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Suraj Roy

Operations Associate | Process Optimization | Back Office & Financial Services | Ex-Genpact

North Delhi

4+ years of work experience

1 Percent Verse
Oct 20241 yr 8 mosPresent

Delhi, India

Manage backend operations to support platform functionality and learner experience, ensuring smooth day-to-day workflows. Index and organize digital content for efficient access and categorization, improving system usability. Verify and upload learning materials with high accuracy, reducing errors and delays. Collaborate with content and tech teams to troubleshoot and resolve platform issues.
GENPACT
Mar 20231 yr 8 mosOct 2024

India

Processed Canadian retirement plans (RPP, RRSP, TFSA, HBP, LLP) with 100% CRA compliance. Executed fund transfers between financial institutions, maintaining accuracy and SLA adherence. Indexed policies (transfer, withdrawal, contribution) to speed downstream processing. Coordinated with QA teams for exception handling, boosting operational efficiency. Maintained data accuracy across CMS tools and Excel trackers.
PolicyBazaar.com
Nov 20218 mosJun 2022

Gurugram, Haryana, India

Delivered chat and voice-based support for life and health insurance policies. Guided customers through policy selection, renewals, and premium breakdowns, raising satisfaction. Handled service queries and escalations with professionalism, ensuring positive resolution. Contributed to increased customer retention and upselling of insurance products.

Education

CHANDIGARH UNIVERSITY

Master of Computer Applications - MCA, Computer Programming, Specific Applications

CHANDIGARH UNIVERSITY

20242 yrs2026
School of Open Learning (DU SOL), University of Delhi

Bachelor of Commerce - BCom

School of Open Learning (DU SOL), University of Delhi

20183 yrs2021

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Headline

Operations Associate | Process Optimization | Back Office & Financial Services | Ex-Genpact

About

Dedicated Operations Professional | Process Optimization Specialist | Back Office & Financial Services Expert 🎯 About Me: Results-driven Operations Associate with 3+ years of proven expertise in optimizing backend processes, managing financial operations, and delivering exceptional accuracy. I specialize in transforming complex operational workflows into streamlined, efficient systems while maintaining 99%+ accuracy standards. 💼 Core Competencies: • Process Optimization & Workflow Management • Back Office Operations & Process Improvement • Financial Services Operations (Canadian Retirement Plans: RRSP, TFSA, RPP, HBP, LLP) • Exception Handling & Quality Assurance • Document Verification & Data Management • Customer Support & Stakeholder Management • Microsoft Excel & CMS Tools Expert 📈 Proven Track Record: ✓ Achieved 99%+ accuracy in fund transfers & policy processing ✓ Reduced exception cases by 15% through systematic QA improvements ✓ Improved team efficiency by 10% via process documentation & automation ✓ Successfully managed 1000+ customer interactions with 95%+ satisfaction 🎓 Currently pursuing MCA from Chandigarh University 🌍 Open to: Operations roles in MNCs, Process Improvement initiatives, and Back Office opportunities across India Looking to leverage my operations expertise to drive process excellence and operational efficiency. Let's connect if you're hiring Operations Professionals!

Location

North Delhi

Work experience

Operations Associate at 1 Percent Verse, Oct 2024 - Present · 1 yr 8 mos, Delhi, India, Manage backend operations to support platform functionality and learner experience, ensuring smooth day-to-day workflows. Index and organize digital content for efficient access and categorization, improving system usability. Verify and upload learning materials with high accuracy, reducing errors and delays. Collaborate with content and tech teams to troubleshoot and resolve platform issues.

Process Associate at GENPACT, Mar 2023 - Oct 2024 · 1 yr 8 mos, India, Processed Canadian retirement plans (RPP, RRSP, TFSA, HBP, LLP) with 100% CRA compliance. Executed fund transfers between financial institutions, maintaining accuracy and SLA adherence. Indexed policies (transfer, withdrawal, contribution) to speed downstream processing. Coordinated with QA teams for exception handling, boosting operational efficiency. Maintained data accuracy across CMS tools and Excel trackers.

Customer Service Associate at PolicyBazaar.com, Nov 2021 - Jun 2022 · 8 mos, Gurugram, Haryana, India, Delivered chat and voice-based support for life and health insurance policies. Guided customers through policy selection, renewals, and premium breakdowns, raising satisfaction. Handled service queries and escalations with professionalism, ensuring positive resolution. Contributed to increased customer retention and upselling of insurance products.

Education

Master of Computer Applications - MCA, Computer Programming, Specific Applications, CHANDIGARH UNIVERSITY

Bachelor of Commerce - BCom, School of Open Learning (DU SOL), University of Delhi

Suraj Roy - Operations Associate in North Delhi | Tal