Summary
Overview
Work History
Education
Skills
Timeline
Generic

Monika Nelwade

Transfer Agent
Upper Pally Hyderabad

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience

Work History

Transfer Agent

Franklin Templeton Investments
10.2019 - 09.2021

Responsibilities of a TA Operations Representative:


  • Will verify customer requests to ensure information is correct and in good order and takes appropriate action. May perform quality control activities to ensure quality standards are met.
  • Managed shareholder records for accurate documentation of investor information and transaction history.
  • Facilitated seamless transfer of securities between investors, ensuring compliance with regulatory requirements.
  • Distributed dividends and interest payments to shareholders according to company policies and regulatory guidelines.
  • Provided responsive customer support, addressing inquiries related to shareholdings, transactions, and dividend payments.
  • Ensured compliance with securities regulations, maintaining integrity in all shareholder-related activities.

Process Executive

Cognizant Technologies Solutions
11.2017 - 04.2019

West Host Claims Adjudication:


  • Our Work includes researching & processing the Claims in timely manner to the Customers of the Anthem Inc.
  • Responsible for claim pricing and claim adjudication process.
  • We deal with Sweep repots, Adjustments & IQT Adjustments.
  • Responsible for Validating and adjusting the Claims with Correct Deductible, Co-Pay & Co-Insurance as per Member benefits before payments made with zero percentage error.
  • Communicating with Clients/branches/through e-mail and acknowledging all the queries with in TAT.
  • Auditing the adjusted claims of the associates on daily basis for maintaining process accuracy
  • Prepare and present MIS reports to Senior Managers on a daily, weekly & Monthly basis.

Education

MBA - Finance

Aurora's Post Graduate College
Hyderabad, India
04.2001 -

B.com General - Commerce

Sarojini Naidu Vanita Maha Vidyalaya
Hyderabad, India
04.2001 -

Commerce

Sarojini Naidu Vanita Maha Vidyalaya
Hyderabad, India
04.2001 -

High School Diploma -

New Paramount High School
Hyderabad, India
04.2001 -

Skills

Financial knowledge

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Timeline

Transfer Agent

Franklin Templeton Investments
10.2019 - 09.2021

Process Executive

Cognizant Technologies Solutions
11.2017 - 04.2019

MBA - Finance

Aurora's Post Graduate College
04.2001 -

B.com General - Commerce

Sarojini Naidu Vanita Maha Vidyalaya
04.2001 -

Commerce

Sarojini Naidu Vanita Maha Vidyalaya
04.2001 -

High School Diploma -

New Paramount High School
04.2001 -
Monika NelwadeTransfer Agent