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

  1. Financial Services Operations

    Accenture

    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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P. Badri Narayan Patro — Financial Services Operations at Accenture in Pune District, MH, IN | Unifers