Simranjeet Singh Oberoi
Summary
Dynamic leader with extensive experience in enterprise transformation and operational excellence at Fidelity International. Expertise in AI-led automation and Lean Six Sigma, resulting in double-digit cost savings. Proven track record in managing large teams and enhancing compliance governance while promoting continuous improvement and stakeholder engagement.
Overview
20
20
years of professional experience
2
2
Certifications
Work History
Associate Director – Fund Dealing & GPS Delivery
Fidelity International
07.2013 - Current
- Lead global operations across 3 delivery sites, managing 150+ employees with full accountability for service delivery, controls, cost, and people outcomes.
- Own Run-the-Business operations while partnering with transformation teams on strategic change initiatives, operating model enhancements, and digital enablement.
- Drive process re-engineering and AI-led automation, improving throughput, compliance adherence, and decision-making accuracy.
- Deliver regulatory-aligned operations, strengthening risk controls, audit readiness, and compliance governance.
- Champion Lean Six Sigma and continuous improvement programs, delivering double-digit cost savings and measurable productivity gains.
- Introduced enterprise dashboards and predictive analytics, enabling senior leadership visibility into performance, risk indicators, and capacity planning.
- Built and mentored a strong leadership pipeline, enabling succession readiness for senior roles.
- Led global transitions and migrations, ensuring zero disruption, risk mitigation, and stakeholder confidence.
- Established robust BCP and disaster recovery frameworks, safeguarding business continuity and client trust.
- Manage budgets, workforce planning, and resource optimization aligned to strategic priorities.
Team Leader – US Back Office Operations (Insurance)
MetLife
12.2011 - 06.2013
- Managed US insurance back-office operations, leading 25+ FTEs with strict SLA, compliance & quality adherence.
- Acted as operations SPOC for client governance, presenting insights to senior stakeholders.
- Built management dashboards highlighting operational risks, trends, and productivity gaps.
- Conducted structured coaching, performance management, and capability uplift programs.
- Played key role as CMMI auditor, supporting process maturity and compliance certification.
Team Leader – Customer Service (US Credit & Lending)
Sitel India (Equifax – US Program)
03.2008 - 12.2011
- Led teams handling credit, loan, and consumer financial queries for US markets.
- Improved service levels, AHT, and conversion through data-driven interventions.
- Represented operations in global governance forums and client reviews.
- Led cross-site calibrations ensuring compliance, quality consistency, and risk controls.
- Designed transition frameworks, time-motion studies, and efficiency playbooks.
- Mentored future leaders and acted as escalation owner for critical service issues.
Senior Customer Service Executive
Convergys
07.2005 - 03.2008
- Acted as Team Leader managing daily operations, quality, and customer outcomes.
- Delivered coaching on service excellence, sales, and communication.
- Drove improvements in CSAT, quality scores, and productivity.
- Completed foundational leadership and process excellence programs.
Education
Lean Six Sigma Black Belt -
01.2026
MBA - Operations Management
12.2025
Master of Computer Applications -
Bachelor of Computer Applications -
Lean Six Sigma Green Belt -
Skills
- Enterprise transformation and operating model redesign
- Executive leadership
- Large-scale people management
- Banking and financial services operations
- Governance and compliance
- Risk management and controls
- Artificial intelligence and automation
- Digital enablement
- Global delivery and stakeholder management
- Cost optimization and productivity
- Scalability strategies
- Lean Six Sigma and continuous improvement
Select Achievements
- Successfully scaled and led 150+ member global operations with strong controls & governance.
- Delivered AI and automation-led transformation improving efficiency and scalability.
- Led compliance-critical operations with zero major audit observations.
- Built strong leadership depth enabling sustainable growth and succession.
- 20+ years of leadership across Tier-1 BFSI organizations.
Core Capabilities
- Enterprise Transformation & Operating Model Redesign
- Executive Leadership & Large-Scale People Management (150+ FTEs)
- Banking & Financial Services Operations (Front, Middle & Back Office)
- Run-the-Business (RTB) & Change-the-Business (CTB) Governance
- Regulatory Compliance, Risk & Controls
- AI, Automation & Digital Enablement
- Global Delivery & Stakeholder Management (UK, US)
- Cost Optimization, Productivity & Scalability
- Lean Six Sigma & Continuous Improvement
Executive Profile - Summary
Senior Operations & Transformation Leader with 20+ years of experience across global MNCs in Banking, Financial Services, and Insurance (BFSI). Proven track record of leading large-scale global teams (150+ FTEs), driving enterprise-wide transformation, and delivering operational resilience, regulatory compliance, and cost optimization. Currently serving as Associate Director, owning Run-the-Business (RTB) operations while partnering with senior stakeholders on strategic transformation, AI enablement, and operating model modernization across UK and US markets. Recognized for building high-performing leadership benches, managing complexity at scale, and aligning operations to business strategy.
Certification
Certified Scrum Master
Timeline
Associate Director – Fund Dealing & GPS Delivery
Fidelity International
07.2013 - Current
Team Leader – US Back Office Operations (Insurance)
MetLife
12.2011 - 06.2013
Team Leader – Customer Service (US Credit & Lending)
Sitel India (Equifax – US Program)
03.2008 - 12.2011
Senior Customer Service Executive
Convergys
07.2005 - 03.2008