Lakshmi Annaiah
Operations Manager @ AccSource
About
As the Head of Service Delivery for UK & EMEA at Valenta, a global provider of business process outsourcing and consulting services, I bring over nine years of specialized experience in the financial services sector, focusing on operations and quality management. My academic background includes a PGDM in Finance from St. Joseph's College of Business Administration. In this capacity, I led a team of 80-100 paraplanners and administrators supporting financial advisors and wealth managers across diverse markets and platforms. My responsibilities encompassed optimizing the efficiency and performance of the service delivery team while nurturing relationships with internal and external stakeholders. I oversaw critical areas such as performance management, training and development, manpower planning, reporting, and project management within our operations. My approach is centered on empowering teams, enhancing customer value, and fueling business growth. I have a robust track record of successfully leading cross-functional, global teams, adeptly managing organizational change, and effectively resolving client escalations. My commitment to continuous learning is evidenced by my completion of 35 hours of PDU for Project Management Professional Exam Preparation, reflecting my dedication to ongoing professional development.
India
Bengaluru
Financial Services
UK Paraplanning, Client Services, Operations Administration, Business Process, Supervisory Skills, Customer Service Management, Offboarding, Client Onboarding, Project Delivery, Performance Management, Time Management, Global Cross-Functional Team Leadership, Strategic Thinking, Project Management, Collaborative Problem Solving, Stakeholder Management, Customer Service, Operations Management, Strategic Leadership, Service Delivery
Experience

Team Manager - UK
Valenta BPO UK
Bengaluru, Karnataka, India
Managing a team of paraplanners and administrators in UK Paraplanning domain Currently pursuing Certification in Paraplanning through CII Experience working on Suitability Reports and Investment and Pension Research Skilled in different software like Xplan, Intelligent Office, Genovo, Voyant, Cashcal, Selecta, Defaqto etc

Assistant Manager - Training, Quality & Certification
BANGALORE
• Induction of new employees for the Company • Conducting 1 week training for the Wealth Doctors where they are trained on different financial products and their role in the organisation • Refresher training for the employees to keep them upgraded with the changes in financial products • Managing the quality department and ensuring best advice is given to the consumer and best lead goes to the service provider • Certification of Wealth Doctors based on their performance • Ensuring the credibility of the company is not compromised
Lakshmi Annaiah's Contact Information
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