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@nehadubey1
Senior Customer Service & Operations leader driving service excellence and process transformation.
United StatesI am a Senior Customer Service & Operations Manager with 14+ years' experience across banking and wealth management, proven at driving service excellence, process transformation, and stakeholder satisfaction. I have managed large asset portfolios, payment operations (ACH, Fedwire, SWIFT), reconciliations, KYC/AML compliance, and client onboarding while partnering with custodians, compliance, and product teams to reduce risk and improve efficiency.
I have led teams, delivered projects to migrate clients to digital channels, improved CRM utilization, and supported audits and regulatory assessments. My track record includes managing $1–2B AUM growth, resolving complex operational exceptions, and implementing process improvements that enhanced turnaround times and customer experience.
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Work history, roles, and key accomplishments
Bank of Baroda
Aug 2024 - Mar 2025 (7 months)
Managed ACH, Fedwire, SWIFT and certificate of deposit payments while ensuring NACHA, OFAC and BSA/AML compliance; reconciled nostro and margin positions and resolved payment exceptions within SLAs.
IIFL Wealth Management Limited
Aug 2021 - Aug 2022 (1 year)
Managed $1–2B AUM, driving 12–15% YoY growth and 25% monthly sales increase; led client onboarding, KYC/AML checks and cross-border payment processing (ACH, Fedwire, SWIFT) for U.S. client portfolios.
Motilal Oswal Private Wealth Management
Dec 2009 - Aug 2021 (11 years 8 months)
Led a team supporting 9 RMs and ~$1B client assets; streamlined onboarding, KYC/AML, ACH/Fedwire operations and implemented process improvements reducing settlement risk and improving turnaround.
Standard Chartered Bank
Jun 2006 - Nov 2009 (3 years 5 months)
Serviced HNI and retail clients with tailored financial solutions, maintained performance reporting and ensured compliance with risk and documentation standards.
Degrees, certifications, and relevant coursework
UCBachelor of Commerce, Finance & Accounting
2003 - 2006
Completed a Bachelor of Commerce with focus on finance and accounting from the University of Calcutta between 2003 and 2006.
Software and tools used professionally
United StatesYou can contact neha and 90k+ other talented remote workers on Himalayas.
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