RAKHEE KUMARI
Bangalore
Summary
Results-driven professional with 7+ years of experience across financial services, retirement operations, and process leadership, with strong exposure to requirements gathering, stakeholder management, solution validation, and cross-functional coordination. Proven ability to translate complex technical concepts into business-friendly language, drive process harmonization, manage dependencies across systems, and partner with development, QA, and business teams to deliver compliant, high-quality solutions. Adept at identifying operational and regulatory risks and ensuring alignment with enterprise architecture and security standards.
Overview
8
8
years of professional experience
6039
6039
years of post-secondary education
Work History
SENIOR SPECIALIST (Equivalent to Supervisor)
TE Connectivity
Bangalore
03.2025 - 07.2025
- Supported end-to-end O2C processes with a strong focus on process adherence, accuracy, and risk mitigation.
- Coordinated with sales, finance, and customers to resolve discrepancies and clarify business requirements.
- Ensured accurate execution of billing, credit, and reconciliation activities in line with contractual and operational requirements.
- Mentored new hires and junior team members, strengthening delivery capability and solution understanding.
- Preparing monthly revenue reports, monitoring sundry debtors aging analysis.
PROCESS LEAD
Infosys
Bangalore
07.2022 - 03.2025
- Managed a team of 15 members, ensuring that the team delivered outstanding results.
- Provides ongoing feedback regarding quality of work to team members and works to improve processes and overall quality for the team.
- Evaluated existing processes and identified opportunities for improvement to achieve optimal results.
- Maintain employee records, track quality, TAT, productivity & efficiency.
- Recognized as a reliable resource, providing supervision, training, motivation, and staff development to optimize departmental performance.
- Compiled data highlighting key metrics to report information, determine trends and identify methods for improving store results.
- Managed cross-functional teams including Termination, Withdrawals, Demographics, and Quality Control (QC).
- Performed plan data analysis and compliance testing (ADP/ACP, QDRO, RMD) in alignment with IRS and DOL regulations.
- Engages in and facilitates meetings and conference calls to consult with clients and resolve issues.
- Provide coaching to team members for their career development, including monthly one-on-one meetings and continuous guidance.
- Ensure seamless coordination across teams by overseeing the on-time, error-free completion of all activities.
- Acted as a key liaison between business users and operational teams to understand requirements and translate them into executable actions.
- Reviewed customer and vendor requirements to ensure accurate order processing and compliance with agreed SLAs.
- Coordinated with cross-functional teams to manage order dependencies, exception handling, and resolution of blockers.
- Utilized Salesforce and internal systems to track progress, manage escalations, and communicate status to stakeholders.
- Simplified complex order and process issues for non-technical stakeholders, enabling faster resolution and improved customer satisfaction.
SENIOR SPECIALIST (Promoted)
Empower Retirement
Bangalore
06.2017 - 06.2022
- Guided customers through and proceed transactions such as withdrawal, loans, contributions decisions and rollovers.
- Generated statistical reports to support leadership and quality improvement efforts.
- Provided analytical, planning and coordination support on projects as assigned, reviewing, interpreting, analyzing and illustrating data to stimulate and support enlightened decision making.
- Fixed Quality issues effectively by doing multiple deep drive and Root Cause analysis to increase productivity and boost workflows.
- Skilled in executing and explaining complex scenarios like Roth in-plan conversions, net unrealized appreciation, and contributions.
- Enhance Quality check process by other teammates and reduce risks, Gain production efficiencies and garner client's loyalty.
- Mentored new hires, Resulting in stronger staff development and increased productivity by 10%.
- Processed withdrawals: separation, in-service, loans, hardship, terminations, transfers, stocks, and SDB.
- Worked closely with operations, QA, and transition teams to ensure consistent understanding of solution design and execution approach.
- Generated analytical reports to support leadership decisions and continuous process improvement initiatives.
Education
MBA - HR
Madras University
B.COM - Bank Management
Valliamal College For Women
12th - CBSE
Kendriya Vidyalaya Ashok Nagar
Skills
- Optimistic
- Basic MS Office
- Team Building
- Critical Thinking
- Staff Education/Training
- Self Motivated
- Coordination
- Experienced Team Leadership & Performance Management
- Invoice Processing
- P2P (Procure To Pay)
- O2C (Order To Cash)
- 401K Retirement
- SAP
- ERP
- Dashboards & Reporting
- Accounts Payable (AP/P2P)
- Order To Cash (O2C/AR)
- Tools
- CDM
- VISTEX
- ALLIANCE
- Citrix
- Deck
- Prism
- InfoPac
- Vista
- Salesforce
Disclaimer
I hereby declare that the details furnished above are true to the best of my knowledge.
Personal Information
Title: Process Lead | Senior Specialist | Business & Functional Lead
Languages
- Hindi
- Tamil
- English
- Hindi
- Tamil
Timeline
SENIOR SPECIALIST (Equivalent to Supervisor)
TE Connectivity
03.2025 - 07.2025
PROCESS LEAD
Infosys
07.2022 - 03.2025
SENIOR SPECIALIST (Promoted)
Empower Retirement
06.2017 - 06.2022
MBA - HR
Madras University
B.COM - Bank Management
Valliamal College For Women
12th - CBSE
Kendriya Vidyalaya Ashok Nagar