Bhavna Bhatia
Mira Road (E)
Summary
Dynamic leader with extensive experience at Wells Fargo Services Ltd, driving Agile project management and risk assessment initiatives. Proven track record in enhancing team efficiency and stakeholder engagement, while mentoring talent and implementing continuous improvement strategies. Skilled in data analysis and fostering collaboration, resulting in significant operational advancements.
Overview
21
21
years of professional experience
Work History
Vice President
Wells Fargo Services Ltd
Bengaluru
06.2023 - Current
- Led Check Modernization project, creating Item Logic Engine and archive retrieval system.
- Facilitated all Scrum ceremonies, ensuring effective daily stand-ups and sprint planning sessions.
- Coached teams on Agile principles, driving improvements in efficiency and effectiveness.
- Eliminated impediments to maintain smooth progress toward sprint objectives.
- Worked closely with Product Owners, Project Managers, UAT, Business to prioritize backlog items and clarify needs.
- Mentored team members, cultivating an environment of continuous learning and improvement.
- Monitored key metrics for reporting, enhancing alignment and transparency.
- Encouraged open communication and collaboration among team members and stakeholders.
Fraud Risk Awareness Manager
Axis Bank
09.2021 - 08.2022
- Managed and documented risk and fraud awareness projects for the Digital Transaction Monitoring Team.
- Coordinated emergency communications from regulatory bodies like RBI, Cyber Security of India, and Ministry of Home Affairs.
- Estimated budgets and volumetrics for campaigns.
- Analyzed competitor campaigns and strategized annual plans for the Audit Committee.
- Mentored and managed AXIS Fraud Awareness interns.
- Coordinated with stakeholders from Marketing, Legal Services, and other departments.
Team Leader
JP Morgan Services Ltd
05.2015 - 05.2019
- Engaged in stakeholder management with Project Managers, Technology, Business Analysts, QA, and Operations leads.
- Assisted in UI and functional testing, including regulatory functions like sanctions.
- Conducted lessons learned sessions post-release to discuss process gaps.
- Organized monthly walkthrough with Operations, QA, Tech, and BAs for test insights.
- Managed environment testing issues, coordinating with Tech teams for resolutions.
- Prepared test plans for release testing.
- Successfully managed critical Sanctions and Business Monitoring Application testing.
- Won the Global Hackathon Competition 2018 (Mumbai winning team) for the E-Netra CSR project.
Line Trainer
JP Morgan Services Ltd
10.2005 - 05.2015
- Designed training programs to enhance team productivity.
- Conducted compliance training on AML, OFAC, and sanctions.
- Monitored performance of new joiners, ensuring process targets were met.
- Facilitated seamless transitions for new joiners.
- Achieved highest trainer score for the process.
Senior Associate
Serco Global Services
10.2005 - 03.2013
- Verified SWIFT messages for payments (MT103, MT010, MT020).
- Booked rates and deals for payments exceeding 25,000 GBP, liaising with offshore dealers.
- Monitored hourly queues and coordinated with onshore teams for high-value transactions.
- Recognized as a Key Contributor for updating Standard Operating Procedures (SOPs).
- Created a contact data system, saving over 1200 hours yearly.
Associate – Expense Management Team
Ocwen Financial Company
11.2004 - 10.2005
- Verified Veteran Affairs US property documents for reimbursement.
Front Desk Officer
MM Travel Agency
04.2004 - 11.2004
- Managed airline ticket bookings and customer interactions.
Education
11.2018
01.2011
B.Com. -
Mumbai University (Mithibai College)
04.2003
Skills
- Agile methodology
- Project management
- Risk assessment
- Data analysis
- Budget management
- Stakeholder engagement
- Team leadership
- Continuous improvement
- Cross-functional collaboration
- Problem solving
- Training and mentoring
- Metrics tracking
Hobbies and Interests
- Travelling
- Cooking
Languages
- English
- Hindi
- Punjabi
Personal Information
- Date of Birth: 04/20/84
- Nationality: Indian
Timeline
Vice President
Wells Fargo Services Ltd
06.2023 - Current
Fraud Risk Awareness Manager
Axis Bank
09.2021 - 08.2022
Team Leader
JP Morgan Services Ltd
05.2015 - 05.2019
Line Trainer
JP Morgan Services Ltd
10.2005 - 05.2015
Senior Associate
Serco Global Services
10.2005 - 03.2013
Associate – Expense Management Team
Ocwen Financial Company
11.2004 - 10.2005
Front Desk Officer
MM Travel Agency
04.2004 - 11.2004
B.Com. -
Mumbai University (Mithibai College)
Similar Profiles
Drew Roebuck IIDrew Roebuck II
Business Execution Senior Manager at Wells Fargo Client OnboardingBusiness Execution Senior Manager at Wells Fargo Client Onboarding
CYNTHIA CONTANTCYNTHIA CONTANT
Customer Service Specialist II at Wells Fargo Dealer ServicesCustomer Service Specialist II at Wells Fargo Dealer Services
Tanya S. CastellanosTanya S. Castellanos
Senior Financial Advisor at Wells Fargo Clearing ServicesSenior Financial Advisor at Wells Fargo Clearing Services
Shubhasis BanerjeeShubhasis Banerjee
Manager (TATA Head Office) - Claims at TATA AIA LIFE INSURANCEManager (TATA Head Office) - Claims at TATA AIA LIFE INSURANCE
Sneha PatilSneha Patil
Sales and Operation Manager at Cover The WorldSales and Operation Manager at Cover The World