
Rishiraj Roy
Trainer - HSBC Mortgage Services

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About me
Associate Director - Transitions at UnitedHealth Group/Optum Global Solutions
Education

Calcutta boys' school
1997 - 1999ISC Accountancy, Economics
IBS Hyderabad
2002 - 2004MBA MarketingMBA in Marketing
Experience

HSBC Electronic Data Processing (India) Pvt. Limited
Jul 2004 - Mar 2006Trainer - HSBC Mortgage ServicesTraining and Certifying new joinees in the HSBC Mortgage Services DepartmentFloor Walking and attending escalation callsCreating and Monitoring Performance Improvement PlansQuality Callibration

Capgemini Consulting India Pvt. Ltd.
Mar 2006 - Jun 2008Team Lead/AM-Accounts Receivable/Credit ControlTeam Lead – Credit Control for Capgemini Consulting India (Pvt.) Limited, in Kolkata, from August 2007 to June, 2008:Also Involved as an onsite transition team member in the successful transition of the same Credit Control process from Inverness, Scotland to Kolkata, India.Profile include: Contact escalated third-party clients for payment of invoices in line with the agreed terms.General maintenance and accuracy of the debtors’ ledgers for the team.Produce accurate reports on Oracle Financials as and when required in line with the SLA.Play an instrumental role in the resolution of escalated queries and disputes.Develop and maintain a strong relationship with divisions and internal clients as well as third party clients.Attend review meetings at regular intervals with account managers, financial controllers as well as third party clients, onsite as well as in India.To reach a monthly target as agreed by the client.Additional responsibilities include Recruitment and training of new members. Show less

Capgemini India Pvt. Ltd
Jul 2008 - Feb 2009Team Lead - Project Accounting - BarentsTeam Leader (Project Accounting)Overall responsibility for the successful transition of the flagship F&A process from the Netherlands.Providing insight into extent of costs incurred for the transition,facilitating cost control and driving efforts for cost control .Overall responsibility for the recruitment,knowledge-transfer and smooth functioning of the process.Managing client relationships in the pre and post transition phases.Responsibilities include:Training of new team members and ensuring they are ready for the job role of a Project Accountant/ Accounts Receivable in the shortest possible time.Identifying redundant activities to streamline the entire process . Ensuring all SOPs, internal procedures and records are in compliance with the requirements of various audits.Overall control and management of the various generic inboxes to ensure that agreed SLAs are never violated. Attending client meetings and reporting KPIS. Conducting annual appraisals and monthly one-on-ones. Show less

Wipro BPO
Mar 2009 - Apr 2010Deputy Manager Training of new team members and ensuring they are ready for the job role in Investment Banking in the shortest possible time. Identifying redundant activities to streamline the entire process . Ensuring all SOPs, internal procedures and records are in compliance with the requirements of various audits. Attending client meetings and reporting KPIS, and also recommending corrective action for deviations( if any). Conducting annual appraisals and monthly one-on-ones. Managing client relationships in the pre and post transition phases. Show less

Tata Consultancy Services
Apr 2010 - Sept 2013Senior Manager - Transitionshandling end to end third party transitions for TCS BFS BPO in countries spread across US, Canada, UK, Rest of Europe and Middle East. Currently handling a major transition for a leading Canadian Bank.Responsible for the oversight of all Transition activities – Approving Transition Plans Obtaining all necessary internal business approvals for all transitions. Preparing of Exit Plans for all transitioned activities. Participating in risk assessment for all transitioned activities. Ensuring consistency of approach across towers. Ensuring transition methodology is followed by each tower. Review and approve detailed transition plans for each of the tower's in close coordination with the other stakeholders Ensuring compliance to the transition methodology and documentation requirements in each project Identify the best suited transition managers for each tower Resource planning for transition and ramp up for Genpact as well as client to support the project Monitor transition expenses and budget variation Review transition delivery on a regular basis and report performance to the management team Identify critical activities in the transition plan and monitor delivery by other support functions Lead the tollgate discussions for the larger processes and provide support to resolve issues in other areas. Show less

UnitedHealth Group/ Optum Global Solutions
Oct 2013 - Jan 2018Senior Manager(Level 2) - Transitions Role Description:a) Be responsible for Transitions for multiple portfolios. This includes development and implementation of a transition solution following the OGS methodologyb) Handle escalations for onshore and offshore stakeholders.c) Create governance model and independently drive large transitions in a high visibility environment.d) Be responsible for imparting training/ onboard new team members.e) Be responsible for streamlining the transition function and getting the methodology/ documentation customized for both captive and third-party opportunities.f) Demonstrate strong leadership and judgment.g) Be involved in strategic enterprise level transition initiatives.h) Handling critical client visits and senior management visits.. Responsibilities:-a) Reviews proposals and contracts for accuracy in areas related to transition.b) Interfaces with operations team to ensure smooth transition effort.c) Develops and implements a master transition plan d) Establishing the Front Office and the Back Office Governance Structure, Team Charter, communication mechanism, along with roles and responsibilities and subsequent service .e) Initiate the TSAT process for the Transition & Service Delivery. f) Risk & issue management as well as creation and maintenance of risk and issue register.g) Monitor, track and resolve critical transition related issues.h) Setting up and ensuring smooth routine reporting mechanisms.i) Ensuring that the scope of the services to be transitioned, and the SLAs expected from the service delivery are clearly understood and agreed upon by all stake holders.j) Drive the activities around setting up the infrastructure to be used during the KT phase and also during the service delivery phase. Ensure that the required hardware/software is in place, the connectivity is established and is adequate for sustained service delivery.k) Monitor knowledge transfer and perform KT acceptance to ensure that the KT is sufficient. Show less

UnitedHealth Group/Optum Global Solutions
Mar 2018 - nowAssociate Director - Transitions
Licenses & Certifications
- View certificate

Generative AI for Business Leaders
LinkedInSept 2023
Languages
- enEnglish
- beBengali
- hiHindi
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