Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Hobbies
Profile Summary
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R Arun Kumar Sarma

R Arun Kumar Sarma

Bengaluru,India

Summary

Achievement-driven and Six Sigma certified professional with a proven track record of driving business growth in dynamic environments. Expertise in Client Relationship Management, Operations Management, Project Management, Strategic Planning, and Transition Management. Demonstrated success in leading cross-functional teams and delivering comprehensive solutions that enhance operational efficiency.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Delivery Manager

Fidelity Investments
11.2024 - Current
  • Leading a team of 17 associates in Money-In operations and reconciliation function
  • Monitoring overall functioning of the process, identifying risk areas, implementing and governing the controls to mitigate risks and ensuring all the quality targets are met.
  • Led Service Model meetings by sharing my expertise in processing enhancement, business planning and inventory management.
  • Led MBR and QBR meetings where I have analyzed team's performance and identified areas of improvement to drive better results.
  • Groomed the associates by bringing in enthusiasm and changed their perspective towards work thereby enabling them to perform to their full potential.
  • Being one of the squad members in process enhancement, played a vital role in reviewing and modifying ABL procedure which resulted in error reduction in checks space.
  • Currently working in business transition where I have recommended and implemented action plans ensuring smooth movement of 85% of work from India to U.S.


Highlights:


  • Formed a focus group to bring down the aged xtrac and disc lines inventory which resulted in 50% reduction of Sox Disc lines in 2025.
  • Governed strong operational controls which minimized loss and errors thereby exceeding the quality target for the last four quarters.

Senior Manager Operations

Fidelity Information Services
03.2022 - 11.2024
  • Led a successful team of 45+ associates across multiple functions like Money-In, Money-Out, Indexing, Corrections, Conversions, CIM-Tech and Fulfillment.
  • Led cross-functional teams to achieve project milestones and deliver high-quality results.
  • Managed budgetary allocations and resource planning for multiple concurrent projects.
  • Implemented process improvements that reduced turnaround times and optimized workflows.
  • Had a great partner connect by calibrating with onshore partners on a weekly basis to discuss and enhance the process model wherever needed.
  • Timely enhancement of business unit cost center and billing the same to the client.
  • Governed transition tracker for various functions to ensure seamless transition and business continuity.

Highlights:


  • Led the team with successful transition of various functions since the contract was signed in India in Q1'22.
  • Expanded the team from 12 associated to 85+ associates in 2.5 years' time frame in record-keeping space.
  • Awarded with project bonus and YEI for leading multiple UAT testing in Workflow (AWD) and recordkeeping system (Omni).
  • Achieved the best client satisfaction score in the last 5 years by delivering the best and exceeded quality scores.

Assistant Manager

Empower Retirement
06.2015 - 03.2022
  • Leading a team of 25 associates in the back-office operations and reconciliation of Empower's record-keeping Business
  • Managing the growth and success of the team; coordinating activities that affect operational decisions and business requirements.
  • Monitoring overall functioning of the processes, identifying improvement areas and implementing adequate control measures to maximize customer satisfaction level and achieve business goals
  • Managed project timelines, ensuring deadlines were consistently met across teams.
  • Engineering innovative solutions to provide efficient and high-quality service to the end customers

Highlights:

  • Played a major part in global projects which helped in automating the process and removing non-value add work which resulted in a productivity gain of 5 FTEs
  • Worked on error reduction project by applying DMAIC methodology and bought down the error rate by 30%.
  • Participated in various testing pertaining to workflow migration and recordkeeping system enhancement.
  • Being a part of the pilot batch in Empower India, I played a key role in migrating business from J.P. Morgan to Empower by analyzing two different platforms and providing solutions which helped in smooth transition

Senior Associate

Fidelity Investments
05.2012 - 05.2015
  • Worked as a part of the Money-In transaction processing team ensuring timely completion of all record keeping tasks related to the deposit of money into the client's account
  • Being a process SME trained the new resources and monitored their performance during the ramp phase
  • Preparation of root cause analysis of the errors using lean methodology

Education

B.com -

Gurunanak College of Arts and Science
Chennai
05.2012

Skills

  • Collaborative leadership
  • Transition Management
  • Project Management
  • Operations Management
  • Data Analysis
  • Agile Methodology
  • Client Relationship Management
  • Performance Management
  • Communication Skills
  • Stakeholder Management
  • User Acceptance Testing

Certification

Six Sigma Green Belt, Indian Statistical Institute

May 2017


American Society of Pension Professionals & Actuaries, ASSPA

Jan 2022

Languages

English
Tamil
Hindi
Kannada

Timeline

Senior Delivery Manager

Fidelity Investments
11.2024 - Current

Senior Manager Operations

Fidelity Information Services
03.2022 - 11.2024

Assistant Manager

Empower Retirement
06.2015 - 03.2022

Senior Associate

Fidelity Investments
05.2012 - 05.2015

B.com -

Gurunanak College of Arts and Science

Hobbies

Formed a focus group to bring down the aged

Profile Summary

  • A competent professional with 13.5 years of experience in Operations Management, Project Management, Transition Management, Quality Management, Process Management and People Management included
  • Expertise at managing & leading teams for running successful process operations & experience of developing procedures, service standards for business excellence
  • Ensured that the process surpasses achievement of delivery & service quality norms for all valuable clients
  • Determined staffing requirements, conducted interviews, hired and trained new employees, and supervised those personnel processes
  • Track record of establishing processes, SOP, streamlining workflow and creating teamwork environment to enhance productivity inventively
  • Skilled at assembling the escalation management team which includes the incident owner, problem owner, and other professionals in the specified area of expertise
  • Collaborated with Project Teams by working in JIRA stories, UAT and load testing for implementing new workflows, match rule set-up, etc.
  • Exhibited skills in team supervision and relationship management as well as exceptional communication capabilities to cut across the organizational levels and accomplish targets