Aakriti Chauhan
Gurgaon
Summary
- Performance driven professional with over 5 years of experience in operations management, demonstrating a strong ability to navigate complex operational landscapes and drive process improvements.
- Served as a Research Operations Manager at Barclays, responsible for managing the implementation of regulatory compliance measures and enhancing client service delivery through effective operational strategies.
- Developed a robust skill set encompassing stakeholder management, operational excellence, and client relationship management, with a proven ability to lead teams towards achieving strategic objectives and operational goals.
- Expertise in managing research operations, entitlement support, and ensuring compliance with MIFID II regulations for financial derivatives and research sales.
- Proficiency in managing third-party vendor relationships, ensuring seamless integration of services and compliance with industry regulations, thereby enhancing operational capabilities.
- Built a culture and system that inspires the entire organization to become even more customer-centric in their efforts to support the customer needs by leveraging the customer insights generated from this team.
- Perusing AI in Business from Indian School of Business (ISB) Hyderabad, focused on applying AI & ML concepts in real-world business problem (Jan – May 2026)
Overview
8
8
years of professional experience
Work History
Research Operations Manager
Barclays
MUMBAI
09.2023 - 08.2025
- Managing the management of diverse queries received through the operational mailbox, ensuring timely and accurate responses to enhance inter-departmental communication and collaboration.
- Establishing and maintaining comprehensive research packages to ensure compliance with MIFID II regulations, thereby safeguarding the organization against potential regulatory breaches.
- Coordinating with the Research Sales team to process specific requests for research packages and services purchased by clients, ensuring alignment with client expectations and service agreements.
- Implementing trial packages for clients, facilitating their understanding of available research services and enhancing client engagement through tailored offerings.
- Administering the renewal process for contracts within internal systems, meticulously adhering to client agreements to maintain operational integrity and client trust.
- Managing entitlement support issues, including those related to third-party vendors, ensuring that all client access and subscription queries are resolved efficiently.
- Collaborating with the Business Management team to address invoicing queries, ensuring that all financial transactions are accurately processed and documented.
- Engaging with IT teams to define requirements for application enhancements, conducting thorough testing to validate functionality and data integrity prior to deployment.
- Strategically distributing responsibilities within the team, ensuring alignment with business objectives and stakeholder requirements to enhance operational effectiveness.
Trade Lifecycle Analyst - Corporate & Investment
JP Morgan Chase & Co.
Mumbai
09.2021 - 09.2023
- Ensured documentation of all operational processes, facilitating clarity and accuracy as processes evolved and improved over time.
- Generated regular and ad hoc management information reports, integrating data from multiple sources to provide actionable insights for decision-making.
- Conducted thorough analysis of the entire lifecycle of foreign exchange trades, identified areas for improvement, and ensured compliance with internal standards.
- Drafted and affirmed legal confirmations, while maintaining a comprehensive understanding of the legal aspects related to foreign exchange transactions.
- Identified and addressed incorrect booking practices within the operational framework, educating the Middle Office on the implications of such practices.
- Oversaw the data-gathering process, analyzed results, and reported management information, utilizing various data sources to support operational decisions.
- Produced time-sensitive daily reports with actionable insights for Front Office, Middle Office, and Back Office teams, facilitating prompt resolution of operational breaks.
- Escalated unissued or unexecuted documents in a timely manner, ensuring adherence to business standards and operational protocols.
Relationship Manager
MyGate
Mumbai
01.2020 - 09.2021
- Built and nurtured strong relationships with clients, ensuring their needs were met and fostering a culture of trust and collaboration.
- Led the business development efforts for MyGate's new venture, "Marketing Suite," driving client engagement and revenue generation.
- Collaborated with various brands to onboard them onto the "Marketing Suite," enhancing service offerings and expanding market reach.
- Generated revenue for both brands and MyGate clients through strategic marketing initiatives and effective relationship management.
- Conducted walkthrough sessions for clients to familiarize them with new product features and service offerings, enhancing user experience and satisfaction.
- Addressed customer pain points and grievances, ensuring swift resolution of issues in alignment with service level agreements.
- Maintained confidentiality and integrity in all client interactions, fostering a positive and professional environment.
- Sought innovative ideas and insights to enhance customer experience and drive operational improvements.
Brand Manager (Intern)
DLF
03.2019 - 05.2019
- Market Analysis of DLF's footprint in NCR and around
- Competitor Analysis and Gap Analysis for DLF's Real Estate Business
- Organized Promotional Activities like Events and Advertising Campaigns
- Target Audience Development and Enhancement via Events and Ad Campaigns
- Brand Collaboration and Relationship Management (Mercedes Benz, Glen, etc.)
- Reviewed and Enhanced PR Magazines and documents
- Social Media Marketing
Digital Marketer (Intern)
HDFC Bank
06.2017 - 07.2017
- Account Management and Loan Management ‑ New Customer Onboarding, Documentation and Cheque Clearance
- Digital Applications Awareness Development ‑ Mobile Banking, Pay Zapp, Chillr, Smart Buy
Education
MBA - Marketing
ICFAI Business School (IBS)
MumbaiBBA -
Guru Gobind Singh Indraprastha University
DelhiHigher Secondary (12th) - Commerce with Mathematics
N.K. Bagrodia Public School
Secondary School (10th) -
N.K. Bagrodia Public School
Skills
- Strategic and operational leadership
- MIFID II
- Vendor and third-party management
- Trade drafting
- Critical Thinking
- Teamwork
- Customer service management
- Service levels enhancement
- People and performance management
- Risk management and mitigation
- Client and stakeholder management
- Leadership and delegation
- Communication and collaboration
Accomplishments
1. Served as Hospitality Head of E-Cell College Committee in 2019, overseeing event logistics and ensuring smooth guest experiences for various entrepreneurship events.
2. Awarded 1st Runner-Up in Product Design & Market Launch Strategy College Competition (2019) for developing an innovative product concept and go-to-market strategy.
3. Led as Head of Annual Cultural Fest (2018), successfully managing large-scale cultural events and increasing overall participation and engagement. 4. Received a Certificate for Customer Satisfaction Survey at HDFC Bank (2017) for contributions to a successful survey campaign, enhancing customer experience insights.
5. Secured 2nd Runner-Up in Student Extempore Competition (2016) for delivering a well-structured and engaging impromptu speech.
6. Recognized as a Prize Holder in Multiple Inter-College Debate Competitions for strong analytical thinking, argumentation, and public speaking skills.
7. Awarded as a Prize Holder in Multiple Inter-College Dramatics Competitions for outstanding performances in theater and dramatics.
2. Awarded 1st Runner-Up in Product Design & Market Launch Strategy College Competition (2019) for developing an innovative product concept and go-to-market strategy.
3. Led as Head of Annual Cultural Fest (2018), successfully managing large-scale cultural events and increasing overall participation and engagement. 4. Received a Certificate for Customer Satisfaction Survey at HDFC Bank (2017) for contributions to a successful survey campaign, enhancing customer experience insights.
5. Secured 2nd Runner-Up in Student Extempore Competition (2016) for delivering a well-structured and engaging impromptu speech.
6. Recognized as a Prize Holder in Multiple Inter-College Debate Competitions for strong analytical thinking, argumentation, and public speaking skills.
7. Awarded as a Prize Holder in Multiple Inter-College Dramatics Competitions for outstanding performances in theater and dramatics.
Timeline
Research Operations Manager
Barclays
09.2023 - 08.2025
Trade Lifecycle Analyst - Corporate & Investment
JP Morgan Chase & Co.
09.2021 - 09.2023
Relationship Manager
MyGate
01.2020 - 09.2021
Brand Manager (Intern)
DLF
03.2019 - 05.2019
Digital Marketer (Intern)
HDFC Bank
06.2017 - 07.2017
MBA - Marketing
ICFAI Business School (IBS)
BBA -
Guru Gobind Singh Indraprastha University
Higher Secondary (12th) - Commerce with Mathematics
N.K. Bagrodia Public School
Secondary School (10th) -
N.K. Bagrodia Public School