Sukriti Choubey
Service & Operational Professional Associate
Mumbai
Summary
Service operations professional with proven record of optimizing service delivery and streamlining processes to meet business objectives. Recognized for fostering collaborative team environment and consistently achieving high-quality results. Reliable and adaptable to changing operational needs, with expertise in strategic planning and customer relationship management.
Overview
5
5
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Service and Operations-Professional Associate
Ameriprise Financial
New Delhi
03.2021 - 01.2025
- Awarded multiple AMMY Awards for managing 15,000+ client accounts with 100% accuracy with 546% YoY
- Received Extra Miler Recognition for outstanding operational contributions and exceptional performance
- Praised for enhancing customer satisfaction by 98% and reduced service request turnaround by 83%
- Supervised a team of 14 process trainees and associates
- Analysed client feedback and identified areas for improvement
- Collaborated with cross-functional teams to develop and implement strategic initiatives for operational excellence.
- Assisted 400+ financial advisors in moving practices, managing $195 billion in assets ensuring smooth and efficient process
- Developed SOPs, increasing team compliance and service quality by 100% YTD through interdepartmental collaboration
- Verified and audited 1.2 lakhs+ client's information, ensuring impeccable data accuracy and compliance
- Conducted Enhanced Due Diligence for $50 million High-Net-Worth clients, mitigating associated risks
- Reviewed 300 Customer Due Diligence documents and ensured compliance with relevant AML regulations
- Managed the Comerica Conversion, assisting 400+ advisors with $195B in assets
- Transitioned Kinecta Wealth Management to Ameriprise, onboarding 20 advisors managing $2B+ assets
- Successfully transitioned a $150M practice from Edward Jones to Ameriprise Financial
- Ensured compliance with AML and KYC regulations, mitigating risks
- Implemented regulatory duties, avoiding sanctions and penalties
- Set up new 150 lakhs+ brokerage, managed and certificates accounts for advisors
- Performed due diligence for all new account openings, ensuring impeccable accuracy
- Processed 95+ daily new account applications accurately and efficiently within the required time frame
- Investigated suspicious activity identified by transaction monitoring systems and reported findings accordingly
- Connected with US Advisors through outreach channels to ensure complete client information requirements
- Streamlined operations by identifying inefficiencies and implementing process improvements.
- Played an instrumental role in leading successful project implementations from inception through completion while adhering to time and budget constraints.
Marketing Analyst
TUBBR
09.2020 - 10.2020
- Participated in ongoing professional development opportunities to stay current on best practices within the field of marketing analytics.
- Assessed KPIs to achieve in-depth understanding of campaign performance.
Financial Analyst
J Marathon Advisory Services
05.2020 - 06.2020
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
Education
MBA - Dual Specialization
Galgotias University
Greater Noida, India 08.2019 - 03.2021
B. Com(Hons) - Accounting And Finance
Ranchi Women's College
Ranchi, India 08.2014 - 05.2017
Class XII -
Aditya Birla Public School
Jharkhand 04.2013 - 05.2014
Class X -
R.K Public School
Jharkhand 03.2011 - 03.2012
Skills
- Client Relationship Management
- Operational Excellence
- Workflow Automation
- Risk Mitigation
- Regulatory Compliance
- Data Analysis
- Data Visualization
- Power BI
- MS Excel
- Scheduling and planning
- Production planning
- Cross-functional team leadership
Certification
CS Foundation and Executive level 1 conducted by the ICSI
Scholastic Achievements
- R.K. Public School,Captain of school shot put team, leading 8 members to win 2011 intra-school championship., captain of school badminton team for inter-school competition, winning among 8 different schools.
- Aditya Birla Public School, Head Girl, Organized and managed school-wide events including sports and curricular activities., Managed 5 events with a footfall of 4000 per event with a combined footfall of 20,000+, ensuring smooth execution.
Timeline
Lean six sigma foundation
12-2024
Service and Operations-Professional Associate
Ameriprise Financial
03.2021 - 01.2025
Marketing Analyst
TUBBR
09.2020 - 10.2020
Financial Analyst
J Marathon Advisory Services
05.2020 - 06.2020
MBA - Dual Specialization
Galgotias University
08.2019 - 03.2021
CS Foundation and Executive level 1 conducted by the ICSI
08-2017
B. Com(Hons) - Accounting And Finance
Ranchi Women's College
08.2014 - 05.2017
Class XII -
Aditya Birla Public School
04.2013 - 05.2014
Class X -
R.K Public School
03.2011 - 03.2012
Similar Profiles
Samuel JorgensonSamuel Jorgenson
Software Engineer at Ameriprise FinancialSoftware Engineer at Ameriprise Financial
Tommy Furlow JrTommy Furlow Jr
HR Service Team Lead at Ameriprise Financial Inc.HR Service Team Lead at Ameriprise Financial Inc.
BRIAN HOLTBRIAN HOLT
Financial Advisor at AMERIPRISE FINANCIALFinancial Advisor at AMERIPRISE FINANCIAL