Vinaya Sanghewadiar Math Email & Phone Number

Hyderabad, In

Hyderabad, Telangana, India

Audits, Compliance Management, Client Management, Transition Management, Operations Management, People Management, Sales Operations, Opex, Workforce Management, Project Management and Digital Marketing in Google Ads

Bengaluru, Karnataka, India

ReSource Pro brings to the insurance industry tools, technology, and strategic services that enable profitable growth through operations excellence. Resource Pro is a knowledge bank of Insurance and provider of operation solutions through innovative ideas, for its clients, which are basically Retail Insurance Agents and Brokers, Managing General Agents and Program Administrators, Wholesale Insurance Brokers, Carriers, and Claims Administration Firms. Onboarding new clients, transitions, and delivering exceptional results are our specialties.Achievements: •Successfully onboarded 5 clients in the span of 3 years.•Have been a core PIV tester in testing the new workflow tool and suggested ideas forimproving the tool, which raised the team's efficiency by 16.15%.•Certified from the company in Job Breakdown and Job Instructions.•Awarded Best Team Impact - November 2019.•Increased the profitability of the team by 26.90%.Core experience:Talent Inventory - Manage and coach direct reports to be effective in both client management and people management. Identify, develop, and retain high-potential employees by providing effective leadership, coaching, training, and performance evaluation to team members and their supervisors.Client Services - Oversee the daily operations of each client team to ensure client satisfaction; manage email, phone, or in-person interactions with clients to maintain and enhance client relationships; execute company-wide client-related programs to ensure consistent service delivery and brand promises; Oversee on-boarding of new clients.Business Growth - Proactively seeks opportunities to improve client experience and drive business growth. Support US-based business development functions effectively in acquiring new clients and developing existing clients. Ensure all department activities comply with information security policies.

Bengaluru, Karnataka, India

ReSource Pro brings to the insurance industry tools, technology, and strategic services that enable profitable growth through operations excellence. Resource Pro is a knowledge bank of Insurance and provider of operation solutions through innovative ideas, for its clients, which are basically Retail Insurance Agents and Brokers, Managing General Agents and Program Administrators, Wholesale Insurance Brokers, Carriers, and Claims Administration Firms. Onboarding new clients, transitions, and delivering exceptional results are our specialties.Roles and Responsibilities:Expertise in Pre and Post transition of the processOnboarding new clients transition and setting up the processExtensive hands-on in managing the transition and outsourcing of a large team from an onsite to an offshore location. Preparing daily workloads for staff and coordinating the daily allocation of work. Keep abreast of the team’s performance and ensure services are delivered in line with SLAsPrepare and present weekly bi-weekly and monthly dashboards.Handling new client inquiries, escalations and acting as the face of the business. Work closely with the Onshore teams, underlining the quality issues, sharing constructive customer feedback, and suggesting ways for improvementThe hiring of new hires and responsible for conducting new hire Training and Refresher Trainings Feedback on breaches/gaps in systems and processes to the concerned departments to prevent reoccurrence of such complaints.Arranging and chairing weekly team meetings, focusing on targets and achievementsImplementing new initiatives process improvement.Maintaining Audit, IT, and Administrative recordsMonitor and manage team’s leave, attrition, and schedule adherenceUnderstanding the life cycle and updating product documentation.Preparing SOP for new client onboarding.

Bangalore

IFDS - IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. IFDS are the developers and owners of the core technology platform, iFast, and they continually invest in making it even more powerful and reliable. At Wipro, we basically take care of the mutual funds for Canada. IFDS has more than 17 clients and Sun-life being the primary client for whom we do the back-end processing of mutual funds, which includes financial and non-financial processes. The financial process includes Trust Accounting which is basically fund allocation and transfers, NAV calculations, Bank change, Purchases, and Redemptions. Non Financial process includes maintenance of mutual funds like Returned mail, Address change, SSN, DOB, and Beneficiary change. I am the Quality Manager and there were16 auditors who report to me directly.JPMC - The team supports a global CIB multi-functional user base (5,000 users) covering WCOB Operations, Sales, and Compliance functions engaged with current KYC remediation efforts and all due diligence requirements around the onboarding of New Business to the Firm. The team resolves business application queries for all users of the CIB Controls application suite as well as maintaining oversight of issues raised with Technology. The team has a global presence to include a footprint in Bangalore to support the WCOB Utilities and New Business functions.

India

Developing a comprehensive on-boarding approach for a large Canada-based financial organization, incorporating different requirements from AML regulations, FATCA, and general KYC practicesExtensive hands on in managing the transition and outsourcing of a large team from an onsite to an offshore location Capacity planning, Scheduling and RosteringTo review the latest trends, methods, regulations & laws pertaining to AML. Keep abreast of the team’s performance and ensure services are delivered in line with SLAsPrepare and present weekly, bi-weekly & monthly dashboards.Handling new client enquiries and acting as the face of the business. Work closely with the Onshore teams, underlining the quality issues, sharing constructive customer feedback and suggesting ways for improvementHiring of new hires and responsible for conducting new hire Training and Refresher Trainings on various topics related to Compliance, Anti-Money Laundering for new and existing employees, educating the staffs on Anti Money Laundering updates, policies and procedures.Share knowledge and practical experiences on product and process to continually improve the capability and effectiveness of the support teamTimely execution of instructions received from AML Compliance Officer and/or the Financial Intelligence UnitInvolved in developing new forecasting suites for the business which provides future forecasts on various methodologiesTo ensure strict adherence to compliance policies and procedures liaising with AML officer regarding involvement of sanctions entities in transactions and maintain proper audit trailMaintaining Audit, IT and Administrative recordsCore member in the PIV & BCP testing and implementationEnsure proper investigation of suspicious transactions or money laundering alertsArranging & chairing weekly team meetings, focusing on targets & achievementsMitigate the risk and work on Customer Due Diligence (CDD) & Enhanced Due Diligence (EDD) procedures to reduce the same.

Bengaluru, Karnataka, India

Handling all E-mails from client and suppliers and resolving themHandling supplier and client calls, processing of invoices in SAP application and match them with purchase order (PO)Preparing documentation of newly learnt things (SOP’s)Liaise with customers and suppliers regarding queriesAssist in generation of foreign paymentsReconcile supplier statementsProcessing & auditing all the annuity functions of the project mentoring new team members and providing knowledge support to team members when requiredProviding necessary conceptual training to team members and was also SME of the process

Bachelor Of Commerce (B.Com.), Business Administration And Management, General

Puc, Business/Commerce, General

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