Surya Pratap Singh

* Collaborated with internal teams (compliance, operations, advisors) to resolve account discrepancies and provide smooth onboarding experience .

* Delivered strong client service support by addressing queries from advisors and ensuring timely resolution of account-related issues.

* Managed end-to-end new account opening process for trading and non-trading accounts, ensuring compliance with regulatory and firm policies.

* Handled retirement account setups (IRAs, 401k rollovers, pension linked accounts) with accuracy and within defined SLAs.

* Processed advisor authorizations, granting investment advisors access to client accounts while maintaining strict confidentiality and compliance standards.

* Performed account linking (Sub/SL-Master relationships) to streamline account hierarchy and ensure seamless client-advisor interactions.

* Verified client addresses and ZIP codes using USPS tools to ensure accuracy and compliance with regulatory requirements.

* Claims Assessment : Genpact reviews medical claims, verifies the details and assesses whether they meet the criteria for reimbursement according to Bupa’s Policies.

* Claims Processing : Genpact assists in entering data, updating records, and ensuring that claims are processed promptly, making sure that customers receive reimbursements as per their coverage.

* Service : Genpact may provide customer support, help policyholders with inquiries related to their claims, assist them with documentation, and provide status updates.

* Quality Control : Genpact performs checks and balances to ensure the claims are processed without errors and comply with Bupa’s regulations