Avinash Gautam Email and Phone Number

A versatile BFSI professional having 11 years of working experience with Genpact and Ameriprise Financial in Operations and Data Management for Assets & Wealth Management, Advisory services, Auditing, Insurance & Annuity and deriving financial solution in the US region client and companies. Have gained good exposure to understand various aspects of Business Analysis through Masters Program - Business Analyst (Simplilearn Certified in collaboration with IBM) which has developed a great sense of confidence at a very personal level. Hence, I seek a challenging position in the area of Data Visualization, Machine Learning, Data Analysis & related fields where I can share my skills and expand my capabilities further in the pursuit of progressive career advancement.EXPERIENCE • Preparations of Business Reports-Creating reports by gathering and transforming data from excel and SQL and preparing multiple report for business like; Productivity and Accuracy report, Cycle Time, Average Handling time, Request deadline reports. Also, presenting the reports through Power BI and Tableau. • Project Management- Acquired Agile Scrum Master and Certified Business Analysis Professional training and providing business solution by developing and creating interactive Dashboard to visualize and communicate key matrix. Also, focuses to automate the process for efficient data handling and streamline the operations.• Migration of Contact Center-2021-24- Part of Voice of Customer program, Chat operations and Client Resolution Group offering specialized services to our clients and advisors to assist in resolution of escalated/priority requests on real time basis.

Ameriprise Financial LLC. 2017- Present- Lead Service & Ops Professional Advise and wealth management-Working with Ameriprise Financial LLC from last six years for Estate Settlement planning and money movement under Advice and wealth management business unit with collaboration with US business partner. Product Handling- Worked with different team for different product like; Brokerage, Insurance, Annuity, Mutual Fund and Certificate products. Currently dealing with Trade Settlement/Account Transfer, end to end Client Account service delivery for Estate Settlement operations. Chat Operation-2021-23- Part of Voice of Customer program, Chat operations and Client Resolution Group offering specialized services to our clients and advisors to assist in resolution of escalated/priority cases.  Lean Idea and business improvement- Provided many Lean idea to deliver improved Client/Advisor experience, productivity and efficiency, like; quality, Cycle time and AHT improvement.  Process excellence- Connecting with team and business partner to share process update. Taking care of process written supervisory procedure, BCP, and SLAs. Having good knowledge of FINRA, SEC, IRS regulations, risk and compliance policies. People excellence- Conducting process training, ramp up and PKT for new hires and providing knowledge sharing session within team.

Genpact 2013-2017 Wells Fargo Securities and Trades Reconciliation- (Process Developer 2015- 17)Brokerage receivable and payable - Worked in reconciliation for Brokerage payable and receivable USD and Non-USD markets like; CBT/CME/CMX/COMEX/EUR etc. Connect with external brokers-Taking daily and weekly Call with client and external Executing and Clearing Brokers for brokerage payable and receivable.Invoice generating- For manual trades creates Invoices and send them to other brokers • Reconciliation of Trades- Reconciling trades and creating variance report. Also, provide solution on variances for Brokerage payable & receivable USD and Non-USD markets like; CBT/CME/CMX/COMEX/EUR.  Wells Fargo Bank, Brokerage Operation – (Process Assciate-2013-15)Individual Retirement Account -Worked in back operation distribution and contribution for retirement and qualified plans like; Traditional IRA, Roth IRA, SEP IRA, 401(K) and profit-sharing plan.Reporting Work- Working on high priority request and reporting them to senior management like Overnight check, Fed Wire, ACH transfer.• Creating Payment Reports (2013-2015)- Collating all high priority request and creating payment report. Then, sharing reports to coaches and leaders in back operation for retirements plans like; Traditional IRA, Roth IRA, SEP IRA, 401(K).