Sumeet Waghmare Email & Phone Number

Experienced Process Associate | Retirement Plan Specialist (401k, 403b, 457 & IRA) | Quality Control Specialist | MBA Graduate in Business Analysis and Financial ManagementWith over four years of dedicated experience in the US BFSI insurance sector, I excel in managing payout operations with a focus on ensuring accuracy, compliance, and exceptional customer service. My tenure at Tata Consultancy Services (TCS) since May 2018 has provided me with deep insights into insurance operations and a commitment to fostering cohesive teamwork within my unit.My responsibilities include overseeing the reception of incoming contributions/transfers and forms, ensuring strict adherence to established customer policies for SLAs, and proactively addressing inquiries to maintain high levels of customer satisfaction.Having completed my MBA in Business Analysis and Financial Management, I possess a robust skill set in problem-solving, which I effectively apply in my role. Additionally, I am proficient in Python programming, machine learning, Power BI, and SQL, allowing me to tackle complex challenges with confidence and efficiency.My expertise extends to resolving Not In Good Order (NIGO) situations and performing various transaction processing tasks such as handling cash, EFT, rollover, brokerage, while ensuring stringent quality checks. Proficient in MS Office applications, I have a strong background in customer service and collaborative partnerships within the retirement industry.I take pride in my ability to ensure accurate asset movements between retirement plans and handle direct rollovers and conversions with precision. Committed to delivering exceptional results, I continuously seek opportunities for process improvement and professional growth to drive tangible value for my employers.Currently based in Nagpur, Maharashtra, I am eager to leverage my extensive training and skills in a rewarding opportunity where I can contribute positively to company objectives and further advance my career in the BFSI sector