Gaurav Datta Email & Phone Number

Gurugram, Hr, In

Mumbai, Maharashtra, India

Directed Cross-Functional Teams: Successfully led cross-functional teams comprising product managers, operations staff, and external consultants. Collaborated with global business owners to plan and execute AML KYC remediation for 20,000 accounts, achieving program objectives ahead of schedule and closing five audit findings.Optimized Outsourcing Strategy: Refined outsourcing strategies and managed migrations, resulting in the first-time offshoring of complex trailer fee processing and… Show more Directed Cross-Functional Teams: Successfully led cross-functional teams comprising product managers, operations staff, and external consultants. Collaborated with global business owners to plan and execute AML KYC remediation for 20,000 accounts, achieving program objectives ahead of schedule and closing five audit findings.Optimized Outsourcing Strategy: Refined outsourcing strategies and managed migrations, resulting in the first-time offshoring of complex trailer fee processing and client services functions. This initiative improved operating model alignment and enhanced service delivery.Implemented Lean and Design Thinking: Leveraged lean methodologies and design thinking to drive strategic outcomes. Identified key technology investments and implemented the Target Operating Model, completing assessments in 70% of the allotted time and delivering 25% efficiency gains. Show less

Mumbai, Maharashtra, India

Established PMO for operations change for 2K staff portfolio & led digital automation delivery.Managed a team of 14 employees, developing and implementing change governance for operations-led change projects, ensuring alignment with business strategy. Focused on Project Management Office (PMO) best practices.Evaluated 85+ opportunities for business process improvement and led the execution of 17 automation projects, saving operations $1.5M annually.Initiated… Show more Established PMO for operations change for 2K staff portfolio & led digital automation delivery.Managed a team of 14 employees, developing and implementing change governance for operations-led change projects, ensuring alignment with business strategy. Focused on Project Management Office (PMO) best practices.Evaluated 85+ opportunities for business process improvement and led the execution of 17 automation projects, saving operations $1.5M annually.Initiated comprehensive project portfolio management for annual operating and technology plans, optimizing project priorities and resource allocation. This new approach is now leveraged in 100% of planning sessions for optimal resource use. Show less

Kolkata, West Bengal, India

Global Program Manager and Product Owner—Reconciliations Change for a global team of 600+ staff.As the Global Program Manager for fund accounting reconciliations, I spearheaded a multi-million-dollar transformation program initiative to automate reconciliation break resolution using digital automation and streamlining of tech-stack by demising legacy to strategic platform *Formulated multi-year transformation strategy & implementation plans as the 1st Global Program manager at… Show more Global Program Manager and Product Owner—Reconciliations Change for a global team of 600+ staff.As the Global Program Manager for fund accounting reconciliations, I spearheaded a multi-million-dollar transformation program initiative to automate reconciliation break resolution using digital automation and streamlining of tech-stack by demising legacy to strategic platform *Formulated multi-year transformation strategy & implementation plans as the 1st Global Program manager at offshore location.*Partnered with global stakeholders in India, Sri Lanka, United Kingdom and Hong Kong by hosting & felicitating requirements workshops, coordinating weekly status reports to MD and CXO.*Led application design sessions with operations and technology to develop functional and technical requirements, collaborating with stakeholders to assess outcomes and prioritise features aligned with business priorities.* Led a 10-member cross-functional team across four offices to implement a system upgrade for a global reconciliations platform used by 600+ employees worldwide, transitioning from a legacy platform to the global target state.*Delivered phase FTE saves by adopting auto-exception matching solution to reduce exception break; resulted in securing additional business worth $x MM. Show less

Kolkata, West Bengal, India

Head of Offshore Change Management Function for Securities Services, leading a team of 130 staff.Successfully restructured the change organization, establishing a robust Change Management function at offshore centers for the first time. This initiative involved modeling and implementing an end-state design aligned with business objectives, orchestrating a seamless transition of functions and staff (including offshoring and reallocation of responsibilities), and leading a team of 130+… Show more Head of Offshore Change Management Function for Securities Services, leading a team of 130 staff.Successfully restructured the change organization, establishing a robust Change Management function at offshore centers for the first time. This initiative involved modeling and implementing an end-state design aligned with business objectives, orchestrating a seamless transition of functions and staff (including offshoring and reallocation of responsibilities), and leading a team of 130+ senior change professionals. By fostering a culture of innovation and continuous improvement, my team implemented industry best practices like (on floor Kanban) for project management, business analysis, and testing, significantly enhancing the organization's change management capabilities. also acted as business manager for the change team ensuring the availability of resources to support global progras Show less

Kolkata, West Bengal, India

As a lead for the rollout of the Business Process Management/Workflow Solution (AWD). Responsible for process modeling and delivery of workflow solutions & process standardization in relevant global operations.

Kolkata, West Bengal, India

Established off shore, business/ production support service for Core Transfer Agency Platform allowing for standardization and consolidation of services across regions. Improving quality of service across multiple time zones.Led the offshore team in Transfer Agency Platform upgrade as well as demise of regional platforms to a global standard platform- resulting in offering of standard TA services globally to our client.

Manage the day to day operations of the customer service center and help the business achieve the CTQs. Ensuring prompt resolution to customer & employee needs.

Assisting account holders of GE Mutual Funds with transactions, solving end customer queries relating to different Retirement plans and Mutual Funds accounts.Qualified FINRA Series 24 – General Securities Principal and acted as supervisor for all areas of the Client’s Customer Center business, including overall compliance with financial responsibilities.Formulated for business division, high value transaction reporting controls for Fund Managers, allowing for timely reporting… Show more Assisting account holders of GE Mutual Funds with transactions, solving end customer queries relating to different Retirement plans and Mutual Funds accounts.Qualified FINRA Series 24 – General Securities Principal and acted as supervisor for all areas of the Client’s Customer Center business, including overall compliance with financial responsibilities.Formulated for business division, high value transaction reporting controls for Fund Managers, allowing for timely reporting money movement for intra-day trades.Spearheaded from off shore, seamless migration of Transfer Agency services to a new provider, enabling business to maintain and exceed customer service level during and after the transition. Show less

JC Penney Consumer collection is a business involved with collections of Credit Cards that are a payment past due. As a Process developer assisted in creating of reporting of performance metric for the collections portfolio, bringing down reporting time by 10X. I was also a member of a focussed group of collectors tasked with collection on high risk and high balance accounts

Bachelor Of Commerce, Business Adminstration, Accounting & Economics

Professional Affiliations NASD (CRD # 4696353) Series 24 - General Securities Registered Principal Series 7 - General Securities.

High School, Commerce