Sreedhar Kammili

Successfully led a team of associates responsible for managing frauds and risk operations for a prominent Wells Fargo Bank

Performing high payments transfer of Mutual Funds

Analyzing Clients Information to transfer the requests

Processing high payments transfer of Mutual Funds

Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.

Performs due diligence of the client to identify true identity of client

Review mutual fund company statement

Have to comply with Delegation of authority limit

Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.

Roles And Responsibilities

Process SME

Coordinating Mutual Funds team for achieving its target

Training for new FTEs for Mutual Funds team

Handling Client dashboard calls

Maintaining Data Collection Templates and assigning clients account to team members

Standardization of mutual funds Spreadsheet for clients

RCA Root cause analysis if any errors in the Mutual Funds team

Project on reducing reject cases in Mutual Funds, FTE analysis, Touch Time Analysis

Handling Escalations

Handling Team Management

Business Continuity Plan SPOC for Wells Fargo

Handling complete team and reporting directly to Assistant Vice President

Successfully worked as a initiator and later as a Validator in different processes for a prominent Fidelity Investments Bank

Demonstrated accountability for key performance metrics, including Turnaround Time (TAT), Service Level Agreements (SLA) and Quality Metrics consistently achieving and exceeding targets

Produced accurate and timely operational reviews, delivering essential data to the Leadership team

Demonstrated versatility by taking on various roles including Trainer, Quality, Fun SPOC and SME while continuously enhancing expertise through monitoring, refreshers and training

Roles and Responsibilities

Equal distribution of work

Preparing of Weekly and Monthly Dashboards

Handling of Escalations

Weekly connect with LOB to discuss clarifications and bridging knowledge gap

Publishing performance report

Mentoring New Joinees

Process update huddles

Evaluating software to ensure it meets specifications and user needs before it’s released

Upgraded system interface for better user experience.

Improving the quality of the software and user experience

Roles and Responsibilities Equal distribution

Performing manual and automated tests to check the software functionality and performance

Analyzing software defects and issues to identify their causes

Provide feedback to developers and other team members to improve the software

Creating test plans, bug reports and other documentation