Deepen Patel Email & Phone Number

Currently working with Coforge Smartserve in the Wealth Management, Annuity and Investment Banking Operations. I have considerable experience in retirement plans, including enrolling participants, processing contributions and withdrawal requests, calculating net asset value, creating standard operating procedures, reconciling accounts, posting transactions, conducting due diligence, managing wealth and portfolios.I have previously assisted with, examined and processed both financial and non-financial annuity claims using the Vantage Mainframe system. In addition, I have experience in report preparation, CRM system data collection and MS Office. I previously held the role of Senior Claims Specialist, where I gained expertise in financial planning, annuities, reporting, claims, finance, MS Forms, MS Excel, Outlook, training, insurance, BFSI, US Insurance, equity, trading, stock market and more.