Neeraj Sharma

• Managed end-to-end Wealth Management/Private Banking operations in SAP and related financial platforms, ensuring accurate processing and timely exception handling across multiple queues to enhance operational effectiveness.
• Generated and maintained daily/weekly/monthly KPI and operations reports in Excel (pivot tables, lookups, dashboards) to track SLAs, aging, throughput, and quality trends.
• Managed review cycles, quality checks, and daily/weekly KPI reporting in Excel to track throughput, accuracy, and operational compliance.Coordinated cross-functional calls to clarify requirements, resolve process ambiguities, and drive timely issue closure; trained/coached new hires to sustain quality and productivity.
• Conducted process and root-cause analysis to identify bottlenecks, collaborating with cross-functional teams to implement solutions that standardised resolutions and improved workflow efficiency.
• Partnered with Private Banking Wealth Management stakeholders to support operational workflows, resolve dependencies, and improve service delivery.
• Resolved account garnishment holds by validating legal/regulatory requirements, verifying customer documentation, and executing compliant account unfreezing actions while maintaining accurate case notes and approvals.Executed corporate tax compliance, regulatory validation, and account garnishment holds in SAP while maintaining strict documentation and audit trails.
• Authored and updated Standard Operating Procedures (SOPs) and process documentation to enhance clarity and consistency in operational processes across shared services workflows.
• Piloted new operational initiatives by testing processes, preparing for rollout, and ensuring adherence to organizational standards.
• Consolidated team queries and operational updates into clear stakeholder summaries via email, aligning owners on actions, timelines, and escalations.

• Identified and resolved customer needs promptly and efficiently.
• Met and exceeded Key Responsibility Areas (KRAs) including daily production targets, accuracy, Average Handle Time (AHT), and login hours.
• Assessed and categorised sponsor products from customer inquiries following SOP guidelines, ensuring accurate and efficient responses.
• Use German language proficiency to assist in multilingual customer support and improve communication with German-speaking clients.
• Continuously update knowledge of new products and Amazon platform changes to improve judgment accuracy and customer satisfaction.
• Collaborated with cross-functional teams to enhance product knowledge and provided feedback for process improvements.
• Led initiatives to improve relevance of sponsored products on Amazon.

Advanced understanding of financial management, business management principles, financial analysis, and their application in diverse business environments