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Shreesh Rai, PMP®

PMP Certified | Project Management | Financial Services | Insurance | Mortgage | Banking Operations.

Bengaluru

13+ years of work experience

Tetherfi
Jul 20242 yrsPresent

Bengaluru, Karnataka, India

Promoted to Manager Delivery Operations
Tetherfi
Jun 20213 yrs 8 mosJan 2025

Brickwork India
Aug 20184 yrs 1 moAug 2022

HSBC ELECTRONIC DATA PROCESSING INDIA PRIVATE LIMITED
Sep 20161 yr 5 mosJan 2018

Bangalore

Closing of all types of customer accounts like 1st accounts, savings accounts personal loan accounts, mortgage accounts. Sending written settlement figures. EMS requests. Internal Audits.
Ocwen Financial Solutions
Apr 20141 yr 5 mosAug 2015

Bangalore

Mortgage loan processing
Jun 20112 yrs 10 mosMar 2014

Bangalore

Ownership of Processing Insurance policies of US clients sGenerating Certs and Wavier Certs in the Cert Exchange system.  Issue 4 different Insurance policies; Master, MCP, Carve out and Amtrust policies.  Sole ownership for Final audits yearly for all 4 Insurance policies in the policy plus system.  Prepare the Quote Tool.  Preparing the Exit Summary.  Populating the Agency Manager.  Set up Risk Alerts to Senior Management.  Handling Rate Monitor project.  Team Lead role: Accountable for Quality check of 10 members team. Maintain accuracy level at 99.95%

Education

Mangalore university

Master's degree, Marketing/Marketing Management, General

Mangalore university

20052 yrs2007

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Headline

PMP Certified | Project Management | Financial Services | Insurance | Mortgage | Banking Operations.

About

Dynamic, results-oriented financial services professional; 16+ years of proven track record in Insurance, Mortgage and Banking Operations. Associated with leading organizations : HSBC (EDPI), Ocwen, R G Insurance Processing Services, Birlasunlife Insurance, ICICI Prudendial Life Insurance.

Location

Bengaluru

Work experience

Manager Delivery Operations at Tetherfi, Jul 2024 - Present · 2 yrs, Bengaluru, Karnataka, India, Promoted to Manager Delivery Operations

Delivery Operations Admin at Tetherfi, Jun 2021 - Jan 2025 · 3 yrs 8 mos

Business Support at Brickwork India, Aug 2018 - Aug 2022 · 4 yrs 1 mo

Customer Service Executive at HSBC ELECTRONIC DATA PROCESSING INDIA PRIVATE LIMITED, Sep 2016 - Jan 2018 · 1 yr 5 mos, Bangalore, Closing of all types of customer accounts like 1st accounts, savings accounts personal loan accounts, mortgage accounts. Sending written settlement figures. EMS requests. Internal Audits.

Cashering Associate at Ocwen Financial Solutions, Apr 2014 - Aug 2015 · 1 yr 5 mos, Bangalore, Mortgage loan processing

Operations Associate at R G Insurance Processing Services Pvt ltd, Jun 2011 - Mar 2014 · 2 yrs 10 mos, Bangalore, Ownership of Processing Insurance policies of US clients sGenerating Certs and Wavier Certs in the Cert Exchange system.  Issue 4 different Insurance policies; Master, MCP, Carve out and Amtrust policies.  Sole ownership for Final audits yearly for all 4 Insurance policies in the policy plus system.  Prepare the Quote Tool.  Preparing the Exit Summary.  Populating the Agency Manager.  Set up Risk Alerts to Senior Management.  Handling Rate Monitor project.  Team Lead role: Accountable for Quality check of 10 members team. Maintain accuracy level at 99.95%

Education

Master's degree, Marketing/Marketing Management, General, Mangalore university

Shreesh Rai, PMP® - Manager Delivery Operations in Bengaluru | Tal