Deepa Acharya Email & Phone Number

India

• Managing a team of 38 FTEs. • Ensuring Key responsibility Area (KRA) & Service Level Agreement (SLAs) are met.• Currently working on accounts like 401K, 403B, SEP, SIMPLE accounts Retirement plans and contributions• Staff Development through trainings and organizational workshops.• Liaising with onshore teams and counter parties.• Periodic Staff Appraisal and Incentive Calculation.• Monthly Employee Feedback • Staff Retention & Attendance.• Work Allocation • Staff Skill Matrix• Periodic Audits and review of team’s performance.• Any new details received from the client are included in the team’s ‘Update tracker”• Share EOD reports with the Clients• Working on Platforms like Branch Deposit, Remit Pro, Olivia, Check Writing Services (CWS), Reorder and WireExperience on activities-• Verify the details mentioned on Branch Deposit tool & US Bank & submit the check/Control both the side • Verification of the checks with the given documents & accordingly code it and deposit to the respective Client account.

Pune, Maharashtra, India

Pune, Maharashtra, India

Learning & Development (L&D) TrainerProfile: Currently working as a L&D trainer for Insurance process US Domain Basics of Insurance Business Overview Training Assessments Handover Reports PKT (Product knowledge test) Process trainer feedback Update Tracker LAG (Life at Gallagher) Training Plan

Pune, Maharashtra, India

Process Training Assessment Handover Reports PKT (Product knowledge test) TNA (Training needs Analysis) RCA (route Cause Analysis) Training Plan Process Handling Queue Solve Queries Queue Management Work Allocation Update Tracker0 Hours feedback 30 days feedback AHT & Productivity form OliviaPrevious experience WEF 6 Oct 2017 to April 20Remote Deposit Check (RDC) Currently working on Remote Deposit Control (RDC) Worked for Cash Management Group 1 & process US checks Verification of the checks with the given documents & accordingly code it. Verify the details mentioned on BD tool & US bank & submit the check\ Control both the sidePhysical Check (PC) Processed physical checks to the client’s account. Verified each and every information which is mentioned on the cheque copy Verified the documents which is provided by the clients and code it accordinglyAdditional responsibilities handled- Updating MIS relating to productivity/errors etc or the team Any new details received from the client are included in the team’s ‘Updates’ tracker Updating attendance for the team across locations for daily basis by coordinating with respectiveteam managers Work allocation for Physical checks (PC) Training given to new hires on ‘Physical checks’ Handover for new joiners Sending end of the day status report Recon at the end of the day Have done training plan for PC

India

My responsibility was to ensure that every new joiner/ redeployed employee goes through each of themandatory Pre-Process training as required by the internal clients. Tracking attendance of the employees in the training and the trainers in attendance tracker, Co-ordinationwith trainers (In- house / Vendor Management) Completeness of Process Training data in ERP.Tracking attendance of the employees in the training and the trainer’s attendance tracker. In charge of employee relationship Co-ordination with trainers (In- house/ Vendor Management). Tracking attrition of employees Maintaining monthly report (MIS) Mediator between operations and trainings In charge of transport roster (Rostering according to the training for all employees & trainer) Prepare the training plan for the new recruits. Allocate the training timing & venues. Responsible of maintaining Month End Provision Completeness of Pre-Process & Process Training Scores data in ERP (Enterprise ResourcesPlanning). Maintain the entire history/ data for new recruits in training, (attendance, scores, refresher scoreetc,) Maintenance of 90 days tracker for the new joiner after he/she joins the process. Maintaining of Trainer’s training records (MIS) as per batch accordingly. Handling the MIS records for Pune and Noida departments as regards training. Attendance maintaining through ATLAS. (For new joiners) MIS Reporting – preparation of weekly and monthly reports

Kolhapur, Maharashtra, India

 Receiving PDC cheques of ICICI Bank from Mumbai. Doing Mapping & Reconciliation Coordinating and liaising with Banks to verify closing balances and generating reports therein. Month End MIS & Reporting.

Bachelor Of Commerce - Bcom

Shivaji University, Business/Commerce, General