Japneet Kaur Email & Phone Number

Gurugram, Haryana, India

• Expertly gathering requirements, conducting effort and impact analyses, crafting Mural Boards, and spearheading requirement meetings from start to finish• Leading all project-related discussions with both internal and external stakeholders, effectively managing Go/No-Go decisions prior to implementing changes• Delivering numerous automation projects and software version upgrades through Agile methodologies, targeting manual process automation to decrease full-time employee (FTE) requirements• Designing and implementing test plans and scripts, strategically categorizing them into P0 and P1 levels, and integrating them into JIRA for execution within specified test cycles• Overseeing test progress and outcomes, initiating defect reports in JIRA, and managing the defect tracking and resolution process comprehensively• Conducting and overseeing functional testing to assess the comprehensive impact of changes across all testing environments, including SIT, UAT, EBF, and PERF• Managing both manual and automated regression testing, bi-weekly system updates, migration initiatives, and health assessments• Demonstrating profound expertise in developing Standard Operating Procedure (SOP) documents and ensuring operational readiness for project rollouts• Spearheading comprehensive data creation activities, ensuring the flawless execution of test plans across multiple environments• Successfully managing significant projects such as Corporate & Trust Migration, Sonata Upgrade, Adviser Onboarding, and XTRAC/Work hub Upgrades, among others• Acquiring hands-on experience with tools like Confluence, Kanban Board, Zephyr, JIRA, Citrix Workspace, Sonata, GFAS Streamlined Interactive Desktop (SID), and Adviser Workstation (AWS)• Leading training sessions for newcomers, facilitating their understanding of end-to-end processes

Gurgaon, Haryana, India

• Managed and maintained records for Financial Conduct Authority (FCA) registered Independent Financial Advisers (IFAs) on the Fidelity database, showcasing expertise in Transfer of Business cases for prominent UK advisers• Demonstrated proficiency in conducting thorough investigations and checks of IFA firms via the FCA Register• Skilled in overseeing the FCA Centralized Database (CD), specifically the Deauthorization process for UK advisers and interactions with their associated clients• Directed the association of financial advisers with Fidelity clients, enabling effective management of client investments• Exhibited mastery in orchestrating Transfer of Business cases for major UK advisers• Oversaw the management of Discretionary Fund Manager (DFM) platforms and the creation of DFM Model Portfolios for significant advisers• Addressed and resolved team-level escalations through the Operational Support Model (OSM) Log• Participated in the surveillance and audit of diverse Data Quality (DQ) & Control Reports, ensuring business integrity• Spearheaded the creation and maintenance of Financial Conduct Authority (FCA) registered Adviser (IFA) records on the Fidelity database, demonstrating expertise in managing the Transfer of Business cases for prominent UK advisers• Specialized in establishing ISA, GIA, SIPP, JISA, JSIPP, and Joint GIA accounts for clients on the FIL platform, facilitating fund transactions• Adroit at managing Regular Savings Plans (RSP) & Withdrawal Plans (WDP) for clients, ensuring financial consistency• Executed essential profile updates, including setting bank mandates for clients & financial advisers across all currencies, along with updating NINO, Tax Residency, and FATCA details• Guaranteed the precise execution of instructions from individual, corporate, & trust clients, including the transfer of mutual fund units• Initiated & successfully implemented 9 Lean Ideas aimed at improving processes in alignment with the MAG7 principles

Gurgaon, India

• Worked as an Insurance Executive-Making sure 100% of the customers have their commercial insurance information updated in our database. • Prepared the Daily Productivity Report for the team. • Handled queries and give one-time resolution at branch level.

Master’S In Business Administration In Finance

Bachelor Of Commerce - Bcom, Business/Commerce, General