P. Badri Narayan Patro
Financial Services Operations | SME | Accenture
- Role
- Financial Services Operations at Accenture
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
Experience
Financial Services Operations
Dec 2024 — Present · Pune, IN
Plan Management Services Quality controller on data tracing and ensuring regulations are followed while updating the plans.Consulting business partners with optimum solutions to perform updates.Working on OMNI web to perform transactions in funds to allow money movement.Skilled in PRISM, Siebel, RDS platform to process updates on 401(K), 403(B), 457(B) and 457(F) Retirement Plans.Managed testing of New Plan from Scratch and optimized its workflow.Proficient in CCT, Deconversions, Contract and Fund Lineup changes along with all type of changes in plan and client level.Creating MIS for the Team and Reporting along with Creating/Upgrading SOPs for team.Providing training to new folks on POD1, POD2 and POD3.Directing team in bulk projects.
Education
Lexicon Management Institute of Leadership and Excellence
PGDM
2021 — 2023
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