Rupesh Majithia Email & Phone Number

Warwick / Remote

Role:Implementation Consultant responsible for implementing and assisting clients on the XPLAN solution/tool.

Homeworker

Role:Being the technical specialist on Aegon's technology proposition by providing direction, guidance, training and support to their top 250 corporate Workplace pension clients. Proactively delivering new developments and system enhancements through regular client contact.Responsibilities:• Day-to-day client service and administrative support ranging from general to more specific technical/functionality queries.• Acted as point of escalation when IT issues occurred, by personally taking responsibility for the incident and driving it through to resolution within service level agreements.• Identified clients' needs/objectives through detailed factfinding and research, with the aim of recommending workable solutions.• Presented and promoted Aegon's IT solutions through various mediums resulting in clients understanding the benefits of the functions/features available.• Provided extensive technical support on system usage (guidance and adopting best practice) including end user functionality training. • Managed multiple end-to-end implementation and setup configurations using project plans constructed with my own detailed spreadsheets and checklists. • Used test environments to understand new propositions, enhancements and nonstandard solutions before presenting and rolling out to the client.• Logged all activity and detailed meeting notes onto Salesforce and into folders and subfolders created in Outlook and on the main drive. Distributed the meeting notes to all relevant parties and successfully followed up on any action points within the timescales agreed.• Worked closely with other Client Relationship Managers and key business areas to strengthening relationships, retaining business, minimising risks and identifying opportunities where the administration could be upgraded to the ‘newer' more efficient, engaging platform service.

Watford, United Kingdom

RoleDay to day running of the Group Pension Business area within the sales branch.Responsibilities• General administration that included setting up different Group Pension schemes, adding new joiners, producing illustrations, enrollment packs, banking cheques, chasing for consultant credit and client commission.• Maintained the group literature section; checking literature is still compliant and replenishing stock.• Provided training, support and guidance to internal and external clients on the IT tools available.

London, United Kingdom

RoleAdministrative support to sales consultants on a wide range of products relating to pensions and investments.

Processing, and settling health and death claims on various life and pension policies

Frontline support - dealing with telephone queries relating to life and pension policies.

Bachelor Of Arts (Ba), Interior Design

Sandwich course. I studied and worked in Stuttgart in the third year of my course.

Btec National Diploma, Design