Ashima Bhatia
Process Lead
Summary
Dynamic and detail-oriented professional with over 18 years of experience in Quality Process Management, Continuous Process Improvement, Project Delivery, Compliance and Risk Management, Business Operations, Training and Development, Fund Dealing, and Corporate Actions. Demonstrated success in delivering high-impact results through the implementation of quality management systems and leading cross-functional teams to achieve excellence. Committed to developing strategic process solutions that ensure the integrity of financial operations while aligning with ethical practices.
Overview
19
19
years of professional experience
Work History
Process Lead
Fidelity International
12.2020 - 10.2024
- Successfully Transitioned various Multinational projects with a success rate of A+ from UK to India expanding my expertise in managing teams.
- Conducted root cause analysis, facilitating prompt resolutions to process-related issues that enhanced overall customer satisfaction.
- Lead the design and implementation of new business processes or improvements to existing processes to achieve operational excellence.
- Develop and maintain process documentation, including process maps, procedures and guidelines and ensure the processes are aligned with the organizational goals, objectives and regulatory requirements.
- Identifying the areas requiring process improvement and develop plans to address these opportunities for increased efficiency.
- Collaborating with vendors and stakeholders to identify process requirements and develop process solutions and ensure successful implementation of processes.
- Delivered quality assurance by enforcing strict adherence to established guidelines and conducting regular inspections of final products.
- Developed multiple reports and dashboards at department level to support data management and eliminate the use of multiple excel sheets and emails. Additionally, built power automation to enable functionalities like automated notifications triggered to other teams.
- Facilitated monthly Kaizen events, encouraging employees within department to bring in ideas. Conducted meetings at the global level to appreciate the success stories, publish the MI and share best practices among the team.
- Handled mailbox and hotline queries received from across the business.
- Complied reports on volume trends, headcount, team challenges and team performance data into concise and attractive visualization.
- Led and managed the team, by setting individual goals and objectives and monitored and improved service quality in line with organizational standard.
Process Trainer
Fidelity International
10.2017 - 12.2020
- Developed and delivered high standard training programs on processes and procedures to enhance team efficiency and productivity.
- Conducted engaging workshops and training sessions by incorporating real-world examples and case studies into the curriculum.
- Created training materials, including manuals, to support ongoing learning initiates.
- Evaluated training effectiveness through assessments and feedback, making improvements to content and delivery methods.
- Collaborated with cross-functional teams to ensure alignment of training programs with organizational goals.
- Conducted regular assessments to ensure the employees are updated and following the standard process.
- Mentored new trainers and provided guidance on best practices in training and process improvement.
- Maintained updated knowledge of industry trends to continuously enhance training offerings.
- Hands on experience of financial product and services like World Check, Sonata, SID (Streamlined Interactive Desktop), GBG, Excel (VBA's and Macros) , Price Bucket and PowerBi for dashboards.
Quality Assurance Analyst
Fidelity International
12.2014 - 10.2017
- Played key role in successful launch of multiple high-stakes projects by prioritizing critical test areas and resource allocation.
- Developed and executed comprehensive test plans, test cases, and test scripts to ensure software quality.
- Conducted functional, regression, performance, and user acceptance testing to identify defects and ensure adherence to quality standards.
- Collaborated with cross-functional teams to communicate findings and provide recommendations for improvements.
- Documented and track defects using issue tracking systems (e.g. JIRA), ensuring timely resolution and retesting of reported issues.
- Participated in design discussions to provide quality insights and ensure best practices.
- Created and maintained detailed documentation of test procedures and results for ongoing process improvement
- Optimized user experience by conducting usability tests and providing actionable feedback to development team.
Process Specialist
Fidelity International
12.2011 - 12.2014
- Conducted regular process reviews, identifying inefficiencies and implementing improvements that led to increased productivity and cost savings.
- Optimized process efficiency by identifying bottlenecks and implementing improvements in workflows.
- Served as a subject matter expert for process-related inquiries, providing guidance to colleagues when needed.
- Managed multiple projects simultaneously under tight deadlines while maintaining a strong focus on quality outcomes.
- Conducted regular audits of processes, identifying areas for improvement and recommending corrective actions.
- Streamlined communication within the team, leading to better project coordination and timely completion of tasks.
- Reduced production downtime by maintaining equipment and troubleshooting issues proactively.
- Provided technical support during process upgrades or equipment installations, ensuring minimal disruption to operations.
- Identified and resolved process issues to drive optimal workflow and business growth.
Associate /Senior Associate
Fidelity International
03.2006 - 12.2011
- Trained and supported new team members, maintaining culture of collaboration.
- Mentored junior associates, fostering professional growth and helping them reach their full potential.
- Consistently maintained strong relationships with other team members, ensuring clear communication and timely updates on processes.
- Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
- Developed and implemented strategies to increase customer satisfaction and engagement.
Education
BCA - Computer And Information Systems
RKCSM
Bhopal, India 04.2001 -
MBA - Finance
ICFAI University
New Delhi, India 04.2001 -
Skills
Lean six sigma
Honor Awards
Award- Making a Difference
Driving automation of letters to be available on thunderhead
Savings: 2.5 FTEs
Award- Lead by Example
For managing the team and successfully completed the AML project before SLA
Award- Star Performer
For successfully carried out various multinational transition processes
Achievements in Automation
- Automation of Letters - Automated the customer letters by developing a template in thunderhead tool.
Saving to business-2.5 FTEs
- Trained in Yellow Belt- Automation of manual fund details. Optimized the manual intervention of keying in details by interlinking the various jobs.
Saving to business- Time reduction from 30 to 5 mins
- Successfully implemented the Control Report for Retail world for both India & UK resulting in improved efficiency by 40% through lean principles
- Achieved significant cost savings and efficiency gains through process optimization which reduced the SLA's from 48 hours to 36 hours
- Leading the employee engagement committee which helped to improve the overall score for our operation area from 78% to 94%
Certifications & Trainings
- Lean Six Sigma
- Yellow Belt
- PowerBi
- Time Management
Timeline
Process Lead
Fidelity International
12.2020 - 10.2024
Process Trainer
Fidelity International
10.2017 - 12.2020
Quality Assurance Analyst
Fidelity International
12.2014 - 10.2017
Process Specialist
Fidelity International
12.2011 - 12.2014
Associate /Senior Associate
Fidelity International
03.2006 - 12.2011
BCA - Computer And Information Systems
RKCSM
04.2001 -
MBA - Finance
ICFAI University
04.2001 -
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