Pradyumna Jadhav
Pune
Summary
Dynamic Senior Analyst with expertise in Annuity processing and AML, KYC compliance, honed at Marsh & McLennan & TCS. Proven track record in enhancing client satisfaction through comprehensive reporting and effective communication. Adept at team collaboration and problem-solving, driving process improvements that elevate operational efficiency. Proficient in Microsoft Office and advanced analytical tools.
Overview
8
8
years of professional experience
Work History
Senior Analyst
TCS
Pune
08.2025 - Current
- Managed annuity insurance cases to ensure compliance and accuracy.
- Utilized Salesforce and Conversant,ALIP for effective case management.
- Prepared daily insurance cases, performing thorough audits for consistency.
- Compiled life insurance reports for USAA, covering auto, home, banking, and investment sectors.
- Processed and audited MNRF address change bank change reports with valid documentation.
- Conducted meetings with onshore teams to discuss case statuses and improvements.
Senior Analyst- Pension Administration
Marsh & McClennan (Mercer)
Pune
03.2020 - 07.2025
- Expertise in preparing comprehensive Annual Portfolio Reports on Defined Contribution (DC) Schemes for UK-based clients, working with prominent providers such as Aegon, Aviva, Standard Life, Octopus Wealth Management, Royal London, and Fidelity Investments.
- Prepared annual letters that effectively communicate portfolio information, enhancing client knowledge and satisfaction. Ensured seamless communication by distributing Annual letters and Portfolio reports through the client's preferred methods.
- Conducted meticulous Client Due Diligence checks, ensuring compliance with Anti Money Laundering (AML) regulations. Utilized advanced tools such as LexisNexis and PEP verification to verify identities and detect Politically Exposed Persons
- Provided essential backend support for client identity verification including the maintenance of personal and financial records.
- Played a key role in processing annuities and valuation for clients and preparing their portfolio and managing monies.
- Demonstrated leadership skills by peer reviewing and auditing colleagues' work, and offering guidance and mentorship, contributing to team growth and development.
- Provided role-related training and coaching to new joiners and other staff to widen understanding of their roles within the organization.
- Checked third-party information and completed due diligence to generate accurate and detailed reports for management.
- Identified opportunities to improve and streamline processes, making regular suggestions and recommendations to supervisors and management.
Associate
WNS Global services
07.2019 - 03.2020
- Preparing pension statement and retirement statement for Ireland and Scotland.
- Keeping record of members death and pension KYC and preparing documents monthly.
- Preparation of annual benefits statement for the policy holder.
- Dealt with Life and Pension policies.
Associate
Reliance Commercial Finance
03.2018 - 02.2019
- Handling all banking of commercial finance of Pune and spoke location of Maharashtra.
- Keeping daily records of all banking activities like- Reconciliation, Jotting, Cash file and Check file.
- Interacting with clients for loan accounting opening and closing procedures.
- Settling cash and loan closure procedures.
- Month-end close activities like- Cash reconciliation.
- Produce reporting to local management and Division to support decision making
Education
B.Com - Commerce
Vidya Bhavan College of Commerce
Pune2016
Skills
- Team collaboration and problem-solving
- Annuity processing
- Insurance administration
- Risk assessment
- Multitasking and prioritization
- Time management
- Verbal and written communication
- Application proficiency: LMS, Oracle, Finnone, CRM
- Microsoft Office suite expertise
- Excel and PowerPoint skills
- AML compliance
Education
other
Languages
- English
- Hindi
- Marathi
- Gujarati
Hobbies and interests
- Playing and following Football.
- Watching History and tour channels
Accomplishments
- Promoted to Senior Analyst in 2022.
Timeline
Senior Analyst
TCS
08.2025 - Current
Senior Analyst- Pension Administration
Marsh & McClennan (Mercer)
03.2020 - 07.2025
Associate
WNS Global services
07.2019 - 03.2020
Associate
Reliance Commercial Finance
03.2018 - 02.2019
B.Com - Commerce
Vidya Bhavan College of Commerce