievances and ensure getting resolved by coordinating with different departments.
Education
M.B.A -
D.Y. Patil institute of Technology and Management Pune
05-2016
B.C.A -
Ness Wadia College of commerce, University of Pune
04-2014
H.S.C -
St. Mira's College for girls
05-2011
S.S.C -
All Saints High School
05-2009
Skills
- Process documentation
- Workflow optimization
- Root cause analysis
- Stakeholder engagement
- Performance reporting
- Client relationship management
- Team collaboration
- Effective communication
- Problem solutions
- Invoice validation
- Advanced excel
- Cell formatting
- DA Expert to organise team's accuracy and rejection reports into detailed pivot tables
- Client Management
- Automated manual MS-Excel tasks using macros which lead to a 12% boost in productivity
- Managing large datasets with functions: IF, SUM, INDEX, MATCH, VLOOKUP
- Building charts and graphs
- Sorting and filtering data
- Research and development
- Analytical ability
- Hands on Base Ms-Access and PowerPoint
- Problem solving
- Public relations
- Customer service
- Training delivery
- Business Intelligence
- Client Relationship Management
- Data Modeling
Languages
1,C2,1,C2
<Enter your own>
- Date of Birth: 09/20/93
- Gender: Female
Additional Information
Strongly believes in networking, building healthy relationship, open communication, continuous learning, etc., Certification in Pensions APE, Organized various inter-college sports events during my Bachelor's and Organization curriculum.
Timeline
Associate Process Manager
Eclerx
11.2024 - Current
Senior Associate- Billing/Remittance
BNY Mellon International Ops Ltd
07.2021 - Current
Senior Pension Administrator
Marsh & McLennan Companies
04.2017 - 06.2021
M.B.A -
D.Y. Patil institute of Technology and Management Pune
B.C.A -
Ness Wadia College of commerce, University of Pune
H.S.C -
St. Mira's College for girls
S.S.C -
All Saints High School