Vandana Jhamb

A motivated professional with 9+ years' experience across operations, client management, training, and change support within regulated, UK-facing financial services. Strong track record in producing management information (MI), maintaining procedures and governance documentation, coordinating offshore–onshore stakeholders, and supporting business readiness, risk identification, and adoption of change alongside BAU delivery.

Account Manager - Fidelity International

(2024-10)

• Provide structured internal and external reporting highlighting themes, volumes, and calls to action to support stakeholder decisions.
• Maintain governance documentation including SOPs, procedures.
• Support control checks, issue logging, escalation, and remediation follow-up with a strong risk mindset.
• Governance & documentation: SOPs, procedures, stakeholder communications.
• Process improvement & standardisation; SLA and quality adherence.
• Coordinate with Independent Financial Advisors across the UK via emails and calls.
• Deliver innovative solutions to meet the demands of both the client and the Fidelity Adviser Solutions Business, ensuring appropriate consideration is given to risk, regulatory, and resource implications.
• Analyse and investigate complex issues impacting clients to support quick and efficient resolution.
• Collaborate with Client Services, Business Operations, and relevant areas within Fidelity Adviser Solutions to identify and implement enhancements for improving customer experience and driving operational efficiency.

Process Lead Trainer - Fidelity International

(2024-01 - 2024-10)

• Planned, developed, and delivered training programmes for new joiners and existing colleagues.
• Facilitated virtual and instructor-led sessions, adapting delivery to trainee's needs.
• Led training sessions for new recruits and existing staff.
• Facilitated quality improvement initiatives within the team.
• Examined different training delivery methods, such as in-person or virtual, to enhance training efficiency.
• Supported system health checks on weekends and identified and mitigated team risks.

Senior Associate - Fidelity International

(2019-10 - 2021-08)

• Managed periodic retail assessments supporting Re-Registration and transfer activities.
• Liaised with testing teams and business units to understand process and change requirements.
• Handled technical issues, change-related incidents, and process risks, recommending controls.
• Prepared MI independently and represented the function in projects and initiatives.
• Supported system health checks on weekends and identified and mitigated team risks.

Associate - Fidelity International

(2016-06 - 2019-10)

• Processed client requests for UK financial product transfers and re-registrations.
• Prepared transfer correspondence and managed ageing reports across multiple queues.
• Liaised with internal teams to resolve operational queries and support smooth service delivery.

Master of Business Administration - Amity University (2015)

Advance Diploma in German Language - Delhi University (2014)