Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Personal Information
Languages
Projects
Languages
References
Timeline
Generic
Susmita Choudhury

Susmita Choudhury

Bengaluru

Summary

Experienced Team Lead with a proven track record in managing 401k accounts for US Retirement at Empower Retirement. Led a team in effectively handling client account maintenance for SunTrust Bank as a Senior Process Executive at Infosys. Proficient in MS Excel, and VLOOKUP with strong skills in client servicing, management, and banking. With 7 years of experience in financial services, I am now pursuing opportunities to enhance operational excellence and drive client satisfaction in a dynamic environment. Passionate about delivering exceptional results through strategic leadership and proactive problem-solving.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Lead Spec Partner Advocate

Empower Retirement
01.2019 - Current
  • Utilized expertise in 401k profile management to support Client Relationship Managers/Partner Advocates (CRM/PA) in my role as Lead Specialist
  • Led and supervised a team to oversee fee audits
  • Contributed to strategic decision-making by executing diverse projects and providing valuable insights to senior management. Leveraged analytical and technology skills to gather statistical data on organizational performance.
  • Analyzed data from various sources in order to identify areas of improvement within the organization's processes or procedures.
  • Provided leadership and guidance to team members while encouraging collaboration across departments.

Senior Process Executive

Infosys
Bangalore
01.2017 - 12.2018
  • Handled day-to-day responsibilities of maintaining client accounts at SunTrust Bank.
  • Prepared detailed reports and presentations for senior management, summarizing project outcomes and ROI.

Education

B.Com -

Utkal University
06-2015

Skills

  • Excel
  • Excel PowerPoint
  • VLOOKUP
  • Management
  • Banking Operations
  • Dashboard Design
  • Strategic Planning
  • Company processes and procedures
  • Customer Relationship Building
  • Performance Analysis
  • Operations Management
  • Microsoft Office and DocuSign
  • Team Collaboration
  • Problem-Solving
  • Effective Communication

Certification

LOGICAL REASONING

Additional Information

7 Years 5 Months

Personal Information

Title: Lead Spec Partner Advocate

Languages

  • English
  • Hindi
  • Odia

Projects

48 Months, US Bank, - Streamlined client account maintenance process to ensure accuracy and efficiency. - Led the transition process for client accounts, ensuring seamless onboarding and maintenance of services.

Languages

Odia
First Language
English
Intermediate (B1)
B1
Hindi
Proficient (C2)
C2

References

References available upon request.

Timeline

Lead Spec Partner Advocate

Empower Retirement
01.2019 - Current

Senior Process Executive

Infosys
01.2017 - 12.2018

B.Com -

Utkal University

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Susmita Choudhury