Hi, I’m
Pramod Sathyanarayana
Summary
Dedicated and results-oriented Lead Associate with 15 Years of experience in the areas of Auditing & Reconciliation , Cash/ bank transactions handling , Investment Banking , Insurance ( Risk management) , Data Analysis & reporting.
Proven track record of leading teams to achieve production target, exceptional customer service, and operational excellence. Skilled in staff training, inventory management, and fostering positive customer relationships. Adept at analyzing market trends and implementing effective production strategies. Strong communicator and problem solver with a focus on delivering outstanding service to clients.
Overview
15
years of professional experience
1
Certification
Work History
Voya India
Lead Associate
05.2020 - Current
Job overview
- Supervised and mentored a team of eight associates, providing guidance and support to ensure their success and professional development
- Streamlined operational processes, resulting in increased efficiency and productivity within the department
- Collaborated with cross-functional teams to address and resolve customer issues, consistently achieving a high customer satisfaction rating
- Conducted regular training sessions to improve team performance and product knowledge, resulting in increased productivity
- Assisted in the development and implementation of new policies and procedures to enhance operational effectiveness
- Provided exceptional customer service by addressing inquiries, resolving issues, and ensuring a positive customer experience
- Maintained in-depth product knowledge, enabling personalized recommendations
- Assisted in the training and onboarding of new associates
- Consistently met and exceeded production targets.
Optima Insurance LLC
Senior Analyst
09.2015 - 11.2019
Job overview
- Identified inefficiencies and implemented process improvements in areas such as quality and production
- Allocated insurance expenses and analyzed data for insurance renewals
- Allocated insurance premiums to cost centers based on risk exposures
- Performed research, analysis, reporting, and presentations for the implementation of the ERM program
- Updated departmental standard operating procedures and database
- Coordinated, developed, and scheduled deliverables to clients meeting time-critical deadlines
- Contributed to firm's growth by assisting development and research efforts
- Forecasted long-term debt, current maturities, and interest forecasts
- Supervised staff of 4, training and monitoring the credentialing process
- Monitored productivity and escalation issues.
Union Insurance Company
Insurance Analyst
03.2014 - 11.2015
Job overview
- Reviewed financial statements and analyzed sales revenues, costs, expenses, and tax rates for all business units
- Developed detailed spreadsheets to identify trends and develop forecasts
- Consolidated and analyzed monthly results and budgets
- Created and delivered presentations, providing recommendations on short- and long-range ROI
- Established new forecasting tracking and management reporting system
- Reviewed and resolved discrepancies in received data
- Assured that all requirements necessary are present per insurance verification
- Reported any errors found as well as recommended resolution
- Extensive use of MS Excel and MS Word to assemble, summarize, and present meaningful data analysis.
Fidelity Investments
Associate - Operations
03.2011 - 04.2014
Job overview
- Impacted customer experience positively by providing best solutions to customer discretion's/queries
- Handled cash applications and funds
- Cleared share discrepancy and corrected tax files of the customers
- Handled assets recoveries from the customer
- Conducted trainings for the team
- Delivered effective performance by achieving defined productivity and accuracy targets.
Fresco Foods Pvt Ltd
Payable/Receivable Executive
02.2009 - 01.2011
Job overview
- Handled petty cash, bank transactions, and purchase vouchers on a daily basis
- In-charge of cash disbursement and filing of cash payable data
- Maintained accounts, databases, and daily billings
- Responsible for legal compliance and handling of all inventory, purchase, costing, and pricing of imported goods
- Prepared forecast of cash flow monthly
- Responsible for processing and paying invoices and coordination with vendors, agencies, customers
- Sent periodic reports to all stakeholders
- Authorized delegate to sign daily operational documents for customs
- Coordinated and communicated with customs, head office, vendors, agencies, and customers
- Responsible for maintaining accounts on imports deliveries and tallying accounts.
Education
NDRK First Grade CollegeHassan, India
BBA
04.2008
Skills
- Audit Preparation
- Transaction Processing
- Client Relationship Management
- Employee Supervision
- Database Management
- Business Writing
Certification
LOMA 281 certification
LOMA 291 certification
Salesforce Admin
Additional Information
Advanced Excel Skill
SQL - Beginner
VBA - Beginner
Languages
English
Upper intermediate (B2)
Hindi
Upper intermediate (B2)
Kannada
Bilingual or Proficient (C2)
Timeline
Lead Associate
Voya India
05.2020 - Current
Senior Analyst
Optima Insurance LLC
09.2015 - 11.2019
Insurance Analyst
Union Insurance Company
03.2014 - 11.2015
Associate - Operations
Fidelity Investments
03.2011 - 04.2014
Payable/Receivable Executive
Fresco Foods Pvt Ltd
02.2009 - 01.2011
NDRK First Grade College
BBA
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