Meeta Mashru
Mountain View
Summary
Operations and People Operations professional with 10+ years of experience supporting employee lifecycle processes, operational compliance, and cross-functional program delivery in regulated environments. Skilled at managing sensitive employee documentation, coordinating onboarding and offboarding processes, supporting policy compliance, and improving operational workflows. Proven ability to manage high-volume requests, maintain strict confidentiality of personnel data, and collaborate with HR, compliance, and leadership teams to deliver scalable operational solutions
Overview
20
20
years of professional experience
1
1
Certification
Work History
Project Coordinator
Agama Solutions
04.2022 - 03.2024
- Led cross-functional operational programs supporting internal teams and workforce processes, ensuring alignment with organizational policies and compliance requirements.
- Managed high-volume operational requests and internal service queues, ensuring timely resolution and accurate documentation.
- Implemented process improvements that increased operational efficiency by 40% and reduced workflow bottlenecks.
- Coordinated with leadership, HR stakeholders, and operations teams to support workforce planning initiatives and operational scaling.
- Maintained detailed documentation, reporting structures, and process governance to support audit readiness and operational transparency.
- Identified operational risks and implemented corrective actions to ensure compliance with company policies and regulatory standardsgement.
Relationship Advisor
Coretech inc, on contract for SVB (Private Bank)
03.2021 - 03.2022
- As a Relationship Advisor (RA) for Silicon Valley bank ( Private Bank), my role was to demonstrate a proactive and client- centric approach to manage client relationships, onboarding, and deepening relationships with clients by actively engaging in discussions related to their business needs and goals
- Develop and maintain strong working relationships with internal partners to ensure seamless delivery of banking products and services to the client
- While this role is largely about portfolio management, it has a direct impact on new funds that the bank generates through new clients
- In my role as the primary point of contact for each client in my portfolio, I interact with high-level clients, including owners, CEOs, presidents, CFOs
- I am proactive in identifying problems and I investigate the root causes of process inefficiencies to propose opportunities for process improvement
- Assist Clients on a day to day basis as needed and expertly respond to clients needs and their strategic alignment
- Have Helped onboard over 200+ clients in the last 24 months, with solving problems that drive client satisfaction and smooth delivery with their analyzing the trend and competitive dynamics to go to market strategies
- I have take ownership and act with a sense of urgency, exceeding expectations by over-communicating and delivering exceptional client-centric service
- Been a part of the team that created a customer documentation signing toolkit, with process improvements for better sequencing and faster turnaround
- Coordinate with Process, underwriting and credit risk to complete client onboarding
- Time management and prioritizing the management of client portfolios.
Assistant Manager
Tri Counties Bank
03.2019 - 03.2021
- Supervised branch staff and supported employee onboarding, training coordination, and compliance monitoring.
- Ensured adherence to regulatory standards, audit requirements, and internal policies across daily operations.
- Managed employee scheduling, operational documentation, and internal reporting processes.
- Facilitated employee training initiatives and performance support programs to improve operational efficiency.
- Maintained compliance records and operational documentation in preparation for internal/external audits and partnerships.
Operations Lead
JPMorgan Chase
04.2017 - 03.2019
- Managed daily operational workflows and supervised a team of 10+ employees in a high-volume branch environment.
- Supported employee training, documentation management, and operational compliance initiatives.
- Coordinated internal operational requests and ensured timely resolution of service issues.
- Maintained strict confidentiality while handling sensitive customer and operational data.
- Improved customer service and operational efficiency through process improvements and staff development.
Insurance Consultant
Insurance Solutions & Service
Mumbai
03.2004 - 10.2015
- Advised clients on insurance policies, ensuring comprehensive coverage tailored to individual needs.
- Analyzed client data to identify risks and recommend optimal insurance solutions.
- Facilitated claims processing, collaborating with stakeholders to expedite resolutions.
- Developed and delivered training sessions for new consultants on industry best practices.
Education
Bachelor of Commerce - Economics And Accounting
Mumbai University
Mumbai01-2003
Skills
- People Operations Support
- Consultative Sales
- Operational Compliance & Documentation
- Portfolio Management
- Policy Implementation & Governance
- Onboarding
- Time Management
- Workflow Improvement
- Compliance Operations
- Cross-Functional Stakeholder Collaboration
Certification
Certified SAFe 5 Scrum Master, Scaled Agile Inc, USA
Timeline
Project Coordinator
Agama Solutions
04.2022 - 03.2024
Relationship Advisor
Coretech inc, on contract for SVB (Private Bank)
03.2021 - 03.2022
Assistant Manager
Tri Counties Bank
03.2019 - 03.2021
Operations Lead
JPMorgan Chase
04.2017 - 03.2019
Insurance Consultant
Insurance Solutions & Service
03.2004 - 10.2015
Bachelor of Commerce - Economics And Accounting
Mumbai University