Summary
Overview
Work History
Education
Skills
Operational Projects
Certification
Timeline
Generic

Rajan Chettri

Noida

Summary

Self-motivated, personable professional seeks position as Operations Sr. Manager to grow client base by utilizing exceptional knowledge of financial management, strategic initiatives, customer relations, and leadership techniques.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Retail Ops Manager

Fidelity International
04.2020 - Current
  • Building & leading a team of executives responsible for placing mutual fund investment deals/transactions and portfolio management of UK, European clients
  • Maintain Service Level, Quality, Attrition, Shrinkage & other KRAs
  • Create healthy work atmosphere
  • Ensure required efficiency, utilization, productivity and other operational KPIs
  • Daily/Weekly/Monthly MI reporting
  • Provide direction, supervision, and support to the team & ensure resolution to their daily problems
  • Coach and help develop team members in accordance with the company and individual goals
  • Plan and execute R&R and recreational activities for the process
  • Active participation in various periodical business meetings and reviews
  • Identify opportunities for improvement & bottlenecks through regular analysis
  • Conduct one-to-ones and yearly appraisals
  • Owing business documents as SOP, and Process Map etc.
  • Identified opportunities for process automation, leading to increased efficiency and reduced manual workload for staff members.
  • Enhanced employee performance with focused training programs, coaching, and mentoring initiatives.
  • Cultivated a positive work environment through open communication channels, encouraging collaboration, and fostering a culture of continuous improvement.
  • Boosted operational efficiency by implementing cost-effective strategies and streamlining processes.
  • Collaborated with human resources to recruit top talent in alignment with organizational needs, contributing to a skilled workforce capable of driving company success.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.

Assistant Manager - Retail Ops

Fidelity
03.2016 - 03.2020
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.
  • Facilitated clear communication between employees and upper management through regular meetings and updates.

Assistant Manager of Operations

Genpact
09.2015 - 02.2016

Team Leader

Genpact
09.2013 - 08.2015

I was working for the one of the big four bank of the Canada. The operation team was responsible to resolve the query raised by client through phone channel.

There were multiple queues with different SLA depending upon the criticality and severity of the request.

In all of the queues, the team was responsible for the investigation by accessing client account, approaching the vendor like Ironmonkey, Smycor or the bank branch retrieve the resolution for the end customer.

Education

Bachelor of Commerce -

Hemwati Nandan Bahuguna Garhwal University
01.2008

Skills

  • Process Optimization and Efficiency
  • Leadership and People Management
  • Strategic Planning and Execution
  • Communication and Interpersonal Skills
  • Change Management
  • Technology Integration and Automation
  • Team Leadership and Development
  • Cross-Functional Collaboration
  • Risk Management

Operational Projects

Quality Control to Quality Assurance, In this project, I have changed the legacy approach of retail operation by moving every team from 100% verification to a sampling strategy. The project was on the table for 10 months wherein I was coordinating with every line manager for swift migration to sampling and simultaneously I was working with the PSO team to create a randomizer rule in the Xtrac. By the end of the project, approximately 72% volume of retail ops was under sampling, and the business saved 13 FTEs. 


Green Belt Project, Green belt project delivered in the month of Apr’2024 wherein the business saved .70 FTE. 


Merger - 1. In 2022, I Merged two distinct operational teams to (a) broaden the domain expertise of each team member by offering them the chance to acquire new knowledge. (b) Improve the customer experience by streamlining the flow of instructions. (c) Gained operational efficiency.


NIGO Reduction Project, NIGO stands for 'Not in Good Order' so whenever Ops identifies any issue with the instruction sent by the client via post, the Ops team sends the case to another team that is responsible for arranging client communication to retrieve the missing info so that Ops can proceed with instruction. I have observed a good amount of volume going to the NIGO team for client communication which led to delays in client resolution and rework for both the teams which forced me to initiate a project to quantify the problem statement and what I can do to improve the process. Under this project, 16 changes were made to process and FIL applications to eliminate the intervention of the NIGO team and to complement the 'One and Done' approach. Apart from enhancing the client experience, the team gained the ~.6 FTE efficiency 


Stock Transfer Lean Review, Stock Transfer was a process wherein the team was moving the assets (mutual funds) partially or fully from one account to another. Due to the involvement of two different parties i.e. Transferor and transferee', it became one of the most complex and lengthy processes which is completely manual in nature. STF was contributing the most of the errors, complaints, and other quality metrics hence I decided to review the STF application thoroughly to ease the life of the client & Ops. Under this project, I excluded 36 details that were irrelevant for STF, and the 7 page FIL form was reduced to 3 page application which not only eliminated the opportunity of making errors by 30% but also saved 50 hours/month for Ops

Certification

  • Green Belt Certification
  • CISI Level 3 Certificate in Investment Operations. CISI (The Chartered Institute for Severities & Investment)

Timeline

Retail Ops Manager

Fidelity International
04.2020 - Current

Assistant Manager - Retail Ops

Fidelity
03.2016 - 03.2020

Assistant Manager of Operations

Genpact
09.2015 - 02.2016

Team Leader

Genpact
09.2013 - 08.2015

Bachelor of Commerce -

Hemwati Nandan Bahuguna Garhwal University
  • Green Belt Certification
  • CISI Level 3 Certificate in Investment Operations. CISI (The Chartered Institute for Severities & Investment)
Rajan Chettri