Fidelity Wealthscape
NIKHIL GUPTA
Business Operations Associate
Summary
Dependable and detail-oriented team player with 6+ years of experience in operations and process improvement. Proven track record of meeting daily targets and handle multiple projects with high accuracy and efficiency. Possesses excellent organizational, problem-solving, and communication skills.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
OPERATIONS ASSOCIATE
FLYHOMES
Noida
05.2022 - 06.2023
- Successfully validated and managed essential documents for smooth home purchase and sale transactions
- Led end-to-end operations for client contracts, organizing collaboration be- tween clients, agents, and escrow officers
- Initiated innovative project management strategies and conducted post-mutual/close audits across multiple markets
- Proactively identified, escalated, and resolved key risk items, ensuring timely risk mitigation
- Put together information flow among agents and various stakeholders, maintaining accurate information
- Demonstrated precise analysis of loan documents including Title Report
- Appraisal Report, and Purchase Contracts
- Cross-trained in Cash Management transactions, ensuring a flexible skill set
- Initiated and organized team-building activities, encouraging a balanced and motivated team environment.
ASSOCIATE
INCEDO INC
Gurugram
01.2020 - 05.2022
- Coordinated setup of Marketable securities (CUSIPs) on APL & TNET plat- forms
- Executed Transfer In-Kind for custodians including Fidelity, TD Ameritrade, and Pershing
- Conducted price comparison using tools such as Fidelity and IDC, compiling exception reports
- Utilized Bloomberg, Fidelity, and other tools to create manual pricing reports
- Ensured quality through meticulous checks and prepared internal marking reports
- Provided expert training and on-floor support to new joiners, contributing to team efficiency.
OPERATIONS AND BUSINESS ANALYST
ROYAL BANK OF SCOTLAND
Gurugram
01.2017 - 11.2019
- Exceeded targets through the application of STAR approach, MBDL, and DTL methodologies
- Prioritized and addressed customer requests, ensuring compliance with SLAs
- Streamlined processes, implementing measures that significantly raised customer satisfaction
- Facilitated payments for customer credit and managed complex projects across multiple processes.
Education
BBA - Business Administration
Vivekananda Institute of Professional Studies, IP
New, Delhi 05.2013 - 06.2016
High School Diploma -
St. Cecilia's Public School
New, Delhi 02.2011 - 04.2013
Skills
Detailed Oriented
Certification
Excel: VLOOKUP and XLOOKUP for Beginners
Accomplishments
- Consistently processed over 30 daily customer transactions with thorough attention to detail at Flyhomes.
- Introduced a process improvement idea at Flyhomes, enhancing efficiency and time management.
- Attained 100% Quality & Productivity scores throughout tenure at Flyhomes.
- Earned Winner and Pat on the Back awards thrice within a year at Incedo for outstanding performance.
- Initiated 2 process improvement ideas at Incedo, resulting in cost savings and operational enhancements.
- Recognized with 3 Spot Ovation awards at RBS for exceptional support, cross-training, and team assistance.
Software
Pershing NetX360
TDA VEO One
Bloomberg
IDC
APL
TNET
BPM
Zendesk
Front
Asana
Slack
Terminal
Blend
Image & Workflow
BackOffice by Java
Vignette Case Manager
Letter Application
Interests
Exploring new destinations through travel
Enjoying the freedom of driving
Embracing various music genres
Unwinding with Netflix
Capturing moments through photography
Volunteer Experience
- Volunteer at AIESEC BALKALAKAAR, New Delhi
06/2014 - 06/2014 - Volunteer at Sustainable Business Practices, New Delhi
03/2015 - 03/2015
Timeline
OPERATIONS ASSOCIATE
FLYHOMES
05.2022 - 06.2023
ASSOCIATE
INCEDO INC
01.2020 - 05.2022
OPERATIONS AND BUSINESS ANALYST
ROYAL BANK OF SCOTLAND
01.2017 - 11.2019
BBA - Business Administration
Vivekananda Institute of Professional Studies, IP
05.2013 - 06.2016
High School Diploma -
St. Cecilia's Public School
02.2011 - 04.2013