Meena P

To secure a challenging position in a reputable organization where I can expand my knowledge, enhance my skills, and contribute effectively to the organization's growth while advancing my professional career and provided exemplary customer service, cultivating strong client loyalty and contributing to a measurable increase in client retention.

Senior Associate- Retirement Service at Genpact Pvt.Ltd (2024-04 – 2026-08)

• Process retirement plan transactions using Relius Administration and OMNI applications.
• Create, monitor, and manage workflow activities in OMNI while collaborating with internal operations and client-facing teams.
• Process retirement plans including 401(k), 403(b), 457, Defined Contribution, and Defined Benefit plans.
• Support participant account maintenance, eligibility updates, vesting, payroll processing, and retirement plan administration.
• Review retirement statements for participants and sponsors before publishing to ensure data accuracy, identify discrepancies, conduct research and send it to client.
• Money in and Loans -Handling money in & Loan related activities, i.e. Check processing ACH payment s, contribution, loan initiation, loan payments, loan payoffs, trades settlements, rollovers, forfeitures And process distributions such as Hardship withdrawals, QDRO, RMD, In-service distributions, loans etc.
• Analyze the client reporting requests including identifying the content of the report, gathering the data, formatting the data according to client specifications, validating the information and delivering the content to the client.
• Reconciles trust accounting/record keeping system on a plan level Reconciles plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type.
• Working in excel for parsing, delimits, pivot tables and vlookup.
• Ensure timely completion of assigned work while maintaining SLA compliance and meet daily productivity, quality, and accuracy targets.
• Maintain strict client confidentiality and comply with data security policies and collaborate with onshore teams and maintain professional relationships.

Senior Transaction processing officer at Mphasis Pvt.Ltd (2019-11 – 2024-04)

• Supported U.S. investment banking clients in retirement plan administration.
• Processed transactions using Citrix and Doc Matrix tools.
• Worked as a Record Keeper for mutual fund and annuity networking.
• Processed monetary and non-monetary transactions including withdrawals, loans, transfers, rollovers, hardships, QDROs, and death benefits.
• Managed money movement through wire transfers, ACH, check processing, and stock buy/sell transactions.
• Processed retirement plans including 401(k), 403(b), 457, Defined Contribution, and Defined Benefit plans.
• Achieved daily productivity and quality targets while adhering to SLAs.
• Performed quality checks and provided feedback to improve team performance.
• Allocated work within the team and monitored production accuracy.
• Prepared and shared daily MOM reports.
• Coordinated with onshore teams through email communication.

BCOM – Sacred Heart Girl's First Grade College, Bangalore University (2019-07)