Abhishek Bawari
Specialist (Client Account Management) @Fidelity International
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WORK HISTORY
Specialist (Client Account Management) @Fidelity International
IN
Lead the process transformation of a core asset management operations workflow, analyzing operating models, identifying inefficiencies, and deploying automation that eliminated most manual interventions while reshaping the function into a scalable, technology-driven model. • Oversee reconciliations and collections exceeding £15M across 1.2M+ client accounts, ensuring process integrity, regulatory compliance, and timely execution of wholesale rebate payments. • Deliver data-driven insights and executive-level reporting to senior stakeholders, enabling informed decisions on operational performance, risk exposure, and process enhancements. • Represent the business during external audits conducted by global audit firms, preparing technical documentation, coordinating large-scale data submissions, and ensuring alignment with international regulatory frameworks and internal control standards. • Collaborate with global technology partners on process re-engineering initiatives, raising and prioritizing system enhancements to improve efficiency, resilience, and client-centric outcomes. • Leverage AI/LLM-driven tools to extract operational intelligence, identify bottlenecks, optimize workflows, and recommend scalable automation strategies aligned with long-term business objectives. • Act as project lead in cross-functional initiatives—including audits, risk programs, and system upgrades—overseeing UAT and testing to ensure seamless adoption and stakeholder alignment. • Maintain robust risk management and compliance frameworks across Active Trading, AML, and Fraud Prevention, proactively mitigating financial risks. • Partner with Client Services to resolve complex, high-value client fee-related issues, ensuring rapid resolution, enhanced client trust, and sustainable institutional relationships.
EDUCATION
Bal Bharati Public School, Noida
High school,Commerce, Finance, Accounting and Economics
Delhi University
B.com hons, Finance, Accounting and Economics
ABOUT ABHISHEK BAWARI
Strategic finance and operations professional with expertise in process transformation, large-scale reconciliations, and regulatory compliance within asset management. Skilled in deploying automation, optimizing workflows, and delivering executive-level reporting to drive operational efficiency, strengthen risk frameworks, and improve client outcomes. Experienced in advising senior stakeholders, leading audits, and managing cross-functional initiatives while partnering with global technology teams to design scalable, resilient, and technology-driven operating models that ensure integrity, compliance, and sustainable growth.
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