Oct 2022 – Jan 2023 · 3 mos · Bengaluru, Karnataka, India

• Charging credit card and processing credit card payments
• Downloading lockbox statements from the bank portal and clearing all the payments
• Creating IHB for the wrong pocket payments.
• Preparing unapplied and unidentified monthly reports
• Mainting daily volume tracker
• Clearing the bank statements.

Dec 2020 – May 2022 · 1 yr 5 mos · Bengaluru, Karnataka, India

• Responsible for processing & generating evaluation & extension order requests in SAP which includes generating quotations,sales order processing & software license generation. 
• Customer Master Record Management - Customer creation (Sold to, Bill to, Ship to and Payer), Create/Modify/Change customer record as per the requirements. 
• Responsible for cleanup process - Dismantle & Exchange(D&E) expired evaluation licenses from SAP. 
• Responsible for managing Licensing queue management via Salesforce. 
• Manage the accuracy of all changes made to the Sales Orders, Quotations & S/w Licenses.
• Providing support to the customers globally as a part of cloud support team as the secondary domain
• Troubleshoot and resolve monitoring alerts, client cases/issues. 
• Collaborate with incident managers to ensure proper escalations and timely resolution. 
• Responsible for queue management in Salesforce.

Feb 2018 – Nov 2020 · 2 yrs 9 mos · Bangalore

• Creating quotes and Orders to permission various Thomson products and also Exchanges (Third Party) product access for FGA clients like HSBC, JPM, Deustche Bank, Morgan Stanley. etc
• Generating Order forms. Investigate on Order forms and Contracts
• Account specific processing of the orders in accordance to Compliance
• Working with fulfillment team on permissioning
• Investigating client Billing Issues and work on rectifying them (Both in Seibel as well as SAP).
• Working on Billing Corrections/Disputes.
• Handling Entitlement lost cases, to make sure client regains the access within 2 hours of time.
• Handling Bulk projects for clients like JP Morgan where there is a requirement for a number of users.
• Managing client calls, providing inputs related to Permissioning, invoice queries, product information and other queries
• Providing access/de-Permissioning of various exchanges on timely basis for clients
• Implementing cosmetic changes of invoices to help process the payments internally
• Updating the Client contact and address details in system
• Directing the issues raised by clients to appropriate workgroup
• Answer to clients on quarterly notification, annual price increase, exchanges alerts and other updates
• Processing the user modifications/change in permission after the client working hours (after market hours)

Aug 2016 – Jan 2018 · 1 yr 5 mos · Bangalore

• Worked on multiple works sets-TM Documentation, Agency Background Verification, PDT, Historical Edits, I9, HROC Imports, and Terminations.
• Audit and update candidate/employee information.
• Attributing the scanned documents to the team member number.
• Mentored and trained new team members in different processes and provided support to Team Lead in daily operations as when required.
• Working on daily operational goals using best practice of utilizing process pages and other online resources.
• Hands on Experience with People Soft, Kronos, Citrix, Knowledge lake & Share point tools.

Nov 2012 – Jul 2016 · 3 yrs 8 mos

Oct 2011 – Oct 2012 · 1 yr · Bangalore

• Worked as Executive-Insurance in Valuation, Illustration & Projections & Agency Intervention Team (VIP-AIT).
• Pension, Conventional & Life Policies with UK Clients & Other Overseas Clients.
• Updating Customer Address as per both Independent Financial Advisor & Customer Request.
• Appointing Agents for the Policy as per the Customer Request & Independent Financial Advisor.
• Sending policy information. i.e., Values, Projections & Retirement Benefits of the policy as per the customer & Independent Financial Advisor request.
• Resolving the customer issues effectively.