SHEKHAR GOEL
Sonipat
Summary
Dynamic Senior Practitioner at IBM with a proven track record in client interaction and quality assurance. Expert in transaction processing and team collaboration, I enhanced operational efficiency through effective knowledge transfer and process improvements. Committed to meeting deadlines while fostering a culture of continuous learning and support within teams.
Overview
8
8
years of professional experience
Work History
Senior Practitioner
IBM
Noida
07.2023 - Current
- Completed online training for all work types with onshore clients using Teams.
- Coordinated training invitations, documented meeting minutes, and indexed covered topics.
- Facilitated weekly knowledge transfer sessions with management for process enhancement.
- Utilized tools such as AWS, SAP, SNOW, and CoreBridge to improve operational efficiency.
Process Developer
Genpact
Gurugram
07.2022 - 06.2023
- Analyzed complete client requests for US Annuities, ensuring adherence to quality guidelines and targets.
- Processed various transaction types including Surrender, Withdrawal, Transfer, and 1035 Exchange.
- Managed Interest Paid as Earned, Scheduled Withdrawal, RMD, and EFT setups efficiently.
- Actively participated in team meetings, contributing to collaborative efforts and solutions.
- Addressed process backlog by working weekends to maintain workflow continuity.
Senior Operations Analyst
Exl
Noida
06.2021 - 07.2022
- Analyzed client requests and processed them within established timelines.
- Cleared previous backlog upon joining to enhance operational efficiency.
- Maintained smooth workflow on live checks, suspense accounts, and related transactions.
- Collaborated effectively with team members to meet business requirements.
Senior Insurance Operations Analyst
SE2 DIGITAL SERVICE LLP
Gurugram
03.2019 - 09.2020
- Analyzed client requests for US annuities, ensuring processing within set guidelines and TAT.
- Updated SOPs regularly, sharing revisions with team members to maintain awareness.
- Provided floor support and engaged in multi-queue operations.
- Initiated interactions with the onshore team for necessary support.
- Offered readiness for overtime to meet business demands.
- Executed transactions including purchase, list bill, outgoing funds transfers, redemption, and systematic withdrawal.
Senior Executive
NTT Global Delivery Services Limited
Gurugram
02.2018 - 02.2019
- Analyzed complete client requests in US Annuities and processed within TAT.
- Completed training on guidelines prior to executing tasks on the floor.
- Maintained quality standards while actively participating in team meetings.
- Demonstrated eagerness to learn new transactions and took responsibility for meeting SLA.
- Executed transactions including Purchase, List bill, Redemption, Outgoing funds transfer, Systematic withdrawal, Initial death notify, and Death claim.
Education
B.Com - Commerce
Himalayan University
Itanagar04-2018
Skills
- US Client interaction
- Management reporting (MOM)
- Document preparation (DTP)
- Team collaboration
- Deadline-driven multitasking
- Quality assurance practices
- Transaction management
- KT session with management
- Effective communication
- Time management
- Basic excel skills
- SNOW ticket creation and follow-ups
Accomplishments
- Received R&R for handling GIO work type in IBM
- Received an award for being the top performer at Genpact
- Client visit and have dinner with the client for good work delivery in SE2
- Received a spot award and was promoted to senior at NTT Data
Timeline
Senior Practitioner
IBM
07.2023 - Current
Process Developer
Genpact
07.2022 - 06.2023
Senior Operations Analyst
Exl
06.2021 - 07.2022
Senior Insurance Operations Analyst
SE2 DIGITAL SERVICE LLP
03.2019 - 09.2020
Senior Executive
NTT Global Delivery Services Limited
02.2018 - 02.2019
B.Com - Commerce
Himalayan University