Lokesh Velicheti

➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction.

➢ Providing root cause analysis of data issues involving member related inquiries.. ➢ Assist in development and maintenance of training manuals. ➢ Develop strong working knowledge of provider policies for multiple states. ➢ Enrollment and Maintenance of the member’s information following the group and state wise guidelines. ➢ Communicating with clients for additional or missing information to maintain the accurate and complete records of the members. ➢ Assisting with developments/changes to increase quality and production. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction.

➢ Providing root cause analysis of data issues involving member related inquiries.. ➢ Assist in development and maintenance of training manuals. ➢ Develop strong working knowledge of provider policies for multiple states. ➢ Enrollment and Maintenance of the member’s information following the group and state wise guidelines. ➢ Communicating with clients for additional or missing information to maintain the accurate and complete records of the members. ➢ Assisting with developments/changes to increase quality and production. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction. ➢ Dealt with 401k and individual Retirement accounts under the policy enquiry team. ➢ Assisting US clients by servicing their 401k Retirement accounts. ➢ Providing the details which are requested by IFA’s on behalf of clients on their policies. ➢ Accurately process client request on multiple retirement plans (IRA’s, Qualified and non qualified plans). ➢ Dealt with different types of contributions like Roth, Pretax, After tax, Catch up, and employer contributions. ➢ Worked as quality checker to approve/Reject the processed transaction.