Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Rashmi Mehta

Rashmi Mehta

Gurugram

Summary

Accomplished Senior Project Analyst with a proven track record at American Express India Pvt Ltd, specializing in stakeholder management and process improvement solutions. Excelled in designing consumer banking products and leading change management, enhancing customer experience and operational efficiency. Recognized for mentoring teams and driving project success with a keen focus on compliance and risk management.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Project Analyst

American Express India Pvt LTD
02.2024 - Current
  • Provides strong subject matter expertise on products, policies, procedures, and services capabilities for Front Office Banking Servicing Teams.
  • Proactively identifies gaps in customer and CCP servicing experiences (on projects—whether in Concept, Analysis, Design, Test, or Launch phases).
  • Develops effective communications and consults on learning solutions that are tailored to Banking CCPs.
  • Translate strategic initiatives into clear, actionable CHC document updates (policies, procedures, etc.).
  • Supporting banking in their ability to drive performance and focus on operational readiness.
  • Ensures that legal and regulatory controls are central to everything we do when implementing and executing business initiatives.
  • Set up monthly team lead connections, including product and marketing partners, to discuss upcoming projects.
  • Acting as a bridge between productions and various partners to drive change management.
  • Working on tools like Airtable, Tableau, BSP tracker, Speechminor, Nexidia, etc. To collate data related to launched projects, inquiry.

Team Coach US Banking

American Express India Pvt Ltd
01.2022 - 12.2023
  • Process training with the GLKM team for U.S. banking for new hires.
  • Responsible for assisting the new hire batch during training/OJT.
  • Real-time colleague assistance and handling escalations.
  • Coaching and feedback sessions based on data analysis.
  • Maintaining OJT performance data and refresher sessions.

Lead Customer Care Professional | US Banking

American Express India Pvt Ltd
04.2018 - 12.2021
  • Delivered prompt and efficient service, prioritizing customer needs, and enhancing overall satisfaction.
  • Played a key role in the pilot batch for U.S. banking, gaining expertise in multiple banking tools such as FIS, BSP, and CHC Banking.
  • Collaborated with process leaders to improve internal articles and workflows, increasing efficiency and service quality.
  • Generating team reports, and managing monthly trainings and PKT.
  • GBI POD Lead Member and attended focus groups to analyze, test, and share the upcoming changes to the product and process.
  • Team management and the mentor-mentee program are based on data review.

Senior Customer Care Professional

Convergys India Pvt Ltd
08.2016 - 03.2018
  • Delivered exceptional customer service by resolving inquiries and upselling services based on customer needs
  • Provided support for team leadership in the absence of the team leader and assisted with training new hires

Education

Master of Arts - History

Ambedkar University
01.2014

Bachelor of Arts (Honours) - History

Maitreyi College, Delhi University
01.2012

Skills

  • Stakeholder management
  • Project scheduling
  • Project management
  • Requirements gathering
  • Customer experience
  • Operations management
  • Process improvement solutions
  • Training employees
  • Team management
  • Change management

Accomplishments

  • YTD Rockstar 2021 – US Banking, American Express
  • Xfinity Champion 2017, Convergys

Certification

  • Archives Management | National Archives of India
  • Microsoft Excel & PowerPoint | Achievers Technology

Timeline

Senior Project Analyst

American Express India Pvt LTD
02.2024 - Current

Team Coach US Banking

American Express India Pvt Ltd
01.2022 - 12.2023

Lead Customer Care Professional | US Banking

American Express India Pvt Ltd
04.2018 - 12.2021

Senior Customer Care Professional

Convergys India Pvt Ltd
08.2016 - 03.2018

Master of Arts - History

Ambedkar University

Bachelor of Arts (Honours) - History

Maitreyi College, Delhi University
Rashmi Mehta