Smriti Singh
New Delhi
Summary
Motivated professional with diverse experience across client engagement and process optimisation. Demonstrates strong interpersonal skills and adaptability in dynamic environments. Eager to contribute to team success through effective communication and collaborative project management.
Overview
13
13
years of professional experience
Work History
Assistant Manager - Engagement
Fidelity International
01.2026 - Current
- Led delivery of engagement initiatives, ensuring alignment with business goals and customer needs.
- Optimised customer journeys and content across engagement initiatives and touchpoints to enhance user experience.
- Developed comprehensive project plans that detailed scopes, timelines, and resources for effective execution.
- Implemented process improvements that streamlined operations, enhancing overall efficiency and quality.
- Engaged with stakeholders and clients to resolve queries, provide support, and optimise processes.
- Monitored campaign performance and reported outcomes to inform data-driven recommendations for future improvements.
Process Specialist - Dividend Distributions
Fidelity International
01.2020 - 12.2025
- Act as Subject Matter Expert (SME) for dividend calculation, distribution, and reconciliation processes, by supporting accurate and timely client outcomes critical to customer trust and retention.
- Identified process gaps and implemented improvement and automation initiatives, enhancing turnaround time and reducing client impact risks.
- Led cross functional teams in root cause analysis and problem-solving activities to address production issues and ensure continuous improvement.
- Conducted process audits and performance evaluations, identifying improvement areas and implementing corrective actions.
- Documented process flows and managed SOPs, ensuring consistency, efficiency and compliance.
- Worked on multiple Projects and Testings related to automation and enhancement.
- Established a framework for sustainable process development, aligning with regulatory requirements.
- Developed MI dashboards and performance reports for senior management, showcasing key process health indicators.
Senior Associate
Fidelity International
01.2016 - 12.2019
- Calculated and distributed dividend payments to clients, ensuring accuracy and timely delivery based on investment portfolios.
- Reconciled dividend payments and resolved any discrepancies.
- Managed client and internal queries by overseeing team mailbox, facilitating prompt responses and resolution of issues.
- Identified process improvement opportunities, contributing to enhancements that streamlined operations and increased efficiency.
- Developed comprehensive reports and delivered presentations to high- level stakeholders.
- Trained new joiners and team members, ensuring efficient workflow and coordination.
- Took initiatives and ownership in resolving operational issues and liaising with cross - functional teams.
Associate
Fidelity International
09.2013 - 12.2015
- Provided exceptional customer service, resolving queries promptly to maintain high satisfaction levels.
- Identified and resolved customer needs, enhancing satisfaction through prompt and efficient service.
- Calculated and distributed dividend payments to clients, ensuring accuracy and timeliness based on their investments.
- Collaborated with team members to complete tasks on schedule, contributing to overall project success.
- Provided support to senior team members and contributed to team goals.
- Assisted in the preparation of reports and presentations.
Education
Master of Business Administration - Finance
Guru Gobind Singh Indraprastha University
IN-DL01-2020
Bachelor of Commerce - Accounting
Delhi University
01-2013
Skills
- Project management
- Process optimisation
- Stakeholder management
- Operational management
- Agile methodologies
- Six Sigma - Green belt
- Power BI
Timeline
Assistant Manager - Engagement
Fidelity International
01.2026 - Current
Process Specialist - Dividend Distributions
Fidelity International
01.2020 - 12.2025
Senior Associate
Fidelity International
01.2016 - 12.2019
Associate
Fidelity International
09.2013 - 12.2015
Master of Business Administration - Finance
Guru Gobind Singh Indraprastha University
Bachelor of Commerce - Accounting
Delhi University