Samir Khatik

Operations Associate

Pune, Maharashtra, India1 yr 11 mos experience

Key Highlights

  • Expert in managing UK pension operations.
  • Detail-oriented with a focus on compliance.
  • Proficient in legacy systems migration.
Stackforce AI infers this person is a Fintech professional specializing in pension operations and process management.

Contact

LinkedIn

Skills

Core Skills

Pension AdministrationBusiness Process Management

Other Skills

Customer Relationship Management (CRM)Customer ServiceFinanceFinancial AccountingFinancial PlanningHuman Resources (HR)InsuranceLegacy SystemsMarketingPension SystemsPolicy HolderRetirement Planning

Experience

Tata consultancy services

Process Associate

Apr 2024 – Present · 1 yr 11 mos · Pune, Maharashtra, India · On-site

  • Managing UK pension operations including issuing policyholder letters (ROR50, ROR55, Wake-Up, Follow-Up, LTA, Add Authority), verifying security checkpoints, updating personal and retirement details, and supporting system migration from legacy platforms to Banc while ensuring compliance, accuracy, and client satisfaction.
Customer ServicePension SystemsCustomer Relationship Management (CRM)Financial AccountingPension AdministrationLegacy Systems+1

Education

R.C.PATEL EDU.TRUST'S INSTITUTE OF MANAGEMENT RESEARCH&DEVELOPMENT, SHIRPUR

Finance

Jun 2019 – Jul 2022

KBC North Maharashtra University Jalgaon

Bachelor of management studies — Finance

Jul 2019 – Jun 2022

R.C.PATEL EDU.TRUST'S INSTITUTE OF MANAGEMENT RESEARCH&DEVELOPMENT, SHIRPUR

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