Vishal Jee Choubey
New DELHI
Summary
Driven Operations and Process Analyst with a proven track record at Ameriprise India, excelling in process improvement and persuasive communication. Awarded AMMY GOLD and 5+ thank you awards for optimizing wealth management operations and enhancing client onboarding. Expert in MS Excel and adept at leveraging automation tools for efficiency gains.
Overview
3
3
years of professional experience
Work History
Operations and Process Analyst
Ameriprise India
New DELHI
09.2022 - 12.2023
- Owns end to end client on boarding and renewal of KYC records to ensure regulatory standards (global / applicable local regulations) with high quality and while meeting tight deadlines
- Supports Domestic and International transactions through Money movement
- Satisfy the responsibility for completing detailed reviews of documentation for new and existing clients, including legal agreements and organizational documents
- Evaluating client specific information such as client identification document, SSN and address to help onboarding of new clients
- In-depth knowledge of legal documentation preferred (e.g., trust agreements, partnership agreements corporate resolutions, letter of testamentary, Guardian/Next friend, Cert of granting Tax exempt status, LLC agreements and articles of Incorporation)
- Account Processing of Individual Retirement Plans (Brokerage/Managed) Business Retirement Plans, Ameripirse Certificates, Financial Plans and Other products
- Got AMMY GOLD
- Got 5+ thank you awards
- Client creation and account Creation on Ameriprise Platform
Intern
ITC
Patna
01.2021 - 07.2021
- ITC internship for 6 months
- Supported financial operations, processing invoices and managing expense reports for departmental budgeting.
- Shadowed daily activities of office staff to gain understanding of scope of work.
- Executed administrative tasks under managerial supervision to optimize workflow.
- Evaluated existing practices and shared insights with management to aide in decision-making and help streamline processes.
Education
Bachelor of Arts - B.A
MV college
Buxar, BRMBA - Marketing and HR
Lovely Professional University
Phagwara, IN-PBSkills
- Process Improvement
- MS Excel
- Automation tools
- Wealth Management
- Operations Support
- Persuasive communication
- Resource optimization
- On-site observations
- Process improvements
Awards
- Got AMMY GOLD.
- Got 5+ thank you awards.
- Client creation and account Creation on Ameriprise Platform.
- Performing Root Cause Analysis on findings by QES Team.
- Ensuring compliance with SLA and other internal guidelines of policies relating to business area.
Timeline
Operations and Process Analyst
Ameriprise India
09.2022 - 12.2023
Intern
ITC
01.2021 - 07.2021
Bachelor of Arts - B.A
MV college
MBA - Marketing and HR
Lovely Professional University
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