Vikram Varma

About Vikram Varma

I have ~ 29 years of diverse experience across industries including sales, technical support, banking and financial services and e-commerce, majority of which have been in senior leadership roles. I have a track record of delivering major global strategic initiatives and am well versed with Project, Product, Process and Change management. I have had the privilege of leading large and diverse cross border multicultural teams and am experienced in dealing with external management consulting firms, and maintain a healthy relationship with senior stake holders.I have strong focus on project governance, reporting, budgets, and controls. I am passionate about leading and participating in corporate social responsibility initiatives and am a strong advocate of Diversity and Inclusion and improving overall employee experience. I am an extreme sports enthusiast and am a PADI Open Water Diver, trekked to the Mount Everest Base camp and have completed the C2 category of the United States Parachute Associate Accelerated Free Fall, sky diving

Experience

1. Director Operations Shared Services Corporate and Investment Banking

   Wells Fargo

   Feb 2023 — Present · Hyderabad, IN

   Shared Services Operations supports Global Markets Business across client onboarding, CDD, regulatory documentation and approvals, customer tax withholding and reporting, statement and confirm management, account and product data lifecycle management, and safekeeping client service. Major themes include data quality and stewardship, advancing compliance capabilities, onboarding scalability, automation, business enablement and growth, client service improvements, and vendor management.Approval to Transact: Approval to Transact provides lifecycle support for account regulatory adherence including pre and post trade regulatory due diligence checks, client outreach, quality assurance checks, fraud prevention through standard settlement instruction callbacks, remediation, and regulatory surveillance.Client Data & Onboarding: The group provides end-to-end onboarding and data governance across Client Facilitation, Client Due Diligence, Client Account Setup and Maintenance. Client Services: The team supports regulatory mailing, client service support for customer inquiries, and safekeeping services such as pledging, & third party trading. Data Integrity & Strategy Output Management: The group drives data quality management through data analysis, data expertise, data extracts and reporting, risk framework uplift, and standardization of reporting and analytics. Output Management includes oversight of FINRA regulated confirmations and statements, acting as a liaison between Wells Fargo and third-party vendors to ensure that documents are generated and delivered within SLA. Product Data: The team is responsible for the set up, lifecycle maintenance, and data stewardship of financial products/instrumentsTax Operations: The team ensures that CIB is compliant with the Global Tax Information Reporting Policy and Internal Revenue Service (IRS) regulations for tax form validation and withholding calculations.

Education

• Osmania University, Hyderabad

  Bachelor of Commerce (B.Com.), Cost and Tax Accountancy , Statistics , Commerce

  1992 — 1995

• The Hyderabad Public School, Begumpet

  Commerce, History , Tax Accountacy

  1978 — 1992

Skills

• Call Centers
• Multi-Site Team Management
• Management
• Service Delivery
• Business Analysis
• Banking
• Risk Management
• Team Management
• Strategy
• Call Center
• Email Support
• Process Improvement
• Relationship Management
• Relationship Mgmt
• Business Strategy Formulation
• Change Management
• Multinational Team Management
• Team Leadership
• Vendor Management
• Offshore Outsourcing
• Business Process Improvement
• Operations Management
• Business Strategy
• Business Process Outsourcing (Bpo)
• Change Programmes
• Leadership
• Financial Services
• Multi-Cultural Team Management
• Bpo
• Fx Options