Verified
This profile is verified using an email address.
Akhil Mehrotra
New Delhi
Summary
Enterprise Operations & Transformation leader focused on delivery adherence, performance management, and operational excellence. 20+ years’ experience in banking/consulting operations, risk and control frameworks, and contract operations—translating business priorities into scalable workflows, tool‑enabled automation, and control mechanisms that improve execution discipline, reduce operational risk, and elevate productivity
Overview
21
21
years of professional experience
Work History
Senior Business Operations Manager
IBM India Pvt. Ltd.
Indri, HR
11.2012 - Current
- Handling Business Transformation services growth platform EMEA.
- Supporting COG Europe IMTs France/ Italy and Germany and Sector COMM.
- As Manager operations for a growth platform handle IMTs UKI, France, Italy and DACH and additionally a Service Line Customer transformation (EMEA).
- Coordinate daily workload, process timely and accurately routine administrative/accounting transactions, and all related tasks.
- Ensure the delivery of a high quality product reporting etc. Recommend improvements to existing procedures & processes.
- My work includes pre contract management, forecasting on different projects, contract follow up, analysing different projects, control negative GP, check for Gross Profit, GP leakage, and creation and follow up of Pre Contract Work and non-billable codes.
- Contract Management - Calculation and follow up of Actual Cost and Revenue of Pre Contract work and actual contract.
- Weekly check of the GP, expenses and claiming.
- Keep a check of PCW approvals, pending claims, B&P, codes generation etc. from weekly reports.
- Tracking of expired / expiring codes and report weekly to IMTs/Sectors leaders and partners.
- Provide report, support and presentations to IMTs / sectors as per the exclusivity provided by IBM on daily, weekly , monthly and quarterly basis.
- Conduct timely training and information sessions to IMTs and sectors about changes in pre contract work procedures and policies.
- Started providing support to CEEMA for PCW solutions approval procedures cost and revenue suggestions.
Supervising Analyst
Ernst & Young Global
06.2011 - 05.2012
- Manage a team of 7 Analysts & conduct their half yearly/ yearly appraisals.
- Ensured staffing levels and skill sets meet business requirements and executed solutions as necessary.
- Managing absenteeism & attrition.
- Reviewing project performance and progress with the managers.
- Maintain the leave planner and production report for the process.
- Provide timely and constructive performance feedback to lay out a career path for them.
- Maintain rigorous focus on key requirements of firm and regulators, perform in-depth research on client/counterpart for various Due Diligence purpose to ensure Quality and mitigate risk in any new engagement.
- Verify the checks Perform by Analysts for Due Diligence (Valuation, Buy side, sell side etc.) by checking information, Risk assessment, Data verification etc. With the help of certain tools/databases (PEP List, Sanction List, D&B, Factiva, Blacklist, Special procedure, one source etc.) and country specific lists such as Legal proceeding list.
- Give client acceptance approvals to the engagement teams across Global EY firms after verifying the client acceptance AML and KYC supportive documents.
- Perform initial review of submissions from client and engagement teams and evaluates completeness, accuracy and appropriateness of proposed Due diligence transaction/ project.
- Manage Conflict of Interest amongst Global Ernst & Young firms.
- Act as a liaison between the client teams, other members of the Quality & risk management teams and various functional areas within the firm.
- Take judgement decisions to initial consultations and submission review and rapidly develop understanding.
- Global shared services
Team Leader SME
Xchanging Technologies
04.2007 - 06.2011
- Team handling of 11 FTs (Trade Processing team) work for Deutsche and Citi Bank clients which also includes conducting their half yearly/ yearly appraisals.
- Verification of AML/ KYC documents for any new client/ other party before receives/ transfer securities from/ to the account. (Majorly for Germany and USA clients).
- Monitoring of high value transactions by entity/ individual to fulfil AML procedures.
- Perform a BR (Business Review) on non USA Company/ individual from Agent/ Supervisor level in case security is getting transferred or receiving from a defined list of countries to a USA client in order to fulfil compliance requirements.
- Ensure that AML document verification is properly followed for USA transactions.
- Process involved settling offline trades of securities for Deutsche Bank and Citibank, using Straight through Processing (STP), working on SWIFT messages.
- Handling escalations of stock movements, settlement, rejections, corrections and reconciliation of trades.
- Monitoring work queues and to re-prioritize them.
- Preparing Volume Projection (VP) reports, Key Performance Indicator (KPIs) Reports, Weekly Performance Reports (WPRs), FMEA and Service Review Packs (SRPs) based upon statistical requirements.
- All Team performance related reports (Error analysis, PMS, MIS,KPI & CAPA).
- Leading NCFM certification and Green Belt project for two processes.
- In new role of Team Leader SME taking care of quality and implementing appropriate changes in existing and new processes with the regular interaction with clients and management.
- Within a short period of 6 months helped two processes to be transitioned and established well in India (Including Ramp-Off and Live).
- Promoted in just 10 months of joining and got three positions in 50 months tenure.
- Implemented Automated Work Flow Support in most of the processes which was not started earlier.
- Helped all floor members to complete NCFM certification on time.
Fidelity Investments Business Services India
01.2005 - 04.2007
- Worked for UK based Customers & Brokers.
- All trade (Commission & Charge) related queries.
- All team performance related reports (Error, Project, Stats, KPI etc).
- Maintenance related queries (Letter writing to Brokers & Clients).
- Operate ISC Mumbai (AMC) for 3 months also worked in Delhi ISC.
- After just six months of joining won 2 awards for best efforts to achieve team targets and client handling.
- Had been awarded twice for valuable contribution in the year 05 & 06.
- Visited twice to Mumbai and Chennai ISCs for training and to get hands off knowledge of Fidelity AMCs.
Education
B.A. (Hons.) - undefined
Mumbai Vidyapeeth
Class XII - commerce
C.B.S.E.
Skills
- Assessing operational risk
- Effectuating risk policies
- Implementing mechanisms to mitigate risk
- Executing support implementation of operational risk and Control Tools
- Pre contract solutions
- Quality risk Management
Accomplishments
- Implemented automated workflows for pre‑contract operations, enabling effective sales support across multiple GEOs and improving delivery adherence.
- Developed a Cognos‑based reporting solution, migrating Excel and PowerPoint reports into a centralized platform, resulting in significant productivity gains and improved data accuracy.
- Led capability‑building initiatives, supporting team members in completing NCFM and Six Sigma Yellow Belt certifications.
- Recognized with a Client Advocacy Award for designing and delivering multiple tools that met client requirements efficiently and effectively.
Languages
English
Hindi
Personal Information
Father's Name: Mr. H.N. Mehrotra
Organisational Experience
IBM India Pvt. Ltd. | Business Operations Manager | Nov 2012 – Present
- Led EMEA Growth Platform operations across UKI, France, Italy, Germany, and DACH, driving business transformation, delivery adherence, pre‑contract management, forecasting, contract cost/revenue tracking, GP control, compliance reporting, and stakeholder enablement through structured governance, reporting excellence, and process standardization.
- Managed and developed a 7‑member analyst team, ensuring optimal staffing and skill alignment, overseeing production and capacity planning, maintaining performance governance, and delivering timely, structured performance feedback and appraisals to meet business SLAs.
- Led an 11‑member trade processing team, overseeing AML/KYC verification, high‑value transaction monitoring, volume forecasting, KPI reporting, and risk controls, ensuring regulatory compliance and operational efficiency.
- Supported UK‑based customers and brokers, managing trade‑related commission and charge queries while delivering team performance reporting and operational support aligned to service quality and accuracy standards.
Leadership
Enterprising leader who has effectively contributed to enhance organisational processes through initiatives geared towards lowering risk, heightening productivity & improving internal controls.
Timeline
Senior Business Operations Manager
IBM India Pvt. Ltd.
11.2012 - Current
Supervising Analyst
Ernst & Young Global
06.2011 - 05.2012
Team Leader SME
Xchanging Technologies
04.2007 - 06.2011
Fidelity Investments Business Services India
01.2005 - 04.2007
B.A. (Hons.) - undefined
Mumbai Vidyapeeth
Class XII - commerce
C.B.S.E.