Priya Bhardwaj
Gurugram
Summary
A results-driven financial professional with over 8+ years of experience in Financial Planning & Analysis, Customer Relationship Management, and Technical Support. Currently serving as Financial Planning Lead at Ameriprise India Private Limited. Skilled in advising high net-worth clients, analysing complex financial data, and delivering actionable insights for strategic decisions. Strong understanding of US Taxation, qualified retirement plans, and CRM systems. Adept at leading cross-functional teams, streamlining processes, and delivering high-impact financial strategies. Proven ability to build trusted relationships and drive operational excellence.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Planning Lead
Ameriprise Financial Pvt. Ltd.
Gurugram
02.2022 - Current
- Leading a team of financial planning professionals responsible for supporting 40+ U.S.-based financial advisors, managing a portfolio of over 1800 active financial plans.
- Provide strategic direction, daily oversight, and mentorship to the team, ensuring delivery of accurate, high-quality financial plans aligned with clients’ long-term goals and U.S. regulatory standards.
- Drive a high-performance team culture by implementing structured training programs, conducting one-on-one coaching sessions, and fostering continuous learning and professional development.
- Collaborate with advisors and internal stakeholders to streamline onboarding, improve service levels, and customize planning strategies for HNI clients with net worth exceeding $10M.
- Oversee project execution for internal initiatives such as Foundational Advice rollout, resulting in increased advisor engagement and a 20% growth in comprehensive advice delivery.
- Monitor key performance indicators (KPIs), productivity, turnaround time, and quality benchmarks to ensure sustained operational excellence.
- Conduct performance reviews, skill assessments, and development plans for team members, resulting in measurable improvements in accuracy, client satisfaction, and employee retention.
- Lead cross-functional collaboration with compliance, analytics, and quality teams to ensure end-to-end alignment and integration of new processes and regulatory updates.
- Serve as an escalation point for complex financial planning cases, providing guidance on tax optimization, insurance strategies, retirement products (IRA, 401(k)), and estate planning solutions.
- Represent the planning team in leadership meetings, contributing to business strategy discussions and aligning departmental performance with organizational objectives.
Senior Financial Planning Analyst
Ameriprise Financial Pvt. Ltd.
Gurugram
08.2018 - 02.2022
- Acted as subject matter expert in complex strategies: Insurance planning, ROTH conversions, IRA distributions, debt restructuring, and mortgage refinancing.
- Provided U.S. tax-compliant investment advice with in-depth understanding of annuities, 401(k), and IRS-qualified plans.
- Developed client retirement illustrations and risk assessments to inform high-stakes investment decisions.
- Supported advisor onboarding and retention by customizing planning solutions to fit varied client needs.
- Played a key role in quality improvement initiatives, reducing special errors by 50% through audits and feedback systems.
Financial Planning Analyst
Ameriprise Financial Pvt. Ltd.
Gurugram
09.2016 - 08.2018
- Facilitated end-to-end preparation of financial plans in alignment with client goals and tax efficiency.
- Tracked advisor SLAs and managed team-level WIP (Work in Progress) to meet internal turnaround benchmarks.
- Built foundational knowledge in U.S. tax rules, retirement products, and client financial lifecycle planning.
- Coordinated closely with U.S. advisors on plan requirements, review comments, and follow-up actions.
- Gained hands-on experience with financial planning tools such as NaviPlan and MoneyGuidePro.
Program Coordinator & Assistant Professor
SHD College of Higher Edu. (Affiliated to GGSIPU)
New Delhi
08.2014 - 07.2015
- Delivered lectures on management topics to BBA and B.Com (Hons.) students.
- Coordinated program logistics, prepared reports, and supported accreditation processes.
Accountant
Jolly & Co Chartered Accountants
New Delhi
01.2012 - 06.2014
- Assisted in tax filings, reconciliations, and preparation of financial statements.
- Supported monthly and yearly closings, improved bookkeeping accuracy, and reduced reporting errors.
Education
Executive Program for Young Leaders - General Management
Indian Institute of Management Lucknow (IIML)
01.2021
Master’s in Commerce - International Business, Finance and Marketing
IGNOU
Delhi01.2013
B.Com (Hons.) - Finance and Marketing
Maitreyi College, University of Delhi
Delhi01.2011
Skills
- Strategic Thinking & Problem Solving
- Time Management & Adaptability
- Cross-functional Project Execution
- CRM Platforms: Salesforce, Zendesk, Workday
- Financial Tools: NaviPlan, MoneyGuidePro, Wealth Studio, Confident Retirement
- Analytics: Microsoft Office, Bloomberg, Morningstar, Thomson ONE
Certification
- Certified Financial Planner – CFP – FPSB India, 2016
- Basics of Strategic Management – International Business Management Institute, Berlin, 2020
- U.G.C NET & J.R.F qualified in Commerce – 2012
Languages
Languages: English, Hindi
References
References: Available upon request
Projects
Cross-Functional Team Leadership: Successfully led cross-functional teams in building internal tools and operational workflows, improving departmental productivity by 15%., Process Improvement Projects: Spearheaded quality improvement initiatives that reduced planning errors by over 50%, streamlining document verification and compliance procedures., Stakeholder Engagement: Coordinated with U.S.-based financial advisors and clients to implement process enhancements and increase service satisfaction., Onboarding & Training Programs: Designed and led onboarding for new advisors and associates, ensuring compliance with internal SLAs and financial planning standards., Operational Efficiency: Managed the transition and execution of the Foundational Advice model, resulting in a $250,000 revenue increase in the first 6 months and a 20% rise in comprehensive financial planning engagements., Analytical Project Oversight: Conducted deep-dive analysis into financial and operational data to support ongoing project health reviews, impact assessments, and process recalibrations.
Timeline
Financial Planning Lead
Ameriprise Financial Pvt. Ltd.
02.2022 - Current
Senior Financial Planning Analyst
Ameriprise Financial Pvt. Ltd.
08.2018 - 02.2022
Financial Planning Analyst
Ameriprise Financial Pvt. Ltd.
09.2016 - 08.2018
Program Coordinator & Assistant Professor
SHD College of Higher Edu. (Affiliated to GGSIPU)
08.2014 - 07.2015
Accountant
Jolly & Co Chartered Accountants
01.2012 - 06.2014
Executive Program for Young Leaders - General Management
Indian Institute of Management Lucknow (IIML)
Master’s in Commerce - International Business, Finance and Marketing
IGNOU
B.Com (Hons.) - Finance and Marketing
Maitreyi College, University of Delhi
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