Vijayashree Balakrishna

CEO

Bengaluru, Karnataka, India11 yrs 4 mos experience
Highly StableAI Enabled

Key Highlights

  • Expert in operational transformation and governance frameworks.
  • Proven track record in leading cross-regional business initiatives.
  • Strong focus on enhancing client experience and operational efficiency.
Stackforce AI infers this person is a strategic leader in Financial Services with expertise in operational excellence and client management.

Contact

Skills

Core Skills

Business ManagementOperational TransformationClient Experience StrategyClient Data ManagementStrategic InitiativesOperational ManagementClaims ManagementLoan Operations

Other Skills

Analytical SkillsBusiness AnalysisCommunicationData AnalysisExecutive ManagementLeadershipFinancial AnalysisManagementProject ManagementRisk ManagementTeam ManagementTeamworkResearchProcess OptimizationAI Adoption

About

I lead business execution with a strategic, enterprise lens — building operating foundations that enable Wealth & Investment Management organizations to scale with discipline, strong governance, and client focus. My work sits at the intersection of strategy, risk, and execution, translating complex priorities into scalable operating models that drive efficiency, strengthen controls, and enhance client outcomes. I lead cross-regional business management and transformation initiatives across global teams, partnering closely with senior leadership to deliver operational excellence and sustainable growth. Core focus areas: • Enterprise governance and business management frameworks • Operational transformation, automation, and AI adoption • Client experience strategy and process optimization • Global program delivery and strategic initiatives • Building high-performing teams and strong stakeholder partnerships I focus on one outcome: turning strategy into disciplined, scalable execution.

Experience

11 yrs 4 mos
Total Experience
2 yrs 2 mos
Average Tenure
6 mos
Current Experience

Wells fargo

Business Manager - India & Philippines | Wealth & Investment Management l Vice President

Nov 2025Present · 6 mos · Bengaluru · On-site

  • Lead Business Management activities across India and the Philippines, overseeing governance frameworks, operational controls, and regional oversight
  • Manage high-performing teams delivering strategic business outcomes and ensuring seamless execution of key initiatives
  • Drive strong senior stakeholder engagement and global collaboration to align regional priorities with enterprise objectives
  • Head Client Experience initiatives by developing client journeys and process maps to identify operational gaps and improvement opportunities
  • Assess and deploy AI-driven solutions to enhance operational efficiency and enable smarter decision-making
  • Partner closely with global teams to implement and scale strategic solutions across regions
  • Project manage deployment of transformation initiatives with a strong focus on efficiency gains, risk assessment, and sustainable delivery
Analytical SkillsBusiness AnalysisCommunicationData AnalysisExecutive ManagementLeadership+9

Goldman sachs

2 roles

Vice President

Promoted

Dec 2023Nov 2025 · 1 yr 11 mos · Bengaluru · On-site

  • Led two teams of 25 professionals, overseeing client data management operations and driving regional delivery excellence for Goldman Sachs
  • Partnered with global stakeholders to implement strategic initiatives aligned with firm-wide objectives and operational priorities
  • Strengthened cross-functional collaboration by establishing structured communication frameworks across business and operational teams
  • Built strong stakeholder relationships through governance forums, proactive engagement, and timely decision support.
  • Set clear performance and accountability standards, elevating team productivity, delivery quality, and professional development
  • Championed process optimization and risk mitigation initiatives, improving operational efficiency and strengthening data governance controls
Executive ManagementProject ManagementManagementRisk ManagementResearchTeamwork+5

Senior Associate Team Manager

Apr 2022Dec 2023 · 1 yr 8 mos · Bengaluru · On-site

  • Built and maintained strong relationships with key stakeholders and senior leadership through strategic communication and engagement
  • Managed the client onboarding function, leading team performance reviews, appraisals, and regular one-on-one development discussions
  • Implemented key risk indicators (KRIs) to strengthen process oversight, enhance operational efficiency, and support newly migrated functions
  • Led project initiatives including the establishment and management of external vendor partnerships for critical business operations
  • Coordinated training and knowledge-sharing sessions for stakeholders while proactively managing business impact escalations
  • Demonstrated leadership by successfully overseeing multiple projects and ensuring timely, high-quality delivery across teams

Jpmorgan chase & co.

Associate Manager

Jul 2021Mar 2022 · 8 mos · Bangalore Urban · Hybrid

  • Managed daily operations within the Custody Middle Office – Securities Services and Cash Payments, ensuring seamless execution of high-value transactions and operational oversight of team activities
  • Led team scheduling, operational planning, and employee lifecycle management including hiring, training, and onboarding
  • Applied functional expertise across SWIFT messaging including MT103, MT202 COV, MT910, and MT599, supporting cash and FX transfers, trades, and settlements
  • Developed an Error Analysis Tableau dashboard to provide visibility into operational risks, control effectiveness, and exception trends
  • Led the migration of Standard Operating Procedures (SOPs) into the Corpora system as part of a strategic process standardization initiative
  • Authorized high-value cash transactions while overseeing investigations, exception management, and bespoke client processes
  • Built Alteryx automation workflows to streamline reporting processes and significantly reduce manual intervention
  • Served as a Subject Matter Expert (SME) for transition wires, supporting complex operational queries and ensuring accurate processing
Executive ManagementCommunicationAnalytical SkillsOperational Management

Goldman sachs

3 roles

Senior Associate - Team Manager (Middle Office)

Mar 2021Jun 2021 · 3 mos

  • Led a team managing middle office operations for dividend claims, class actions, and financial recovery processes
  • Oversaw recovery of client entitlements within terminated investment accounts with residual balances
  • Established standardized processes to ensure accurate claims management, regulatory compliance, and timely financial recovery
  • Partnered with internal stakeholders to resolve complex account scenarios and improve recovery outcomes
  • Strengthened operational controls and governance to enhance efficiency and mitigate risk
Executive ManagementCommunicationAnalytical SkillsClaims Management

Sr Associate - Ops Specialist (Private Lending Services)

Promoted

Jan 2021Mar 2021 · 2 mos

  • Motivated and engaged team members to enhance performance and consistently achieve targeted results
  • Conducted regular one-on-one meetings to support individual development and strengthen team effectiveness
  • Developed and implemented Standard Operating Procedures (SOPs) to standardize processes and improve operational clarity
  • Established Service Level Agreements (SLAs) to drive accountability and enhance overall client experience
  • Facilitated team discussions and coordinated team meetings to promote alignment and collaboration
  • Designed training materials to strengthen team capability and support onboarding of new joiners
Executive ManagementCommunicationAnalytical SkillsOperational Management

Associate (Private Lending Services)

May 2019Jan 2021 · 1 yr 8 mos

  • Led the migration of Private Lending Services involving an international portfolio of bilateral loans from the U.S. to India
  • Established process controls and risk management frameworks to ensure operational stability and compliance
  • Managed daily work allocation and oversight across team members to maintain service efficiency
  • Authorized outgoing wire payments from loan accounts as part of loan servicing activities
  • Reviewed loan documentation shared by Legal and Lending teams to support accurate loan closings
  • Developed process workflows using the Signavio tool to strengthen operational structure
  • Identified and eliminated redundant steps within workflows to improve efficiency
  • Managed escalations by providing detailed explanations and conducting root cause analysis
  • Defined and implemented KPIs and KRIs for the international lending team to strengthen performance monitoring
Executive ManagementCommunicationAnalytical SkillsOperational Management

Northern trust corporation

2 roles

Senior Analyst (Loan Operations)

Promoted

Jan 2017May 2019 · 2 yrs 4 mos · Bengaluru · On-site

  • Prepared and managed daily EOD checklists to ensure operational accuracy and team readiness
  • Oversaw cluster management of analysts, providing guidance and operational support
  • Trained and onboarded new joiners to strengthen team capability and knowledge transfer
  • Conducted error analysis to identify gaps and improve process quality
  • Managed syndication loan activities including commitment fee calculations (revolving/non-revolving, upfront, used/unused)
  • Served as a Subject Matter Expert for loan operations, supporting complex queries and escalations
  • Drove process standardization, enhancements, and effective query management
  • Participated in and led projects, including supporting front office research requests
CommunicationAnalytical SkillsLoan Operations

Analyst (Loan Operations)

Jan 2015Dec 2016 · 1 yr 11 mos · Bengaluru · On-site

  • Managed bilateral loan account setups including new originations and renewals
  • Reviewed documentation to ensure adherence to Standard Operating Procedures and operational requirements
  • Supported commercial and mortgage loan operations across servicing activities
  • Managed deliverables within defined deadlines to ensure timely processing
  • Prepared and maintained loan amortization schedules for accurate financial tracking
CommunicationAnalytical SkillsLoan Operations

Firstsource

Customer Service Analyst

May 2009Oct 2009 · 5 mos · Bengaluru · On-site

  • Supported customer care operations for Virgin Holidays, managing escalations and resolving client queries to ensure a positive customer experience during the engagement period

Education

University at Buffalo

Master of Science - MS — Strategic management

Mar 2013Jan 2015

Amrita School of Business - Bangalore

Master of Business Administration - MBA

Jan 2013Jan 2015

University at Buffalo

Master of Science - MS

Jan 2013Jan 2015

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