Irfan Ajani

About Irfan Ajani

Worked from Dec 2023 till present as a Process Lead in Banking & Retirement process named Vanguard (U.S.A) at Infosys.Below Expirence.1. Implementation of new plans in the DC plan including investment administration in the Vanguard system.2. We Ofshore to service the majority of Fund change/New option involving existing funds.3. ⁠Handles set up and maintenance of various asset class including money transfer, Asset Transfer of Vanguard and Outside Funds 4. ⁠High critical transfer process includes verifying NSCC trade confirmation.5. Project type handle such as -1)Corporate Action 2)Fund Addition, new fund 3)Fund Addition Money Movement 4) Asset Transfer Out 5) Asset transfer In 6) Plan to Plan 7)Self Brokerage 8) Start up 9) DTO10) Termination.6. Analyze and process client-initiated distributions, transfers, and rollover requests. Ensure all transactions are processed accurately and according to client instructions*Worked from June 2016 till Dec 2023 as a senior process associate in Banking & Retirement process named TIAA (U.S.A) at Tata Consultancy Services.Handled Investment Review (IR): 1. Checking investments made in various organisations by participant and the risk to reward ration of the participants. Analysing the investments made by the participants and creating future estimates. Creating detailed report on the same and sending to the Wealth Manager. Comparing the investments to the risk opted by the participants and accordingly planning participant\'s investments. Training new associates, Quality Checking, Mentoring the team and Assignment of work.

Experience

1. Process Lead

   Infosys BPM

   Dec 2023 — Present · Pune, IN

   Worked from Dec 2023 till present as a Process Lead in Banking & Retirement process named Vanguard (U.S.A) at Infosys.Below Expirence.1. Implementation of new plans in the Define Contribution plan including investment administration in the Vanguard system.2. We Ofshore to service the majority of Fund change/New option involving existing funds.3. ⁠Handles set up and maintenance of various asset class including money transfer, Asset Transfer of Vanguard and Outside Funds 4. ⁠High critical transfer process includes verifying NSCC trade confirmation.5. Project type handle such as -1)Corporate Action 2)Fund Addition, new fund 3)Fund Addition Money Movement 4) Asset Transfer Out 5) Asset transfer In 6) Plan to Plan 7)Self Brokerage 8) Start up 9) DTO10) Termination.6. Analyze and process client-initiated distributions, transfers, and rollover requests. Ensure all transactions are processed accurately and according to client instructions

Education

• Savitribai Phule Pune University

  Master of Business Administration - MBA, Marketing

• Yashwantrao Chavan Maharashtra Open University

  Bachelor's degree