Sakshi Dogra
Process Associate
Delhi
Summary
Organized and dependable professional with a proven track record of managing multiple priorities and delivering results with a positive, collaborative approach. Brings specialized expertise in Accumulation Annuity (AA) and Guaranteed Investment Certificate (GIC) product processing, coupled with strong cross-functional coordination skills across internal and onshore teams. Skilled at validating complex insurance and retirement fund transactions with precision and efficiency. Detail-oriented professional dedicated to providing seamless backend support for retirement savings and investment products, consistently maintaining high accuracy standards and resolving account-related inquiries promptly. Demonstrates commitment to achieving team objectives through proactive problem-solving and willingness to assume additional responsibilities.
Overview
2
2
years of professional experience
Work History
Process Associate
Sunlife Global Solution Pvt. Ltd
08.2025 - Current
- Managed end-to-end Accumulation Annuity (AA) and Guaranteed Investment Certificate (GIC) product transactions, demonstrating expertise in complex retirement and savings investment processing.
- Processed and validated AA/GIC investment transactions, with a focus on accuracy and compliance. Coordinated seamlessly with internal and onshore teams to validate insurance and retirement fund transactions, reducing processing delays and errors.
- Resolved complex client inquiries related to AA/GIC account management, investment performance, and transaction details, ensuring high customer satisfaction.
- Transaction Processing & Validation: Handled RRIF/RRSP account administration and AA/GIC investment processing, while maintaining accuracy and regulatory compliance standards.
- Managed external and internal fund transfers within Sun Life and to external carriers, ensuring proper reconciliation and audit trail documentation.
Junior Process Associate
Sunlife Global Solution Pvt. Ltd
04.2025 - 08.2025
- Experience with process documentation, process mapping, or workflow optimization
- Demonstrated ability to follow complex procedures and Standard Operating Procedures (SOPs)
- Knowledge of annuity product features, accumulation phase processes, or policy administration
- Exposure to transaction processing, policy servicing, or customer onboarding
Operation Trainee
Sunlife Global Solution Pvt. Ltd
10.2023 - 04.2024
- Collaborated with team members to strategize on client cases, resulting in effective solutions and positive outcomes.
- Participated in continuous professional development through attending workshops and legal conferences, keeping abreast of industry trends and changes.
- Enhanced client satisfaction by providing exceptional customer service and addressing their concerns.
Education
Bachelor's - Business Administration
Guru Gobind Singh Indraprastha University
New Delhi05-2023
12th - Commerce
Nalanda Modern Public School
New Delhi, India01-2023
10th -
Nalanda Modern Public School
New Delhi, India01-2020
Skills
Basic use of computer applications such as MS-word
MS- PowerPoint, MS-Excel, Outlook and Google workspace
Team management
Microsoft office
Flexible and adaptable
Data entry
Verbal communication
Excellent communication
Hobbies
- Fitness & Health: Running, yoga, gym.
- Travel: Cultural exploration and adaptability to new environments
- Interest: Dancing & Listening music
DECLARATION
I hereby declare that the above-given details are correct to the best of my knowledge. Signature: Sakshi Dogra Place: New Delhi.
Timeline
Process Associate
Sunlife Global Solution Pvt. Ltd
08.2025 - Current
Junior Process Associate
Sunlife Global Solution Pvt. Ltd
04.2025 - 08.2025
Operation Trainee
Sunlife Global Solution Pvt. Ltd
10.2023 - 04.2024
Bachelor's - Business Administration
Guru Gobind Singh Indraprastha University
12th - Commerce
Nalanda Modern Public School
10th -
Nalanda Modern Public School