Roopali Baddipalli
Senior Associate – Retirement account (pension)
Talent
LucknowMember since August 7, 2026
BluedoorSJP IntranetOrigoExperia Company HouseKanaPension AdministrationTraining and Mentoring
·
Hire this person
Send a job offer directly to this candidate
BluedoorSJP IntranetOrigoExperia Company HouseKana
About
Seeking challenging position in an Organization were my skills and my Educational background can add to the growth of the organization and allow development of my skiil to organization potential
Experience
Associate – Retirement account (pension) at SYNTEL PVT Ltd (2016-12-28 – Present)
In a KPO sector working in Anti–money laundering department
- In charge of new bussiness creations.
- Platform Dealing on Behalf of the Client.
- Application viz. Bluedoor, SJP Intranet, Origo, Experia Company House and kana
- Auditing and reviewing activities performed by processsor.
- Validating of Asset ID nubering convention.
- Handling all queues to make sure securities se up correctly and on timely manner.
- Training new joined in team.
- Coordunating with UK team on day to day basis for approval purpose required for security setup.
- Taking ownership and allocating request to team members in situation where request going out of SLA to make sure it is completed on time.
- Understanding new task introduced in process and oassing the same information to team as well.
- Taking delivery of client / Investors instructions and supporting document through a workflow system.
- Processing New Bussiness Applications of client in Retirement Acccount Pension administration.
- Document tracling – inward Document 7 Outward Document.
- Checking KYC document to set the client AML status.
- To check With Fianacial Crime Prevention regarding Anti money laundaring checks.
- To set Regular contrubution of the client for pension.
- Processing Transfer in instructions from one management company to another management comapany.
- Qualité check the anti-money landing procès.
- Deals Processing, Subscription, Redemption, Switches and Transfers Responding to all Client and associated internal department queries in a timely, accurate and professional manner.
- Fee processing where applicable to deals
- Processing all volumes within strict deadlines with high level of accuracy
- Identify, document and disseminate new procedures and controls
- Quality checking and preparing QC reports
- Training and Mentoring of new recruits.
- Focus on continuous improvement of process to do efficiently with Controls for errors and breach of rules and regulation
- As an associate processing the operations and ensuring of smooth run of business and timely deliverable to client.
- Helping Team mates to develop their skills in Operations and in other actives.
- Quick turnaround time for solving complex queries from Clients and research within a mentioned deadline
Education
B.Com – P.D KHARKANIS DEGREE COLLEGE (2014)
H.S.C – M.G.V JR COLLEGE (2012)
S.S.C – T.V.M. High School (2010)
Skills
Senior AssociateRetirement account (pension)