Team Member Change Management

Career Objective

Seeking an open and professional environment having growth prospects and to learn by taking up innovative and challenging projects and thereby build a career with a leading corporate with committed and dedicated people which will help me to explore myself and realize my potential.

Working Experience

Lead, Ameriprise Financial LLP (October 2015 - Present)

From 2015 to present, working in Advice & Wealth Management and River Source Insurance and Annuities.

Roles and Responsibilities

-Team handling

-Power BI

-Internal training for Risk & Compliance

-Completed 3 projects on Change Management Control

-Hands-on experience in Annuities and Insurance

-Worked as SME in robotics of three case types

-Maintained reports: Production Data, Task assignment, Inventory Status, Accuracy, Quality

-Used Citrix-based internal tools

-Handled Advisor/internal queries and training

-Migrated processes: Illustrations, Annuities, CIF DB

-Partnered directly with US stakeholders

-Submitted lean ideas and ensured 100% quality

-Handled Tableau reporting, ATOS tool, UI Path

-Led Lean for India and US teams

Power BI Project Back Office Operations

-Built dashboards to monitor KPIs like production data, inventory inflow, quality metrics

-Used MS Excel, Citrix tools

-Created drill-down reports to monitor performance and reduce errors by 20%

-Empowered leadership with real-time insights

Educational Qualification

MBA - Sacred Heart Institute of Management & Technology, UPTU Lucknow - First Division BA - Malti Devi Degree College, C.S.J.M. University, Kanpur - Second Division Intermediate - Bhagwat Memorial Inter College Mishrikh, U.P. Board - First Division

High School - Rajeshwari Girls Inter College Mishrikh, U.P. Board - First Division

Technical Skill Set

-Office365

-Windows 7, 8, 10

-MS Outlook, Access

-MIS Orbit, Lean tools

-COLA and BETA

Achievements

-Platinum Award for Process Excellence

-15 Gold Awards for Best Performance

-Multiple AMMY Thank You’s

-Client and Manager appreciations

Additional Information

-Summer training at BHARTI AXA LIFE INSURANCE

-CSR and employee engagement team member

-Women Interest Network participant

-Cricket team member, organized team-building activities

Personal Details

Date of Birth: 3rd June, 1992

Address: Flat G2, Plot 153, Vaishali Sector 6, Ghaziabad Civil Status: Single

Nationality: Indian Languages: English & Hindi

Declaration

I hereby declare that the above written particulars are true to the best of my knowledge and belief.

Swati Gupta

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