Headline

Process Lead (Reconciliation and Control I Client money management)

About

Lean Six Sigma certified professional with over 7+ years of experience in Banking Reconciliation, Control, and Client Money Management, specializing in Investment Management. Throughout my career, I have developed a deep understanding of regulatory frameworks, including FCA CASS, and have successfully managed client-facing responsibilities, resolving complex investment and reconciliation discrepancies with precision. In my current role, I lead process improvement initiatives and oversee rigorous testing processes of reconciliation applications to ensure high-quality, compliant outcomes. My commitment to operational excellence is matched by a passion for driving strategic enhancements that streamline workflows, reduce risks, and optimize team performance. I thrive in dynamic, high-stakes environments, where my ability to lead and manage teams can contribute to continuous operational improvements. Looking ahead, I am eager to take on more senior leadership responsibilities, utilizing my skills in client relations, reconciliation, process improvement, and strategic oversight to drive impactful results. KEY SKILLS ____________ Reconciliations management CASS regulations Service Delivery Driving Lean & Improvements Risk Assessments Project Management Business Continuity Planning

Location

Delhi

Work experience

Process Lead at Fidelity International, Oct 2025 - Present · 10 mos

Process Specialist at Fidelity International, Aug 2023 - Oct 2025 · 2 yrs 3 mos, Gurugram, Haryana, India

Senior Associate at Fidelity International, Apr 2021 - Aug 2023 · 2 yrs 5 mos, The role is responsible for execution of all reconciliation related activities for an assigned portfolio. It performs in depth investigations related and provides comprehensive resolution to client inquiries. It is responsible for effective analysis of issues and activities that may impact the client experience, operations risk and process efficiencies.

Executive at NIIT Technologies Limited, Aug 2017 - Mar 2019 · 1 yr 8 mos, Gurugram, Haryana, India

Education

master's in commerce, finance and management, National p.g. college

Brightland Inter College,Lucknow