Sandeep Bhat

Sandeep Bhat Email and Phone Number

Executive Director | Financial Services | Program Management | Technical Delivery | Data Management | Data Governance | Reference Data | KYC | Client Onboarding | Product Management | Transformation | CX | Analytics @ Wells Fargo
san francisco, california, united states
Sandeep Bhat's Location
United States, United States
About Sandeep Bhat

I am a results oriented leader with extensive U.S. and global experience in financial services, and a proven record in driving transformational technology and process changes, data management, data governance, and product development. My expertise and experience in technology, program management, development management, IT Strategy, iterative and Agile SDLC methodologies, coupled with effective management of global teams is the key to my success.As a collaborative partner with outstanding communication skills, I manage risks, define governance, win consensus, and guide matrixed teams to success in large, complex, organizations.I am a strategic thinker and change agent, who leads complex programs from an idea to execution, underpinned by a methodical process and data driven delivery approach. Career Achievements:• Cited as an Inventor on U.S. patent # 6,112,190 for my central role in developing a commercial credit underwriting system at Citibank.• Led the strategic party reference data program delivery and the associated data governance and management function at a Global Systemically Important Bank (G-SIB). • Delivered the global, cross business implementation of innovative products within the reference data, KYC, and Client Onboarding domain at a Global Systemically Important Bank (G-SIB). Ensured compliance with the everchanging regulatory landscape and met the objective set by the board.• Led the regulatory retention program at a Global Systemically Important Bank (G-SIB), ensuring compliance with domestic and international regulations. Digitized legal ledgers for an international office resulting in significant cost reduction.• Delivered highly impactful and actionable insights to enable the Front Office teams with strengthening and deepening customer relationships, and boosting customer satisfaction.Core Competencies: Program Management | Technical delivery | Process re-engineering and Operational Excellence |Strategic Planning / Execution | Stakeholder Collaboration | Change Leadership | Business transformation |Team Leadership and MentoringData Management | Data Governance | Data strategy | Reference data | KYC | Client Onboarding | Analytics | Product Management | Business Analysis | CRM | Customer Experience

Sandeep Bhat's Current Company Details
Wells Fargo

Wells Fargo

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Executive Director | Financial Services | Program Management | Technical Delivery | Data Management | Data Governance | Reference Data | KYC | Client Onboarding | Product Management | Transformation | CX | Analytics
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Sandeep Bhat Work Experience Details
  • Wells Fargo
    Executive Director
    Wells Fargo Jun 2024 - Present
    New York City Metropolitan Area
    CRM and Sales Enablement Data Strategy
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  • Jpmorgan Chase & Co.
    Head Of Commercial Banking Customer Experience And Insights
    Jpmorgan Chase & Co. 2022 - May 2024
    New York City Metropolitan Area
    - Definition and delivery of a comprehensive ecosystem to effectively measure customer and employee sentiment- Technology and Operating Model for customer complaints identification, capture, and handling- AI / ML models for customer complaints, and tagging client feedback- Impactful and actionable insights. Predictive insights- User journeys and business / data analysis to deliver cross functional process and digital product improvements
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  • Jpmorgan Chase & Co.
    Executive Director - Reference Data Strategy, Governance, Quality, And Execution Lead
    Jpmorgan Chase & Co. 2017 - 2022
    New York City Metropolitan Area
    - Technology and process transformation lead for client and account reference data, and adoption- Expertise across client, account, instrument, and pricing domains- Delivery of Data as a Service (DaaS)- Data governance forum lead- Data management- Data acquisition- Data lineage- Data modeling- Data quality- Data distribution mechanisms
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  • Deutsche Bank
    Global Program Manager - Client Onboarding, Off-Boarding, Reference Data, Kyc Process And Technology
    Deutsche Bank 2013 - 2017
    New York City Metropolitan Area
    - Technology and process transformation lead for Reference data, Client Onboarding, KYC, and Client Off-boarding solutions- Primary face off to stakeholders and senior leadership across operations, legal, compliance, Global Markets, Global Transaction Banking, Corporate Finance, and Asset Management- Managed a global agile software development team utilizing a low code platform to deliver a strategic party reference data, KYC, and client onboarding platform across the US and 8 APAC locations- Managed data remediation and migration of data to the strategic platform- Implemented data quality rules- Delivered a configurable rules engine incorporating data lineage and dormancy analysis rules to enable automated account closure of dormant accounts
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  • Deutsche Bank
    Head - Client Lifecycle Management
    Deutsche Bank 2009 - 2013
    Singapore, New York
    - Managed an annual IT spend of US $15M, delivering solutions for Client Onboarding, Client reporting, Customer Self Service, Payments, and Trade Finance- Conceptualized and executed operational efficiency projects across a portfolio of applications supporting the Corporate and Investment Bank- Program managed and delivered the foundational release for a scalable, and flexible platform for party reference data creation, KYC, and client onboarding for the Global Transaction Banking business- Delivered setup and maintenance capabilities for Payments, Payment authorization and limit checking, and Cash Management- Delivered on application rationalization targets for the Client Lifecycle domain• Drove efficiencies across the wider Customer Services domain portfolio to realize significant savings in recurring application maintenance costs
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  • Goldman Sachs
    Vice President – Program Manager And Product Manager
    Goldman Sachs 2006 - 2009
    New York City Metropolitan Area
    - Recruited to program manage and execute on the full product development lifecycle including definition of vision and strategy, roadmaps, and delivery of technology and processes supporting the firm’s multi-year global Records Management program- Delivered a records retention classification and meta-data management solution ensuring compliance with SEC 17a3/17a4, MiFID, and FIEL- Architected and implemented technology and process improvements to digitize legal ledgers for the firm’s Japanese operations, delivering recurring annual savings
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  • Citibank
    Vice President – Program Manager And Product Manager
    Citibank 1998 - 2006
    New York City Metropolitan Area
    - As program manager, product owner and development manager of a global team, delivered product strategies, roadmaps, technology, and processes supporting the Consumer Bank and the Small and Middle Market commercial lending business- Rolled out a CRM based platform with account opening and other customer service capabilities to over 900 branches in the US - Conceived and implemented an expert system enabling Citibank’s "subjective underwriting" process to rank first out of 22 major banks based on an independent study. Delivered a match rate of 85%- Delivered monthly cost savings through vendor consolidation
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Sandeep Bhat Education Details

Frequently Asked Questions about Sandeep Bhat

What company does Sandeep Bhat work for?

Sandeep Bhat works for Wells Fargo

What is Sandeep Bhat's role at the current company?

Sandeep Bhat's current role is Executive Director | Financial Services | Program Management | Technical Delivery | Data Management | Data Governance | Reference Data | KYC | Client Onboarding | Product Management | Transformation | CX | Analytics.

What schools did Sandeep Bhat attend?

Sandeep Bhat attended National Institute Of Technology Warangal.

Who are Sandeep Bhat's colleagues?

Sandeep Bhat's colleagues are Madeline York, Apoorva Rane, Shafiu Usman, Alec Dilorenzo, Mba, Chpc, Ingram (Ashley) Pancham, Kim Bonander, Deon Anderson.

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