Shahid Mondal
Mumbai
Summary
Results-driven Sr. Associate with 15 years in Private Banking and Wealth Management. Specializes in project management, stakeholder engagement, and banking operations. Builds and maintains long-term relationships with high-net-worth clients, ensuring trust across complex portfolios. Aligns diverse stakeholders and fosters collaboration to optimize business outcomes.
Overview
20
20
years of professional experience
Work History
Assistant Vice President
JP Morgan Chase & Co
Mumbai
09.2010 - Current
- Spearheading regulatory reporting projects for Hong Kong and Singapore platforms (2026–2027), ensuring compliance with APAC regulatory frameworks.
- Directed cross-functional teams of 20+ professionals across technology, compliance, and operations, achieving seamless collaboration and timely milestone delivery.
- Established governance and risk management frameworks, reducing reporting errors.
- Implemented automation initiatives that cut manual intervention by 50%, improving efficiency and accuracy.
- Delivered structured communication to senior leadership and regulators, strengthening transparency and trust.
- Led and completed Regulatory Reporting Project for Frankfurt Platform (2025), ensuring adherence to BaFin regulatory requirements.
- Delivered project outcomes ahead of schedule and within budget, earning recognition from senior management.
- Partnered with global teams to harmonize reporting standards across jurisdictions, enhancing consistency and compliance.
- Introduced workflow automation that improved reporting turnaround time.
- Cultivated stakeholder relationships with regulators and audit teams, facilitating smooth project sign-off.
- Onboarded UHNW clients with portfolios over $25M, overseeing full account lifecycle from opening to closure.
- Define team goals, conduct monthly 1:1 reviews, and strengthen communication between management and staff.
- Delivered automation projects using UI Path, Signavio, and Alteryx, driving efficiency and reducing risk.
- Acted as a daily liaison with global bankers, investors, and client service partners, ensuring a seamless client experience.
- Reviewed and updated user guides quarterly to maintain compliance, and mitigate risk.
- Partnered with technology teams to streamline processes, achieve FTE savings, and minimize manual intervention.
- Before moving into the asset management platform, I was a financial services advisor for Chase card member inbound services, with an emphasis on excellent customer service and creating great experiences for the customer.
- Making each customer interaction excellent and memorable.
- Being receptive to feedback and working with utmost integrity and honesty towards it.
- Providing customers with financial options in relation to credit cards to help them manage their finances in a better way.
- Cascading process updates within the team to improve performance, and to create a winning culture.
- Project Manager — Regulatory Reporting Asia (2025 – Present)
- Project Manager — Regulatory Reporting EMEA (FRA) (2024 – 2025)
- Associate — Reference Data and Client Onboarding (2012–2024).
- Consumer and Community Banking (Sept. 2010 - Sept. 2012)
Sr. Customer Representative Associate
Epicenter Technologies Pvt. Ltd
Mumbai
09.2005 - 09.2010
- Managed collections for retail credit card portfolios, improving recovery of delinquent accounts in buckets 1–6.
- Negotiated repayment solutions with clients, improving recovery rates, and reducing default exposure.
- Ensured compliance with regulatory and company policies during all client interactions.
- Conducted audits of cease-and-desist accounts, ensuring compliance with legal standards and reducing potential liabilities.
- Identified discrepancies and implemented corrective measures to mitigate risk.
- Partnered with compliance teams to strengthen control frameworks and reporting accuracy.
- Led client engagement initiatives to expand business opportunities for Epicenter.
- Conducted outreach to Fortune 100 and 500 companies, securing new partnerships and revenue streams.
- Developed tailored proposals and presentations for clients, enhancing Epicenter's competitive positioning in the market.
- Collaborated with senior management to design strategies for sustainable business growth.
- Collection Specialist — Retail Credit Cards.
- Auditor — Cease and Desist Accounts.
- Business Development Executive:
- Alliance Data Systems
Education
Bachelor of Commerce - Accounting And Finance
University of Mumbai
Mumbai03-2009
Skills
- Regulatory compliance
- Project management
- Automation implementation
- Client onboarding
- Stakeholder engagement
- Process improvement
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Assistant Vice President
JP Morgan Chase & Co
09.2010 - Current
Sr. Customer Representative Associate
Epicenter Technologies Pvt. Ltd
09.2005 - 09.2010
Bachelor of Commerce - Accounting And Finance
University of Mumbai