CURRICULUM VITAE
Objective
To work in a mutually beneficial way for a premium organization with
great learning opportunities and contribute significant value through
my skills and exposure.
EXPERIENCE
ORGANISATION : FIDELITY INVESTMENTS INDIA PRIVATE LTD
RAGHAVENDRA .K.M
DESIGNATION : Senior Specialist [Joined as Associate promoted as senior
Associate. Now working as senior specialist which is equivalent to Work Group
CONTACT INFORMATION leader.]
PERMANENET ADDRESS: DURATION : From March 2006 to till date
PROFILE : Defined Benefits
S/O K.MUDDANNA
House No. 4-4-12 RESPONSIBILITIES :
Kinnimulky Responsibilities as Senior Specialist
Udupi – 576101 Preparing and sending priority report to the final
Karnataka
India.
review team and production team to work based on
the report.
Preparing production report as required by the CSM
(Client Service Manager) and ODL (Online Delivery
PERMANENET ADDRESS Leader).
Working as a backup for team lead incase of his
# 29 III Floor absence.
“NAGASHREE” Residency
Near Vidyanikethan School Preparing Quality Report and mailing the same to
I Main IV Cross ODL and CSM.
Vivekananda nagar Quality checking of the work done by associates and
BSK III Stage senior associates.
Bangalore 560085 Training the associates of production team.
Karnataka Working as a backup only incase of leave of
India
associates.
Rating the ideas given by associates and senior
associates.
MOBILE : 9980034782 Running the queries using SQL
Responsibilities as Associate and Senior Associate
E-MAIL: Worked for Transition of Defined benefits for the client
raghavendra_shettigar@rediffmail.co
m
Consumer Energy
Worked on Auto, Manual & Final calculations.
Have been part of the Core Team and have grown
along with the client from transition till date in terms of
knowledge sharing & was able to adapt and cope up
to the various challenges faced during this face.
Have shown keen interest in broadening my expertise
in the subject and hence was able to learn & perform
all the three types of calculations to my best along with
the other responsibilities related to training, reporting
etc.
Reconciliation of the benefits.
JOB PROFILE:
• Manual Disbursements - Final
When the payment options not available in DBCS – manual
updation of the payment options are made and then send for
disbursement.
Auto Projections
To run the participant SSN in the Client Spread Sheet and compare with the
calculations in DBCS. Manuals calculations done if both spread sheet and DBCS
shows incorrect calculations and if there is any flag (Data requirement from client)
• Manual Projections
Request received for a manual calculation of benefits. Manual
calculations are done by first considering the various criteria’s for
PERSONAL DETAILS: that particular request and also through Plan Rule research.
• Final Calculations
FATHER NAME: K MUDDANNA
Once customer is satisfied with the benefits he reverts back the
MOTHER NAME: Lt. K M MOHINI paper work for Final payment. This Final calculation is done and
transferred for disbursement.
DATE OF BIRTH: 21st October 1979
Applications:
SEX : MALE
NATIONALITY : INDIAN
DBCS, DASHBOARD, BWS, XTRAC, CM, Client Spreadsheet, Service Monitor,
MARITAL STATUS: SINGLE Plan Rules:
• Effective knowledge of Plan rules which enabled me to navigate and
research for answers.
• Was able to resolve complicated calculations.
Also used as a training aid for the new joiners.
Escalations:
Have worked on various kinds of Escalations & resolved the same in timely
manner. Also have received various appreciations for resolving Escalations.
• Over payment/ Under payments
• Recalculations
• TRAK/SME
• Expedite Request from On-shore
Quality Checking:
• Internal Quality check for the entire team on Auto, Manual & Finals
calculations.
• Quality Check report projected to the team and for the Monthly dashboard.
Workflow Management:
Assigning the calculations for the entire team & managing the same to complete
the work without missing TAT.
• Via dashboard
• Service Monitor
• On Hand – (DB calcs)
• Xtrac Work basket
Production Report:
• Daily Inflow & Outflow of Production.
• Updating miscellaneous report on daily basis.
• Update check point tracker on daily basis.
• Tracking of Error report daily & weekly.
• Daily open item report. (This report helps the team to plan the work)
ACHIEVEMENTS :
Received ‘Zero defect Silver’ award.
Received ‘Gold award’ for consistence performance.
Received Offshore ‘Spot award’ & Team ‘Spot award’.
Accepted and Implemented 4 Kaizen Ideas.
Been a part of Billing Project.
Part time employer : Working as a part time financial advisor for Bajaj
Allianz Insurance company
Previous Employer
Organization: Prakash Retail Pvt. Ltd.
Designation: Finance Executive
Duration: One year (Jan 2005 – February 2006).
Profile:
Accounts
Day to day entries in tally and oracle.
Preparing and maintaining necessary books of accounts as per the
company law and prescribed accounting standards.
Presenting a true and fair view of financial position by ensuring timely
preparation of financial statements viz., Profit and Loss account and
Balance Sheet.
Supervise and leading the accounting activities in the branches as well as
in the head office.
Ensure timely and speedy collection of all the receivables.
Budgeting and Forecasting.
Working Capital Management.
Project/Assignment: Have undertaken project “Performance analysis of mutual
funds with special reference to LIC mutual fund”.
EDUCATIONAL QUALIFICATIONS:
Completed SSLC from S.V.English medium school, Shimoga in the year 1996 from
Karnataka state board – 79%
Completed PUC from National college, Shimoga in the year 1998 from Karnataka
state board – 53%
Completed BBM from Acharya Tulsi National College of Commerce, Shimoga
affiliated to Kuvempu University in the year 2001 Kuvempu University – 78%
Completed MBA from Jawaharlal Nehru College of Engineering, Shimoga affiliated
to Visweswariaha Technological University in the year 2003. – 63%
Date: 09/27/2010
Place: Bangalore
RAGHAVENDRA.K.M
