Rajat Bajpai

Analyst @JPMorganChase

Bengaluru, IN

As part of the Private Banking Operations team within Asset & Wealth Management, I specialize in executing and reconciling residual payments related to deceased client accounts across multiple asset classes — equities, bonds, and mutual funds.Key contributions include:• Spearheading end-to-end disbursement processing via ACH, journal entries, and physical checks with strict adherence to audit protocols.• Leading process automation projects in collaboration with the technology team, resulting in a 25% improvement in operational efficiency.• Partnering with legal and policy teams to resolve complex client queries while aligning workflows with compliance standards.• Performing final quality checks for critical transactions and ensuring regulatory, documentation, and control compliance.• Delivering high-touch service to beneficiaries, balancing empathy with policy enforcement during sensitive transitions.This role has strengthened my skills in private banking operations, interdepartmental coordination, and client-centric service delivery in a global banking environment.

Chatrapati Sahuji Maharaj Kanpur University, Kanpur

Bachelor of Commerce - BCom