Rajib Kumar Badatya

• Managed end-to-end operations for retirement plans, provided support to team members and cross-functional departments, utilized platforms, addressed participant issues, trained staff, identified process inefficiencies, managed plan migrations, directed client interactions, and managed Bangalore team's operational needs.
• Oversaw end-to-end operations for retirement plans (401(k) and 403(b)), ensuring precise processing of contributions, loans, and rollovers to maintain operational excellence.
• Functioned as the subject matter expert in retirement processing, providing support to team members and cross-functional departments to effectively manage complex transactions.
• Implemented platforms like Omni and internal retirement systems to optimize daily transaction processing, improve tracking accuracy, and enhance reporting capabilities.
• Collaborated with internal teams and client service representatives to address participant issues quickly, handle escalations effectively, and ensure superior customer satisfaction.
• Spearheaded the training and mentorship of junior staff, resulting in boosted overall team productivity and enriched knowledge sharing across the organization.
• Orchestrated team huddles and facilitated frequent discussions on process errors, and proactively planned action plans to enhance overall team performance.

Achievements:

• Played a pivotal role in identifying process inefficiencies and spearheading the implementation of key improvements, substantially elevating processing accuracy throughout daily operations.
• Transformed the plan migration process, ensuring seamless transitions and zero disruptions, enhancing operational efficiency and client satisfaction.
• Directed daily interactions with clients via email to address and resolve critical plan issues, enhancing client trust and strengthening relationships.
• Managed the Bangalore team's operational needs, from onboarding and access requests to comprehensive issue resolution, increasing team effectiveness and operational velocity.

• Streamlined payroll processing for participant contributions and loan disbursements across multiple client accounts, ensuring the accurate and timely request of funds.
• Managed the end-to-end cycle of posting contributions and loans upon receipt of client wire transfers, maintaining the integrity of financial transactions.
• Spearheaded client issue resolution and query handling through direct email correspondence and monthly calls, promoting consistent client satisfaction.
• Performed meticulous reconciliations of client payroll submissions with remittance details to ensure accuracy in financial records.
• Executed participant loan settlements in alignment with assessment dates, contributing to the reliability and timeliness of financial services.
• Generated and formatted end-of-day (EOD) funding reports for clients, enhancing the transparency and accessibility of financial data.
• Facilitated the processing of loan coupons and full loan payouts, as well as effective fund management for various client portfolios.
• Engaged in problem solving by investigating client issues, conducting thorough research, and delivering strategic resolutions.
• Conducted daily quality checks for the team's output, upholding high standards for accuracy and compliance.
• Prepared EOD queue reports, providing oversight and insights into team performance and client account management.

Achievements:

• Achieved zero error tolerance in meeting various clients' deadlines by implementing robust quality control measures and optimizing work processes.
• Fulfilled SLA requirements and internal benchmarks consistently, ensuring service delivery aligned with business standards and agreements.
• Accomplished, on-time, and appropriate responsiveness to external client communications, facilitating prompt action and reinforcing positive client relationships.
• Led training initiatives for new team members, sharing procedural expertise and optimizing their ability to clear.

• Supported client transactions, overseeing redemptions, subscriptions, transfers, and switches to facilitate smooth investment processes.
• Expanded financial expertise by managing shares, mutual funds, hedge funds, and private equity funds, ensuring robust portfolio oversight.
• Employed MFTA and AG core applications to enhance trade validation and enrichment, improving accuracy and operational workflows.
• Validated and enriched trade processes using reference data, improving the precise and seamless execution of settlement operations.
• Managed communication with both internal and external clients, efficiently delivering information and coordinating essential transactions.
• Performed multitasking across business requirements, ensuring adaptability and contribution to dynamic operational settings.
  
  Achievements:
  
• Demonstrated proactive support to the team, led by championing quality initiatives, and improving process performance and team excellence.
• Maintained vigilant oversight to consistently meet SLAs and stringent deadlines with zero defects, reinforcing trust and client satisfaction.
• Consistently sought opportunities to improve daily workflows, resulting in substantial time savings and improved operational quality.
• Excelled in solving complex challenges with analytical and quantitative knowledge, enhancing team problem resolution capabilities and decision-making.