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SHAIFALLY BHARDWAJ
Greater Noida West
Summary
Results-oriented Assistant Manager skilled in team leadership and project management. Expertise in driving efficiency and productivity while enhancing customer satisfaction. Strong interpersonal and problem-solving capabilities support effective decision-making and contribute to overall business success.
Overview
1
1
Certificate
13
13
years of professional experience
Work History
Assistant Manager
Fidelity International
04.2025 - 04.2026
- Directed a team of 15 professionals, guaranteeing smooth operations and consistent service delivery compliance.
- Offered essential operational support to bereavement hub during maternity leave, ensuring minimal disruption for clients.
- Executed team restructuring by forming three cross-functional units, reinforcing governance without negative staff consequences.
- Managed enlarged team of 22 members temporarily during restructuring initiatives while preserving delivery stability.
- Monitored performance using dashboards and regular reviews, applying timely corrections to drive improvements.
- Championed continuous improvement initiatives leading to significant quality enhancements across services.
- Maintained full compliance with internal policies and external regulations regarding operational controls.
- Assisted in the rollout of new case management system while integrating Generative AI technology into client interactions.
Team Lead
Fidelity International
Gurugram
08.2022 - 03.2025
- Directed daily operations encompassing task allocation, workload balancing, and performance monitoring strategies.
- Mentored new joiners while facilitating knowledge-sharing sessions to enhance team capability.
- Improved team progression flow by 33%, promoting four grade 3 members within six months to boost morale.
- Led successful transition of three to four critical tasks from UK to India with zero service level disruptions.
- Managed training documentation and stabilization during various process transitions and migrations post-go-live.
- Implemented process improvements based on insights from Medallia customer feedback reviews.
- Received recognition for outstanding quality standards, productivity levels, and team engagement efforts.
- Effectively coordinated project timelines while providing regular updates to stakeholders.
Process Specialist
Fidelity International
07.2019 - 08.2022
- Ensured end-to-end stabilization by facilitating transition of new retirement process within workplace investing.
- Achieved flawless launch of revamped knowledge platform, improving efficiency and user experience through rigorous testing.
- Provided operational support to customer operations team, managing high-volume workloads as sole India-based representative.
- Supported client account managers by reviewing monthly, annual, and quarterly employer packs.
- Created annual taxation reports for key clients, ensuring timely delivery and compliance.
Senior Associate
Fidelity International
04.2016 - 07.2019
- Managed high-volume operational workloads for client account managers, ensuring timely and accurate service delivery.
- Facilitated successful implementation of Wise platform for India team, contributing to enhanced operational capabilities.
- Recognized for timely processing of critical reports essential to CAM operations.
- Provided training and support for new team members, improving onboarding process and integration into the team..
- Guided junior associates on compliance practices and operational procedures.
- Maintained strong client relationships by responding to inquiries and executing changes.
- Assessed reports for accuracy, ensuring alignment with industry regulations.
Associate
Fidelity International
07.2013 - 04.2016
- Achieved multiple awards for consistent operational reliability and high performance.
- Acted as subject matter expert for maintenance and onboarding initiatives, enhancing team knowledge and support.
- Assisted in implementing FFTS platform, streamlining client submissions to Fidelity systems.
Education
MBA - Management in Finance and Human Resource Management
Apeejay Institute of Engineering And Management
Greater Noida05-2013
BBA - Business Administration And Management
Guru Gobind Singh Indraprastha University
Delhi05-2010
Skills
- Productivity and automation tools: Microsoft Office Suite, Power Automate, Salesforce, Power BI, Generative AI
- Data and reporting tools: Excel, Reporting and dashboards, Genesys
- Case management tools: XTRAC Data Case Management (DCM)
- Finance operations
- UK pension operations
- People management
- Transition management
- Team leadership
- Process optimization
- Operational excellence
- Quality assurance
- KPI management
- Performance analysis
- Customer experience
- Stakeholder management
- Client management
- Process transitions
- Regulatory compliance
- Risk and controls
- Change management
- Continuous improvement
- Training and development
Certification
- Introduction to Securities and Investment, Chartered Institute for Securities & Investment (CISI) | 2024
- Pension Administration (FA2), Chartered Insurance Institute (CII) | 2023
Accomplishments
- Successfully led the transition of key processes from the UK to India, ensuring a smooth handover, minimal service disruption, and sustained productivity throughout the transition period.
- Designed and implemented a structured quality assurance framework that strengthened process standards and consistently improved the quality of operational outcomes.
- Addressed long-standing promotion and progression challenges within the team, enabling structured career movement, and achieving a high number of successful internal promotions and role transitions.
- Solely supported the preparation and implementation on File Transfer system for smooth uploading of files by clients instead of sending it over email
- Supported the revamp and release of the knowledge platform for the department
Languages
English
Native
Native
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Assistant Manager
Fidelity International
04.2025 - 04.2026
Team Lead
Fidelity International
08.2022 - 03.2025
Process Specialist
Fidelity International
07.2019 - 08.2022
Senior Associate
Fidelity International
04.2016 - 07.2019
Associate
Fidelity International
07.2013 - 04.2016
MBA - Management in Finance and Human Resource Management
Apeejay Institute of Engineering And Management
BBA - Business Administration And Management
Guru Gobind Singh Indraprastha University