Ashna Chowdhry
Gurugram
Summary
Seasoned Banking and Financial Professional with over 13 years of experience in optimizing operational processes for increased efficiency. Demonstrated success in driving strategic initiatives aligned with organizational goals, while maintaining a strong focus on client and stakeholder relationships. Recognized for fostering collaboration that leads to sustainable success.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Manager
Bank of America
Gurugram
05.2022 - Current
- Executed and managed in-house QA testing for aligned Line of Business, ensuring compliance with regulatory standards.
- Served as Test Owner Representative (TOR) for Oversight tests, managing communication among stakeholders.
- Handled rebuttals on test results, coordinating remediation plans with stakeholders to address identified control failures.
- Developed comprehensive test scripts for newly identified controls, aligning with business objectives and enhancing overall testing effectiveness
- Led end-to-end test migration, ensuring a seamless transition through stakeholder coordination and detailed documentation. Earned recognition for outstanding performance
- Led training sessions for team members on control testing procedures, fostering a culture of compliance and continuous improvement
POD Manager
Better
Gurugram
08.2021 - 05.2022
- Managed day-to-day system support for in-house agents, POD leads, and support teams, resolving all system-related issues
- Performed quality assurance on internal processes to meet compliance standards.
- Led and coached team members to drive productivity and support, while overseeing audits to maintain data integrity
- Collaborated with cross-functional teams to continuously improve processes and tools
Senior Wealth Manager & Client Relations- HNI
Karvy Private Wealth
Jaipur
09.2018 - 07.2020
- Responsible for researching, analyzing, and recommending enhancements to continuously develop and maintain an effective wealth management strategy
- Responsible for client onboarding, managing account escalations, renewals, and client retention throughout the lifecycle
- Ensured adherence to AML policies, KYC checks, and procedures while reviewing investor transactions
- Audited processed work to ensure branch followed policies and procedures and maintained compliance
Branch Operations & Service Manager- HNI
AU Small Finance Bank
Jaipur
05.2017 - 09.2018
- Ensured operational excellence, high-level customer service, and consistent application of bank policies
- Operated the branch while ensuring strict adherence to prescribed processes, audits, and regulatory requirements, including AML and KYC compliance
- Ensured compliance with branch policies and regulatory standards through audits, while managing interactions with external auditors for seamless processes
Retail Operations Manager
Reliance Communications Ltd.
Jaipur
03.2014 - 05.2017
- Responsible for monitoring Cluster Ops KPI for Rajasthan
- Providing strategic support to the Circle Head
- Set and track Sales targets and KPIs
- Responsible for the operations of Company owned stores (Web World)
- Monitoring retail KPI's
- Achieving AOP targets for Voice, Data, Recharges and Devices
Branch Operations & Service Manager- HNI
Axis Bank Ltd.
Jaipur
09.2011 - 03.2014
- Provided financial advice and tailored product solutions aligned with institutional guidelines, industry regulations, and AML/KYC standards
- Managing & maintaining optimal service & efficiency levels for HNI clients
- Maintaining performance oriented systems procedures for executing of banking operations, transaction monitoring & optimizing customer service through outstanding services
- Audited work for policy compliance and managed external auditors
Education
MBA - Finance and Marketing
JECRC School of Management
08.2011
BBA -
International College For Girls
05.2009
Skills
- Effective Team Leadership
- Analytical Decision Making
- Effective Presentation Skills
- Strong Organizational Abilities
- Responsive to New Challenges
- Effective Communication
- Project Oversight
- Logical Reasoning
Certification
NISM and IRDA
Microsoft Office Professional (Excel)
Languages
Hindi
First Language
English
Proficient (C2)
C2
Affiliations
Basketball, Dancing, Music, Poetry, Travelling, Mentoring, Event Management and Photography
Accomplishments
- Recognized with Bronze and Silver awards for exceptional performance at Bank of America.
- Entrusted with a larger team in recognition of outstanding performance at Better
- Consistently earned timely promotions across all organizations
Timeline
Manager
Bank of America
05.2022 - Current
POD Manager
Better
08.2021 - 05.2022
Senior Wealth Manager & Client Relations- HNI
Karvy Private Wealth
09.2018 - 07.2020
Branch Operations & Service Manager- HNI
AU Small Finance Bank
05.2017 - 09.2018
Retail Operations Manager
Reliance Communications Ltd.
03.2014 - 05.2017
Branch Operations & Service Manager- HNI
Axis Bank Ltd.
09.2011 - 03.2014
MBA - Finance and Marketing
JECRC School of Management
BBA -
International College For Girls
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