Sandeep Bhat
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Sandeep Bhat Email & Phone Number

Executive Director | Financial Services | Program Management | Technical Delivery | Data Management | Data Governance | Reference Data | KYC | Client Onboarding | Product Management | Transformation | CX | Analytics at Wells Fargo
Location: United States, United States, United States 7 work roles 1 school
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Role
Executive Director | Financial Services | Program Management | Technical Delivery | Data Management | Data Governance | Reference Data | KYC | Client Onboarding | Product Management | Transformation | CX | Analytics
Location
United States, United States, United States
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Sandeep Bhat is listed as Executive Director | Financial Services | Program Management | Technical Delivery | Data Management | Data Governance | Reference Data | KYC | Client Onboarding | Product Management | Transformation | CX | Analytics at Wells Fargo, a company with 246787 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Sandeep Bhat.

Sandeep Bhat previously worked as Executive Director at Wells Fargo and Head of Commercial Banking Customer Experience and Insights at Jpmorgan Chase & Co.. Sandeep Bhat holds B. Tech, Electronics from National Institute Of Technology Warangal.

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Wells Fargo

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Profile bio

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

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Wells Fargo
Wells Fargo
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
Employees
246787
AeroLeads page
7 roles · 28 years

Sandeep Bhat work experience

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Executive Director

Current

New York City Metropolitan Area

CRM and Sales Enablement Data Strategy

Jun 2024 - Present

Head Of Commercial Banking Customer Experience And Insights

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 /.

2022 - May 2024

Executive Director - Reference Data Strategy, Governance, Quality, And Execution Lead

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

2017 - 2022 ~5 yrs

Global Program Manager - Client Onboarding, Off-Boarding, Reference Data, Kyc Process And Technology

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.

2013 - 2017 ~4 yrs

Head - Client Lifecycle Management

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.
  • Drove efficiencies across the wider Customer Services domain portfolio to realize significant savings in recurring application maintenance costs
2009 - 2013 ~4 yrs

Vice President – Program Manager And Product Manager

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.

2006 - 2009 ~3 yrs

Vice President – Program Manager And Product Manager

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.

1998 - 2006 ~8 yrs
Team & coworkers

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1 education record

Sandeep Bhat education

FAQ

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What company does Sandeep Bhat work for?

Sandeep Bhat works for Wells Fargo.

What is Sandeep Bhat's role at Wells Fargo?

Sandeep Bhat is listed as Executive Director | Financial Services | Program Management | Technical Delivery | Data Management | Data Governance | Reference Data | KYC | Client Onboarding | Product Management | Transformation | CX | Analytics at Wells Fargo.

Where is Sandeep Bhat based?

Sandeep Bhat is based in United States, United States, United States while working with Wells Fargo.

What companies has Sandeep Bhat worked for?

Sandeep Bhat has worked for Wells Fargo, Jpmorgan Chase & Co., Deutsche Bank, Goldman Sachs, and Citibank.

Who are Sandeep Bhat's colleagues at Wells Fargo?

Sandeep Bhat's colleagues at Wells Fargo include Radhika Venkatraman, Jordan Messer, Leah Seurer, Crcm, Ben Baxter, and Ana Desing.

How can I contact Sandeep Bhat?

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What schools did Sandeep Bhat attend?

Sandeep Bhat holds B. Tech, Electronics from National Institute Of Technology Warangal.

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