Gagan Saini

1) Lead the delivery setup and execution and people for the assigned shared services projects/ program work streams in order to realize defined business outcomes with mid-sized, globally distributed teams

2) Manage relationships & status reporting within the organization, with clients & applicable third parties

3) Manage and increase team' efficiency and measure efficiency at team and individual level

4) Manage internal and external dependencies for the project

5) People management responsibilities for team members and track leads

Onshore Coordinator, Los Angeles (USA) - Nov'2023 till June'2025

Key Responsibilities:

1) Ensuring Job preparation of Standard Operating Procedures for all the new project items and streamlining the process workflow are in place. Single point of contact for the migration of new wave worth $ 1.5 million

2) Defining & Streamlining MARKETING RESOURSE MANAGEMENT platform thereby implementing various parameters and check points so that end to end process flow can be tracked at any point of time

3) Collaborating with cross-functional teams to identify areas for improvement and implement solutions on the BAU to enhance overall business performance & to generate capacity for more work

4) Partnering with key business stakeholders including PODs and manage workflow – in terms of prioritization and delivery

• Coordination with Internal Stake holders on the project status
• Coordination with External Clients for any process related issues / billings
• Provide solutions and consulting to enhance end to end operations functions
• Implementing operational improvements, audits and handling escalations

• Working very closely with the Project head at Germany, trainers, counterparts & support business functions to successfully run & improve the operations and tackle issues and urgent requests.
• First point of contact for Client and Onshore team for any process related issues/ updates
• Migrated process from Germany for Operations Control and International Tax reclaim
• Managing teams of 53 Colleagues (Assistants, Senior Assistants, Teams Leaders, Assistant Managers)
• Attrition Management & Performance Appraisals

• Responsible for Tax Gain Computations for Prudential AL/VAL interest sensitive policies
• Transactions are linked with the US stock market, so follow the SCE (Securities Exchange Commission) guidelines
• Computation of Tax Withholding amount on the Tax Gain
• Responsible for filling up forms prescribed as per IRS department of USA eg : 1099-R for Tax Gain, 1035-X for exchange of policies

• Preparing and entering vouchers
• Reconciliation of Bank and Cash statements of various site
• Maintenance of Employee ledger
• All above responsibilities are performed in Oracle 11i