Sachin Gopal Agarwal
Service
Mumbai
Summary
To be a part of organization where the management structure recognizes and rewards loyalty, honesty, hard work & ambition of an employee by providing growth opportunities and necessary infrastructure that could contribute to the success of the company. A challenging and rewarding position in a firm that utilizes my expertise.
Overview
13
13
years of professional experience
3
3
Languages
Work History
Deputy Manager
ICICI Bank Ltd.
05.2020 - Current
- Team leader
- Process: PAN INDIA
- Description: Team handling at pan India level
- Sub Process: Re-KYC, Dormancy Removed, Account Closer, Deceased claim settlement and scan to ops.
- Responsibilities:
- Handling 52 users at Pan India level account servicing department under liabilities
- Working on software like FCRM, FINNACLE, I-Core, DP secure , NSDL , Home LPG.
- Verifying all Re-KYC documents done by maker also support p Removing Dormancy and freeze from A/c and verified.
- Verify making of deceased Claim settlement and settle fund in favour of customer as per process and RBI norms.
- Allocation of work as well as resolving queries related, Re-KYC, Dormancy removal, Account Closer, scan to ops and Deceased Claim settlement.
- Verifying making of address change, Mobile Number updating, Email ID updating and Pan I.D. updating.
- Working on Customer Escalation and resolved it on the same date.
- To Send queries regarding any clarifications of transactions or to get required information From client or relationship manager
- To help team members in solving queries, giving ideas for area of improvement.
Sr. Business Associates
Tata Consultancy Services(TCS)
02.2014 - 03.2020
- Information process enabler (QC)
- Process: US Based Insurance Firm
- Sub Process: Lumpsum
- Working on software like OMNI, CTRIX, EPMO, Plan Rule, Siebel, Transaction Portal and many more.
- Action the task like SWAT, RMD, External Rollover, Brokerage, RB withdrawal, Loans, Global Pay, Foreign Process, EFT/Home and many more.
- Handle the payments and loans part of the Participants.
- Handling the customer escalation for Business like Doctors and Teachers.
- Send emails to the Concern departments internally and externally to action the task.
- Process: US Based Insurance Firm
- Sub Process: 5500 Filing
- Description of 5500: Form 5500 is an Annual Return/Report of Employee Benefit Plan
- Responsibilities:
- To create draft of form 5500 as per IRS guidelines on behalf of client.
- To validate & reconcile financial data according to multiple reports.
- Researching for making the adjustments regarding the wrong entry or variances & based on facts & figures making the adjustments.
- To Send queries regarding any clarifications of transactions or to get required information From client or relationship manager
- To help team members in solving queries, giving ideas for area of improvement.
SR. Customer Care Officer (Offline)
Convergys (I) Services Pvt. Ltd.
05.2012 - 01.2014
- Working on software like ANGUS, ICON, OPOM, PMS, ARBOR and many more.
- Action the task like Rate plan change, Reactivate Post paid accounts for OPTUS PREPAID Customers.
- Handle the activation part of the Business customer for Landline and internet and follow until it gets complete.
- Handling the customer escalation for Business accounts like CRG escalation, TIO escalation and TIO level 2 escalation
- Made calls to Customer and Other companies in Australia to resolve customer problems.
- Send emails to the Concern departments internally and externally to action the task.
Education
T.Y.B.COM -
Kelkar College
01.2012
H.S.C. - Commerce
Kelkar College
01.2010
S.S.C. - undefined
I.E.S School
01.2008
Skills
- Ability to analyze in any given circumstance
- Excellent Interpersonal skills, enjoy working with the people and team
- Quick learning curve
- Leadership Quality, Motivation skills & positive attitude
Interests
Playing Cricket, Listening Music, Making Friends
Disclaimer
I hereby declare that all statements made hereinabove are true, complete and correct and are not false or misleading.
Timeline
Deputy Manager
ICICI Bank Ltd.
05.2020 - Current
Sr. Business Associates
Tata Consultancy Services(TCS)
02.2014 - 03.2020
SR. Customer Care Officer (Offline)
Convergys (I) Services Pvt. Ltd.
05.2012 - 01.2014
H.S.C. - Commerce
Kelkar College
S.S.C. - undefined
I.E.S School
T.Y.B.COM -
Kelkar College
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