Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
Generic

Rusali Prasad

Operation Associate
Gurugram

Summary

I am on the hunt for a dynamic position that will leverage my expertise and fully engage my abilities, fostering both personal growth and the advancement of the organization. My ambition is to contribute to an innovative and challenging work environment, one that is at the forefront of industry advancements, thereby sharpening my technical skills and knowledge. My commitment is to deliver exceptional service and to be an integral part of the organization's success.

Overview

5
5
years of professional experience
2
2
Certifications
2
2
Languages

Work History

Operation Associate| Annuity Specialist

Guardian Life
09.2023 - Current
  • Managed life and annuity insurance policy administration, including updates to communication preferences, address changes, and beneficiary modifications.
  • Ensured precise issuance and reinstatement of policy certificates, adhering to strict turnaround times (TAT).
  • Maintained compliance with standard operating procedures (SOPs) for all policy administration tasks.
  • Excel in fostering positive relationships with both onshore and offshore clients and teams, ensuring professional and constructive interactions.
  • Diligently maintain essential financial documentation, including working files and email records, for efficient reference and compliance.
  • Proficient in managing daily financial operations using Excel functions.
  • Conduct thorough OFAC and AML screenings for brokers and clients to uphold strict regulatory compliance standards.
  • Conducted comprehensive investigations utilizing proprietary tools to identify and prevent fraudulent activity.
  • Conducted thorough analyses of policy documents in compliance with U.S. state laws.
  • Performed precise interest calculations on a cost basis for intercompany replacements.
  • Coordinating with companies and clients to disclose IRA and non-qualified policy balances and interest, maintaining strict adherence to state regulatory standards.
  • Manage individual retirement accounts for variable and fixed annuity/life policies, executing transaction requests from policyholders.
  • Provide policy administration services, ensuring accurate processing of policy requests.
  • Collaborate with agents and brokers to address and resolve NIGO (Not In Good Order) issues, facilitating a thorough understanding of disbursement amounts post-retirement, inclusive of interest calculations.

Executive

Startek Aegis
04.2022 - 08.2023
  • Delivered exceptional customer service across multiple channels, ensuring effective communication in complex scenarios.
  • Expertly handled wallet balance issues, deposit errors, and withdrawal discrepancies.
  • Resolved a wide range of transactional problems, including pending, stuck, or failed transfers.
  • Utilized advanced tools and blockchain explorers to diagnose and resolve on-chain transaction issues.
  • Identified and escalated potential fraud and high-risk activities in compliance with AML and security protocols.
  • Guided users through payment method integration, wallet functionality, and platform updates.
  • Provided comprehensive support for account-related challenges, including 2FA resets, KYC verification, and account recovery.

Executive

Five S Digital
11.2020 - 03.2022
  • Managed live chat and email communications, ensuring prompt resolution of customer inquiries, requests, and concerns.
  • Troubleshot and resolved a wide range of technical issues involving hardware, software, and network systems.
  • Documented technical issues and resolutions, contributing to a comprehensive knowledge base for streamlined future reference.
  • Facilitated the installation and configuration of software, hardware, and complete systems, enhancing operational efficiency.
  • Delivered user education and training on system functionalities and best practices, including orientation on new tools and updates.
  • Escalated complex technical problems to senior management and specialized departments, guaranteeing advanced investigation and resolution.

Education

MBA - Finance

Manipal University
Jaipur, India
04.2001 -

B.Com - Accounts

Karim City College
Jamshedpur, India
04.2001 -

Intermediate Certificate - Financial Accounting

Karim City College
Jamshedpur, India
04.2001 -

High School Diploma -

DAV Public School
Jamshedpur, India
04.2001 -

Skills

    Financial planning

    Insurance policies

    Retirement strategies

    Annuity products

    Teamwork

    Teamwork and collaboration

    Problem-solving

    Customer engagement

    Data entry

    Multitasking

    Team leadership

    Excellent communication

    Decision-making

    Adaptability and flexibility

Software

MS Office, PowerPoint, Networking

Certification

CAP, Customer Ambassador Program

Timeline

Operation Associate| Annuity Specialist

Guardian Life
09.2023 - Current

Executive

Startek Aegis
04.2022 - 08.2023

Executive

Five S Digital
11.2020 - 03.2022

MBA - Finance

Manipal University
04.2001 -

B.Com - Accounts

Karim City College
04.2001 -

Intermediate Certificate - Financial Accounting

Karim City College
04.2001 -

High School Diploma -

DAV Public School
04.2001 -

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Rusali PrasadOperation Associate