Worked in TATA CONSULTANCY SERVICE as a Record keeper for US Retirement (Insurance) process.Client: PRUDENTIALProcess: CDSI - Plan Level Operations.Roles and responsibilities as a Senior Associate from February 2014 till October 2019 are mentioned below:• Worked as a Quality checker for CDSI (Client Data Strategic Implementation).• Amendment in the plan as requested by RM.• Maintenance of Client data in the plan.• Plan Closure/ Termination of plan and making final settlement of client funds.• Fund change request.• Analyzing fund rates and allocation to specific source.• Updating participant’s demographic details on the systems as per the request descriptions.Daily and Monthly activities handling as a Senior Associate:•Preparing SOD / EOD daily production status.•Monitoring workflow at regular intervals and allocate resources accordingly.•Providing Process related query resolution.•Random audit sampling of volume processed.•Track SOP changes / Update tracking.Client: TIAA-CREFProcess: Enrollment & Distribution.Roles and responsibilities as a Process Associate from December 2011 till January 2014 are mentioned below.• Review and Analyze clients End to End operations process.•Providing customer service to different clients by enrolling participant into SRA, IRA, 403b and 401k account.•Processing involves overall checking of application forms for complete guidelines laid by the client from time to time.•Settling of payment to the client on request.•Responsible for reviewing errors and solving process related queries of the team-members.•Responsible for reviewing NIGO (Not in good order) cases.
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Associate ManagerIndusind Bank Nov 2021 - Aug 2023Andheri• Handling customer service Inbound calls.• Calling to new customer and convincing them for IndusInd Bank accounts and Personal loan.• Convincing customer for new products and Balance transfer.• Focusing on opportunities that will turn into profitable business.• Achieving 100% of assigned Target. -
Associate ManagerIndusind Bank Nov 2021 - Aug 2023Mumbai, Maharashtra, India -
Assistant ManagerIndusind Bank Nov 2021 - Aug 2023India -
Senior AssociateTata Consultancy Services Dec 2011 - Oct 2019Mumbai, Maharashtra, IndiaWorked for TIAA-CREF & PRUDENTIAL (Insurance) Project of US Retirement Service.
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Mohd Javed Khan's current role is Pension Administrator- Insurance.
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