Ameriprise Indian Pvt Ltd
Oct-2017 To present
-Perform Automated Customer Account Transfers (ACATs) for the incoming client as well as outgoing client’s account as per the account’s feature. -Manage Funds, securities transfers according to the need and requirement of the Advisors. -Active participation in the implementation of LEAN within my process to enhance efficiency and productivity. -Performed daily data queries and prepared reports on daily, weekly, monthly and quarterly basis. -Created visually impactful dashboards in Excel for data reporting by using pivot tables and VLOOKUP. -Monitor clients' investment portfolios and ensure that transfer requests are carried out according to industry regulations. -Support operations through analysis of key performance indicators and trends. -Work with both internal and external business partners to research and resolve issues in an accurate and timely manner.