Anamika Narula-Kumar Pmp, Csm, Cspo Email & Phone Number

Toronto, Ontario, Canada

- Manage product launch initiatives- Project manage key strategic business initiatives - Provide foundational project management expertise in building project framework

- Manage a $50M+ project, working with Business, Operations, Technology and Frontline partners- Develop, train and lead a team of Project Managers, Product Owners, Scrum Masters and Business Analysts in implementing hybrid methodology (Agile and traditional project management)- Streamline multiple internal and external platforms to optimize frontline employee, back office and customer experience.- Negotiate with vendors to enhance platforms while keeping ongoing costs low- Developing and maintaining a strong relationship with vendor counterparts to attain project goal

Toronto, Ontario, Canada

-Strategically aligned with oversea partners to streamline processes and adopt an around the sun modelManage internal projects with focus on process optimization and resource optimization-Led multiple IT projects involving server change, cloud storage and new reporting management tool from inception to close-Created and implemented project management practices within operations projects to onboard new global clients

- Led the team in a successful conversion of a $17M project to move from external vendor to IFDS platform- Facilitated JAD sessions with clients to understand and manage system enhancements to meet business needs.- Deliver business requirements using agile methodology, user stories and use cases- Segregated Funds Subject Matter Expert (SME) and client product SME- Detailed client requirements & optimize configuration of system to align with client product within an Agile team.

- Successfully launched Sun Life Financial Assurance Segregated Funds net new business- Managed operations team of 30+ associates servicing 10 clients.- Trained organization on Segregated Funds processing (business and system).- Initiated a model office test strategy for new client onboarding.- Formed a Business Operations team to manage day to day business.- Developed policies and procedures for day-to-day operations.- Coached Unit Managers regularly to conduct process analysis to ensure that industry quality and processing requirements are exceeded - Worked on new initiatives/projects to improve processes and inefficiencies within Business Operations.- Conducted a gap analysis and implemented cross training within the team to ensure all associates have exposure to all aspects of the business.

Toronto, Canada Area

-Quality Control Reports to ensure that transactions are processed accurately to meet AML and GAML requirements-Implement process improvements to facilitate better communication between front office and back office-Work on a licensing project to ensure that advisor's are set up correctly and their insurance commissions are paid out correctly.-Facilitate team meetings and encourage staff to be creative and create a positive work environment-Train new staff on process/proceedures

Toronto, Canada Area

Case Manager;-ensure required documentation is obtained from Advisors to meet external insurance companies requirements-ensure all documentation (application, transfer request, change requests, withdrawals, etc.) meet AML guidelines-Liaise with internal advisors to ensure a positive client experience is provided-Work with external partners and internal partners to ensure trades are processed Licensing Officer;-conduct regular testing to ensure systems are working by running daily/weekly/monthly reports-implement improvement to day to day operations-ensure all advisors are life licensed to meet Regulatory requirements

Research and resolve outstanding transaction issues by working closely with external and internal business partners, financial adjustment and accounting departments.Coordinate daily workflow/prioritization ensuring all functions operated on an efficient and timely basis and met quality and productivity standards.Identify opportunities and make recommendations to enhance client and employee experience.Provide policy and procedure guidance to internal team, and internal business partners.Maintain a high level of customer experience by actively solving problems at first point of contact.Mentor, coach and train processing procedures and software applications.Upheld high employee moral by participating in employee activities within Operations and Technology.Accomplishments: Star Award Nominee Created manual for Retail Processing and Group Future Builder teams. Ensure smooth transition for Group Future Builder Process to external

Measured staff performance by establishing performance objectives, assessing their progress and conducting performance reviewsCoach and mentor team to identify sales opportunities and maintain a high level of customer service at every interaction.Accountable for escalated client related issues. Ensured that issues were handled in a timely and professional manner.Maintain a high level of Customer Experience Index by actively promoting Customer Connection Days.Continually plan and analyze how branch can better perform to excel target goals and minimize loss.Use Scheduling software to generate timesheets and posted payroll accordingly while maintaining branch FTE.

Identified opportunities to promote products and services that meet customers' needs.Provided quality service and create a positive customer experience.Assisted Customer Service Managers and Branch Manager with administrative tasks, such as scheduling editing documents, etc.Covered the Customer Service Coordinator's desk when short-staffed.Trained new staff members on software applications and on creating a positive experience for customers.

Created procedural manuals for inbound call center team to provide them an effective way to locate all possible questions clients may have.Conducted daily reports to ensure efficiency for call center as well as report findings to management.

Master'S Certificate In Business Analysis, Business/Commerce, General

Certificate, Certificate In Segregated Funds

Certificate, Investment Funds In Canada (Ifc)

Investment Funds in Canada (IFC

Bachelor Of Applied Business, Ebusiness, Business

Activities and Societies: Humber Student FederationRelated course work: Multimedia (Microsoft Office/HTML), Business ethics, Business Law.

Certificate, French Beginner And Intermediary

Activities and Societies: Humber Student Federation

Mcba, Masters Certificate In Business Analysis