Rupali Singh
Gurgaon
Summary
Dynamic Process Associate with a proven track record at Sunlife Financials, excelling in process improvement and quality control. Adept at data analysis and client onboarding, I effectively enhanced operational efficiency and mentored junior associates. My strong problem-solving skills and attention to detail drive successful outcomes in fast-paced environments.
Overview
4
4
years of professional experience
Work History
Process Associate
Sunlife Financials
Gurgaon
12.2022 - Current
- Operations associate in group retirement services.
- Identified potential risks associated with processes and recommended corrective actions.
- Conducted daily process reviews to identify areas for improvement and increased efficiency.
- Monitored performance metrics to measure process effectiveness.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Oversaw quality control to identify inconsistencies and malfunctions.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Built and maintained relationships with clients to provide ongoing support.
- Ability to handle tasks such as client onboarding, contract handling, processing contributions, and ensuringcompliance with regulations.
- I was responsible for the end-to-end review, analysis, and administration of contractual documentationsupporting the sales and client service teams.
- Reviewed and responded to customer and internal sales team requests for changes to Sun Life's standardcontractual agreements.
- Performed contract validation, ensuring completeness, accuracy, and compliance before execution.
- Access the profile and provide best of asset management, retirement plans and financial regulations.
- Mentoring junior associates in the process and auditing their cases.
Customer Service Associate
Concentrix
Gurgaon
09.2021 - 07.2022
- Answered inquiries from customers regarding investments.
- Responded to customer inquiries via email.
- Escalated unresolved customer issues to the appropriate department or manager for resolution.
- Managed multiple tasks simultaneously while maintaining accuracy and attention to detail.
- Resolved customer inquiries in a timely manner.
- Maintained knowledge of current sales promotions and new product releases.
- Greeted customers and identified their needs.
- Demonstrated active listening skills when responding to customer questions and complaints.
Education
Bachelor of Arts - History(Hons.)
Banaras Hindu University
Varanasi 07-2020
High School Diploma -
Vidyagyan School
Sitapur 04-2017
Skills
- Process improvement
- Data analysis
- Quality control
- Contract management
- Client onboarding
- Performance monitoring
- Customer service
- Relationship management
- Team mentoring
- Effective communication
- Problem solving
- Attention to detail
- Time management
Languages
Hindi
First Language
English
Advanced (C1)
C1
Accomplishments
- Junior Hindustani classical music diploma.
Timeline
Process Associate
Sunlife Financials
12.2022 - Current
Customer Service Associate
Concentrix
09.2021 - 07.2022
Bachelor of Arts - History(Hons.)
Banaras Hindu University
High School Diploma -
Vidyagyan School