Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Timeline
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TANSHI DUA

TANSHI DUA

Faridabad

Summary

Dynamic Process Specialist with a proven track record at Fidelity International, excelling in data analysis and process improvement. Expert in Excel and client communication, I successfully implemented initiatives that enhanced operational efficiency and achieved significant cost savings. Recognized for my contributions with multiple awards, I thrive in fast-paced environments.

Overview

5
5
years of professional experience

Work History

Process Specialist – Client Account Management

FIDELITY INTERNATIONAL
12.2024 - Current
  • Performed data analysis to identify trends, problems and solutions.
  • Resolved complex issues related to process development and implementation.
  • Monitored quality control standards for all products produced.
  • Implemented changes to existing procedures as required by management.
  • Developed and implemented process improvement initiatives to increase efficiency and reduce costs.
  • Identified opportunities for cost savings through streamlining operations.
  • Tracked all documentation associated with process modifications or improvements.

ASSOCIATE - WORKPLACE INVESTING

FIDELITY INTERNATIONAL
03.2022 - Current
  • Specialized in account corrections within Defined Contributions department, ensuring accurate profit and loss calculations.
  • Analyzed financial data using advanced Excel skills for precise adjustments across client accounts.
  • Cultivated strong relationships with clients, trustees, and third-party service providers.
  • Guided compliance with auto-enrollment and communicated pension legislation updates to clients.
  • Maintained accurate records and generated management reports for strategic insights.
  • Conducted data validation and verification, improving accuracy and minimizing errors.
  • Assisted in developing streamlined processes for account corrections, boosting operational efficiency.
  • Received multiple awards including Making a Difference Award in 2023.

ASSOCIATE - WORKPLACE INVESTING

FIDELITY INTERNATIONAL
01.2020 - 03.2022
  • Managed pension fund for UK clientele while ensuring confidentiality of client data.
  • Processed client requests within agreed service levels and maintained quality standards.
  • Ensured compliance with regulatory bodies in all transaction requirements.
  • Conducted AML/KYC and PEP sanction screenings using World Check and ID3 Global tools.
  • Collected and analyzed data for internal audits and monthly reporting.
  • Streamlined processes by implementing various innovative ideas to improve efficiency.
  • Executed independent testing for department using Appian, JIRA, and other tools within deadlines.

Education

Bachelor of commerce - specialization in computer applications

DAV College

Skills

  • Excel
  • VLOOKUP
  • Pivot tables
  • Pension scheme design
  • Pension scheme management
  • Pension scheme administration
  • AML
  • KYC
  • Regulatory analysis
  • Client communication

Accomplishments

  • Debutant Award, 2020
  • Making a Difference Award, 2021
  • High-Five Award, 2022
  • Making a Difference Award, 2023
  • Making a Difference Award, 2024

Hobbies and Interests

  • Travelling
  • Dancing
  • Basketball
  • Volunteer work

Timeline

Process Specialist – Client Account Management

FIDELITY INTERNATIONAL
12.2024 - Current

ASSOCIATE - WORKPLACE INVESTING

FIDELITY INTERNATIONAL
03.2022 - Current

ASSOCIATE - WORKPLACE INVESTING

FIDELITY INTERNATIONAL
01.2020 - 03.2022

Bachelor of commerce - specialization in computer applications

DAV College

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TANSHI DUA