Customer Service Project Management

PUNAM PRASAD

**** ***** ***** *****, **** ***

Chevy Chase, MD20815

202-***-****

*****.*****@*****.***

PROFILE SUMMARY

A result oriented professional with 12 years of experience in Banking Operations, Reconciliations, Project management and Client Relationship Management. Currently working as Funding Specialist.

Education

2010 Investment Administration Qualification (level -1)- Financial Conduct Authority, UK 2001 BA (Psychology) MDDM College, B.R.A.B.U, Muzaffarpur, India Experience

Care first BlueCross BlueShield

Funding Specialist November 2017 – Current

Reconciles monthly funding accounts and monthly bank reconciliations, researches errors, and compiles necessary documents in order to provide accurate financial information to the clients. Maintains, updates and reconciles funding records to ensure that the bank balances are accurately reflected in the database. Download receipts from bank, download claims from LuminX system, and upload receipts/claims to Access database to perform reconciliations. Provides monthly funding/bank reconciliations to all groups with clearly identified descriptions and actions. Perform miscellaneous duties as required in order to facilitate the functioning of the department. Fidelity International - Banking Reconciliation and Controls Process Lead January 2016 – July 2017

Subject matter expert in the Fidelity Investment Platform. Collaborate with business leads to understand drivers of operations; prepare/maintain financial reporting and analytics to aid business decisions.

Supervise fund launch projects. Ensure allocation, settlement, and remittance of all clients incoming and outstanding money through offshore sweep reports. Experienced in FCA CASS Rules relating to client money protection

Achieved Extra miles award in 2016 and Lead by Example award in 2016. Process Specialist January 2009 – December 2015

Member of the Central Banking Unit’s core banking and reconciliation team. Develop and improve processes and tools in supporting Central Banking Unit Transition from UK to India. Ensure daily allocation of all incoming client’s money ensuring fund signoff in a timely manner and at the same time sending reports to senior stakeholders. Participate in FCA Audit primarily responsible for data collection and interview with auditors. Conduct internal client money training regarding rules that UK based investment firms must adhere to.

Achieved Pillar of the Process Award in 2012 & 2013. Employee of the quarter award in 2012. Go getter award in 2012 for performance excellence. Fidelity International – Investor Service Center, Bangalore Senior Executive April 2007 – January 2009

Managed the Karnataka region business and customer service for fidelity Investors. This included dealing with the walk-in investors as well as the branch specific phone queries. Customer Service Associate March 2005 to April 2007 Resolve complex commission queries and calculation of commission terms for the broker. Served in benefits operations administrator role responsible for resolving complex defined benefits issues including conducting research, analyzing provisions, and translating provisions to the ongoing processing environment.