Srinath Balda has over 10 years of experience working in back office support roles for retirement and investment services at Principal Financial Group in Pune, India. His responsibilities include processing health insurance claims, managing retirement investor accounts, record keeping, disbursements, and solving client queries. He also has 3 years experience as a cashier at a cooperative bank, handling deposits, loans, account reconciliation, and financial reporting. Srinath holds a B.Com degree and diplomas in computer applications and C language programming. He is skilled in MS Office applications and aims to improve team performance and efficiency.

1. SRINATH BALDA Mobile:+91-9923400878
E-Mail: 1304srinath@gmail.com
PROFILE
 Technically a thorough knowledge of MS Excel, Word, Outlook, Internet and other office
tools. Presently working on back office support for Business unit Retirement Investor
Services (401K PLAN) as financial Analyst & Disbursement Specialist.
CAPABILITIES
 Smart Working, Strong Analytic Ability, and Result oriented work.
 Demonstrating a positive outlook, Maintaining a `WE CAN DO` attitude in face of obstacles
and ability to work in a Team.
PROFESSIONAL PROFILE
PRINCIPAL FINANCIAL GROUP, PUNE
 The Principal Financial Group is a leader in offering business and individuals a wide range of
financial products & services, including Retirement and Investment services, Life & Health
Insurance & Banking through its diverse family of financial services companies. Working as
Process Associate From 16th Oct 2006—till date.
KEY RESPONSIBILITIES
 Health Insurance Claim Processing
 Retirement Investors Services :
o Financial Process.
o New entrant, Beneficiaries, creating an account for new applicant.
o Verifying member’s investments plan cross checking with Contract level.
o Contributions towards their investment.
o Recordkeeping of the member for their Loans and Advances.
o Disbursement – Final Payout to the Member, Partial Withdrawal, Force Out as per
participant request, weather to invest into existing plan, Rollover funds to other
financial institution.
o Some time request into finished status, but funds still showing in system, and System
generates PNEX message at this time we have to do lot of research. To find causes
behind. And need to follow relevant procedures to process the request.
o Also solving pears queries followed with defined procedures in company’s intranet.
o Contact Role on Disbursement.
o More of Subject Matter Expert role on researching if Distribution claim gets struck in
queue. (Main Causes Wrong Tax calculation, no funds in account due to funds in
transit, situation. Etc.)

2.  Verifying & checking the details of the claim :
o Analyzing the claim.
o Check the network providing client services.
o During processing cross checking the number of Dependents in individual members,
provider information, procedure code, Payment details etc., Using Mainframe tools.
o Accurately flag and reroute documents to appropriate workflow queues.
o Meeting quality and timing standards as defined in SLA.
o Ending is with adjudication.
 Additional Work Experience :
o Claim Hold list Auditing.
o Report generating: Day end reports – will help management to decision on next day
planning.
o Mentoring for smooth sailing of claim processing.
o Checking the procedures in the checking queue.
o Fun and frolic team member.
o Perform other job related duties or special projects as required.
o When work demands stay back for an extra-hours to finish queue.
Other Experience: M/s MODEL COOPERATIVE URBAN BANK LIMITED,
Worked as Cashier/Front Office Executive for 3+ years. Retail Banking Products.
KEY RESPONSIBILITIES & JOBS HANDLED
 Login in with new customer details.
 Handle with Deposits, Short Term Loans, Gold Loans, Cash Receipts & Payments,
 Other Banks Reconciliation Department (ex.HDCC Bank, HDFC Bank, State Bank India,
State Bank of Hyderabad etc.)
 General Ledger posting, Accounts Payable & Receivables through Banking software.
 Verifying Loan Documents, Link Documents for mortgage.
 Assisting Preparing Bank Profit & Loss Account and Balance Sheet,
 Assisted issue of Dividends.
 Clearing House Transactions, handling with Micr Clearing Cheques.
 Consult available resources including technical documentation, computer system application
features, coworkers to perform daily task. Make suggestions to for improvement in
procedures.

3. ACHIEVEMENTS and ATTENDED TRAINING
 Team achieved Excellent Certificate on December 2015
 Successful of maintaining 100% quality and efficiency from the very first day of joining. On
my consistence performance promoted to Process Mentoring, Checking Global requests.
 Presently working on Team Efficiency and quality. Major steps implemented to improve
team performance.
 Generating Day End Reports (Queue status : Current dated unprocessed claims and future
dated Expected Volume status.) So that management can able to decide & work on People
management.
 Advance Excel, Communication & Development Etiquettes, Office Etiquettes, Out Bound
Training.
 Trained on FATCA (Foreign Account Tax Compliance Act).
EDUCATIONAL QUALIFICATIONS
 B.com from Osmania University, Hyderabad
 Typewriting Higher Grade English
COMPUTER SKILLS
 Completed diploma in computer application from A.P.P.C.,Hyderabad
 Completed C language (Nov’2008), IT Solutions. Pune
STRENGTH
 Hard working and confident in nature
 Good Communication skills
 Ability to work in challenging environment
 Self motivated
Date:
Place: Pune (SRINATH BALDA)