Rochelle Dix

Project Manager Financial Services @Isio

Royal Leamington Spa, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2026 — Present

Project Manager Financial Services @Isio

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Project Manger for Isio managing Pension Pioneering project. Working with stakeholders in Belfast, London and Birmingham. Managing the transformation of client delivery by replacing manual processes with digitally enabled, centralised and AI powered operating model that improves efficiency, scalability and margins.

EDUCATION

N/A

APM

Foundation level

N/A

CII

Certificate in Mortgage Advice

N/A

Prince2 Practitioner

Foundation & Practitioner level Accredited

1999 — 2003

Coventry University

Bachelor's Degree, Business Administration

N/A

Lean

Foundation level Accredited

N/A

ITIL

Foundation level

N/A

CII

Diploma, Financial Planning and Services

SKILLS

Portfolio ManagementLoansCross SellingPerformance ManagementFinancial ServicesItilRetail BankingResource ManagementProgramme DeliveryCoachingCreditGovernanceBusiness Process ImprovementProject DeliveryBusiness TransformationBankingBusiness AnalysisRisk ManagementTeam ManagementRelationship ManagementManagementProject Portfolio ManagementCredit CardsFinancial RiskCore BankingStakeholder ManagementFinancial PlanningChange ManagementPmoAmlLeadership

ABOUT ROCHELLE DIX

An experienced Financial Services and Insurance Industry Project Manager, member of CII and Prince2 Practitioner qualified who is highly goal and achievement-orientated with over 30 years experience in UK Consumer, International Retail banking and the Insurance businesses. Highly credible and personable with a proven track record in both agile and waterfall Project Management and Sales/Service Management having delivered through positive engagement with both internal and third party suppliers. BA in Business Administration, Diploma in Financial Planning, ITIL qualified, Prince2 Practitioner level qualified. • Motivated self-starter noted for infectious enthusiasm.• Excellent communication skills face to face, on the phone and in written format.• Possesses strong influencing and interpersonal skills, with proven ability to form good relationships with colleagues and customers at all levels. • M’soft Office suite: Word, Excel, PowerPoint and internal systems.• BA in Business Administration, Prince2 Practitioner, ITIL qualified, CII – Diploma in Financial Planning, CII - Certificate in Life & Pensions, CII - FPC 1 2 & 3, CII - Certificate in Mortgage Advice, Certificate of Lean Competency, Certificate in Coaching Practitioner.

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Rochelle Dix — Project Manager Financial Services at Isio in Royal Leamington Spa, GB | Unifers