SUDHANSU BALA
Pune,MH
Summary
Account management professional prepared to bring strong focus on client relations and project coordination to your team. Possesses valuable experience in maintaining client accounts, supporting project execution, and ensuring timely deliverables. Recognized for collaborative teamwork and adaptability, with keen ability to meet changing needs and drive results.
Overview
5
5
years of professional experience
Work History
FINANCIAL SERVICES ACCOUNT ASSOCIATE II
FIS Global
Pune, India
07.2023 - Current
- Money Out team- Managing rollover out request for Hardships. Distributions, Maintenance and Loans.
- Money In- Handling rollovers request for Pre-Tax, ROTH, After Tax, Plan to plan. Handling Roll C request. Doing quality check for all types of rollovers requests and depositing funds.
- Coordinating with onshore control team to aid on open issue, concerns on any new query encounter.
- RETIREMENT SAVINGS PLANS
- Working on fund allocation and mails.
EXECUTIVE TRAINEE
Go Digit General Insurance Ltd.
09.2020 - 11.2021
- My role was working with Go Digit General Insurance Ltd in the operational team responsible for taking care of motor insurance renewals, policy issuance, endorsement, cancellation of policy.
- Monitoring Digit desk and Digit care and handling operational groundwork for related to motor insurance like Maruti, Kia etc
- Approval and rejection of endorsement.
- Directing and following up with concern sales team to provide accurate resolution for pendency closure.
- Original Equipment Manufacturer (OEM) Operations
Education
PGDM - Banking and Finance
Brihan Maharashtra College of Commerce
Pune, India01.2022
Bachelor of Commerce -
Brihan Maharashtra College of Commerce
Pune, India01.2020
Intermediate -
Kendriya Vidyalaya Air Force Station Sulur
Coimbatore, India01.2017
Matriculation -
Kendriya Vidyalaya Air Force Station Makarpura
Vadodara, India01.2015
Skills
- Software-MS EXCEL, MS PowerPoint Presentation, MS Word, US Retirement 401k- Admin web, Synergy
- Certification-GST, Economics of development and growth model, International relations and institutions, Classical music 3rd level (Gandharva Mahavidyalaya Mumbai), Communication skill
- Personal Qualities- Work with passion and dedication, Team Player, Quick learner
Websites
Timeline
FINANCIAL SERVICES ACCOUNT ASSOCIATE II
FIS Global
07.2023 - Current
EXECUTIVE TRAINEE
Go Digit General Insurance Ltd.
09.2020 - 11.2021
PGDM - Banking and Finance
Brihan Maharashtra College of Commerce
Bachelor of Commerce -
Brihan Maharashtra College of Commerce
Intermediate -
Kendriya Vidyalaya Air Force Station Sulur
Matriculation -
Kendriya Vidyalaya Air Force Station Makarpura
Awards
Value Award Winner in Go Digit General Insurance Ltd., District level KVS participation (Kho-Kho and Kabaddi), Best event organizer in school year 2017