SANAT JENA
Faridabad
Summary
With over 16 Years of experience as Senior Banking & Financial Services Operations leader in global delivery experience across backend operations, client lifecycle management, compliance, and process transformation, Strategic Initiatives, Vendor Management. Proven track record in leading 1000+ FTE operations, ensuring SLA adherence, and driving automation-led efficiency. Adept at managing P&L levers, cost optimization (LLR equivalent), and regulatory compliance across BFSI, with strong exposure to global clients including US-based portfolios. Skilled in transformation programs, risk governance, reconciliations, and client onboarding with a focus on building scalable, compliant, and efficient operations. Recognized for mentoring mid-management leaders, developing succession pipelines, and fostering a culture of accountability and high performance. Now seeking to leverage large-scale ops leadership, compliance governance, and client delivery expertise to lead Healthcare Backend Operations at R1 RCM as Senior Director - Operations
Overview
20
20
years of professional experience
1
1
Certification
Work History
Chief Manager
Bajaj Capital
12.2024 - 05.2025
- Led a team of 300 operations analysts, delivering end-to-end settlements of equities, bonds, and fixed-income securities, achieving 98% STP accuracy across 15,000+ monthly trades..
- Increased the backend process capabilities by adding 3 more service lines such as Global health insurance, Real Estate funds & Life Insurance
- Optimised trade desk partnership, Vendors for cost efficiency and control.
- Ensured adherence to SEC/FINRA guidelines and internal compliance standards.
Assistant Vice President
Yes Bank
10.2023 - 11.2024
- Directed a 20-member operations team handling trade processing for HNIs, PMS, and corporate portfolios, ensuring zero settlement failures across $50M+ monthly trades.
- Spearheaded onboarding of 500+ clients (Resident Indian, NRI, and US-based) onto exchange platforms, reducing onboarding turnaround by 20% through automation of KYC validation.
- Implemented back-office system upgrades (Indelax & TechExcel) with full-cycle UAT ownership, enabling faster and more accurate client onboarding resulting in cost reduction by roughly 10 %
- Coordinated activities between departments to maximize efficiency of resources.
- Liaised with leadership teams to drive initiatives and contributed to weekly policy change meetings.
- Performed research into new technologies that could benefit the company's operations.
- Prepared reports outlining progress on projects, budgets, staffing needs.
Chief Manager – Global Ops
IndusInd Bank
03.2022 - 10.2023
- Facilitated electronic trade confirmations for institutional clients, improving accuracy and client transparency by 25%.
- Standardized settlement processes to reduce exceptions by 25%, enhancing operational efficiency.
- Collaborated with overseas offices (Singapore, New York, Hong Kong) to resolve cross-border operational issues and improve global delivery governance.
- Led Customer centric experience metrics for performance evaluation and measurement
- Implemented training programs to improve staff performance and service delivery standards as per company policy.
- As part Strategy team, oversaw key projects aimed at reducing and optimizing costs, customer experience and digital transformation
Manager – NRI & Affluent Business
Axis Bank
07.2018 - 03.2022
- Worked closely with CEO office to identify key areas of improvement to increase profitability of resources and portfolio. Expansion of portfolio by 5 % every quarter.
- Worked closely with Finance & cost centres to map resource wise productivity. This resulted in optimized resource allocation and cost reduction
- Managed a portfolio of 300+ NRI clients (including US-based), executing portfolio recommendations and trade deals worth $20M+.
- Ensured FTR in compliance with KYC/AML guidelines across onboarding and servicing processes for 91 % of the branches through automation of KYC process.
Manager – Retail Banking Ops
HDFC Bank
08.2016 - 12.2017
- Led a team of 30 executives and oversaw daily processing of 10,000+ credit card transactions, refunds, and short-term loans with strict SLA adherence
- Resolved client issues on billing, payments, and disputes, maintaining customer satisfaction at 95%+ levels.
- Generated trend reports on credit card activities, delivering insights for operational efficiency and risk control.
Deputy Manager – Retail Ops Transformation
ICICI Bank
09.2012 - 09.2015
- Led a cross-functional project team of 15 to redesign account opening workflows, reducing turnaround from 7 to 3 days (60% improvement).
- Championed Six Sigma Green Belt initiative, reducing NFTR from 70% to 15% and improving first-time-right account opening compliance.
- Partnered with compliance and risk units to embed KYC/AML controls within DVU, strengthening operational governance.
Assistant Manager – Operations
GVK Bio
03.2010 - 08.2012
- Part of Strategic business unit responsible for New business development & Sales strategy implementation.
- Handled projects of Global Pharma company viz.Pfizer, DuPont, Johnson & Johnson, Tavi, etc.
- Liason with various stakeholders to ensure Project deadlines are met.
- Oversee and implement planning to improve quality of Quotations, RFQs & RFPs to enable frond end sales for business acquisition.
- Part of core ERP implementation team to implement MS Dynamics.
- Oversee production scheduling and planning to ensure timely delivery of projects.
- Ensuring end to end project delivery with complete compliance to SLAs.
Assistant Manager – QA
BALCO
11.2005 - 04.2008
- Led many process improvement initiatives to meet global quality standards.
- Six Sigma Team member to enhance Vanadium extraction. Received CEO award.
Education
PGDBM (MBA) - Marketing & Operations
ICFAI Business School
Hyderabad01.2010
B.E. - Chemical Engineering
BPUT
01.2005
High School Diploma -
Saint Paul’s School
Rourkela05-2000
10th -
Saint Paul’s School
Skills
- Backend Operations Leadership
- SLA & Client Delivery Governance
- P&L Management
- Cost optimization
- Strategic Initiatives
- Risk & Compliance
- Process Transformation & Automation
- Global Delivery & Stakeholder Management
- Leadership Development & Succession Planning
- Continuous Improvement
- Lean Six Sigma Practices
- Excel
- Power BI
- SQL
- Python
Certification
- CBAP (IIBF)
- Six Sigma Green Belt
- SQL
- Python
- Power BI
Professional Headline
Senior Operations Leader | BFSI & Global Delivery | Client Lifecycle, Compliance & Transformation | Large-Scale Team & P&L Management| CRM| Revenue Cycle Management| Stakeholder Management| Strategic Initiatives| Vendor Management
Timeline
Chief Manager
Bajaj Capital
12.2024 - 05.2025
Assistant Vice President
Yes Bank
10.2023 - 11.2024
Chief Manager – Global Ops
IndusInd Bank
03.2022 - 10.2023
Manager – NRI & Affluent Business
Axis Bank
07.2018 - 03.2022
Manager – Retail Banking Ops
HDFC Bank
08.2016 - 12.2017
Deputy Manager – Retail Ops Transformation
ICICI Bank
09.2012 - 09.2015
Assistant Manager – Operations
GVK Bio
03.2010 - 08.2012
Assistant Manager – QA
BALCO
11.2005 - 04.2008
PGDBM (MBA) - Marketing & Operations
ICFAI Business School
B.E. - Chemical Engineering
BPUT
High School Diploma -
Saint Paul’s School
10th -
Saint Paul’s School
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