Baljit Kaur
Senior Analyst at WTW
Vijay Milan Society, C 2/2, Sector 10, Kalamboli
Summary
Accurate Senior Analyst (Project Operations) with exceptional teamwork, leadership, and communication skills. Over 10 years of experience working on large-scale projects and handling daily operational requests. Exceptional technical understanding to meet project deadlines.
Overview
17
17
years of professional experience
Work History
Senior Analyst
Willis Towers Watson
03.2018 - Current
- Collecting, analyzing and interpreting data related to pension schemes.
- Ensured compliance with UK pension regulations, including those set by The Pension Regulator (TPR) and Pension Administration Standards Association (PASA) guidelines, maintaining accuracy and regulatory adherence.
- Evaluated quality of data sets to identify inconsistencies, errors and gaps. Prepared detailed report and documentation for stakeholders and consultants.
- Communicated findings and recommendations to stakeholders, including pension trustee.
- Assisted in project planning, monitored progress and ensured project deliverables were completed on time and within budget.
- Managed data related projects from inception to completion, ensuring timely delivery and alignment with business goals.
- Provided training and support to advisor and other team members on data analysis techniques and tool.
Senior Pensions Administrator
Jardine Llyod Thompson(JLT)
04.2011 - 03.2018
- Calculating pensions for the scheme members of the UK
- Addressing queries from team members in the absence of the Process Leader
- Communicating with the Scheme Owners in the UK
- Accurately calculating pension forecasts and processing retirement benefits, including lump sums, pension payouts, benefits for early leavers, and transfers in and out of the pension scheme.
- Providing members and other relevant parties with information upon request, including fund values, estimated benefits, and various data extracts.
- Handling a variety of general inquiries and correspondence from members, advisors, and trustees, and communicating with them in an appropriate manner.
- Ensuring that work is produced in accordance with agreed Service Level Agreements and in compliance with Disclosure Regulations.
- Collating and processing new member's records on the scheme database and validating information
- Monitoring contributions, investing with fund managers, including additional voluntary contributions.
- Ensured timely delivery of pension benefits to retirees by managing and overseeing the disbursement process.
- Evaluated and recommended updates to outdated pension administration policies, ensuring alignment with current best practices in the industry.
- Played a key role in business development activities, contributing to significant growth in client base over time.
- Provided expert guidance on complex pension issues to both internal staff members and external clients as needed.
- Mentored junior team members and provided ongoing support for their professional development.
Customer Service Executive
Axis Bank (Customer Service Centre) Credit Cards
04.2009 - 03.2011
- To handle customers with patience & deliver quality service.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Reduced average call time through efficient problem-solving skills without sacrificing quality of service provided.
- Leveraged strong interpersonal skills to build lasting relationships with customers, fostering brand loyalty and repeat business.
- Boosted customer retention rates by providing exceptional service and building rapport with clients.
- Expertly navigated escalating situations, leading to resolutions that satisfied both clients'' needs while adhering to company policies.
Sales Executive
Axis Bank,Kharghar
03.2008 - 04.2009
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
- Demonstrated expert product knowledge during client interactions, addressing questions/concerns confidently and offering solutions tailored specifically for them.
- Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed.
- Developed key partnerships, resulting in increased lead generation and cross-selling opportunities.
PBO (Phone Banking Officer)
ICICI Phone Banking Unit, Thane
07.2007 - 01.2008
- Resolved complex customer issues efficiently, ensuring a positive experience for all parties involved.
- Maintained strict adherence to regulatory guidelines, minimizing compliance risks for the bank.
- Managed risk effectively by monitoring account activity and conducting thorough customer due diligence.
- Identified customers with additional profit potential and designed action plans to expand relationships.
- Worked closely with colleagues in other departments to ensure seamless delivery of integrated financial solutions for customers.
Education
Mumbai University
Skills
Operation Management
Project Management
Timely Project Deliverables
Project Revenue Generation
Team Handling
Client Communication
Quality Assurance
Compliance Policies
Operating systems: Microsoft Excel
Microsoft Word
Microsoft Power Point
Knowledge of Nortel Networks
Languages
English
Hindi
Hindi
Timeline
Senior Analyst
Willis Towers Watson
03.2018 - Current
Senior Pensions Administrator
Jardine Llyod Thompson(JLT)
04.2011 - 03.2018
Customer Service Executive
Axis Bank (Customer Service Centre) Credit Cards
04.2009 - 03.2011
Sales Executive
Axis Bank,Kharghar
03.2008 - 04.2009
PBO (Phone Banking Officer)
ICICI Phone Banking Unit, Thane
07.2007 - 01.2008
Mumbai University
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