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Ashita Gujral
Director - Head Client Experience & Operations at Waterfield Advisors
Professional Background
Ashita Gujral is an accomplished professional with over 16 years of extensive experience in Private Wealth and Retail Banking. Her impressive career trajectory showcases a deep understanding of Wealth Management Processes, which is accentuated by her expertise in Compliance and Regulatory frameworks. Ashita has established herself as a vital asset in providing bespoke customer service, ensuring that organizations not only meet but exceed customer expectations. Her insight into customer behavior and preferences allows her to align business operations with the demands of the modern consumer, making her a leader in enhancing customer experiences.
In her current role as the Director and Head of Client Experience & Operations at Waterfield Advisors, Ashita has harnessed her comprehensive knowledge to lead innovative projects focusing on Process Reengineering, Cost Control, System Migration, Automation, and Digitization. Her strategic vision contributes to a holistic business perspective, enabling her to significantly impact organizational objectives by streamlining operations and improving service delivery.
Education and Achievements
Ashita Gujral’s educational background laid a strong foundation for her successful career. She obtained her Bachelor of Commerce (B.Com) degree from Jesus and Mary College, affiliated with Delhi University, where she honed her understanding of commerce and finance. This was further complemented by her Post Graduate Diploma in Business Management (PGDBM) from the Symbiosis Institute of Management Studies, a prestigious institution known for nurturing leaders in management and business practices.
Throughout her career, Ashita has been recognized for her contributions to organizational performance and customer satisfaction. She has consistently pushed the envelope in her previous roles at leading financial institutions, fostering an environment that prioritizes client engagement and operational excellence.
Achievements
Ashita Gujral is known for her leadership in various high-stakes projects that have not only improved internal processes but also enhanced overall client experience at organizations she has been part of. Her previous role as Senior Vice President and Head of Customer Experience at ASK Group (ASKWA) allowed her to refine her approach to understanding client needs, paving the way for more personalized service strategies. At HSBC, where she held multiple positions including Vice President of Business Performance Management and AVP of Wealth Management, Ashita played a crucial role in integrating systems and enhancing the customer journey, reinforcing her reputation as a proactive leader in the banking sector.
Before her significant tenure at HSBC, Ashita started her career at HDFC Bank as a Relationship Manager for Preferred Banking and progressed to an Executive Trainee in Branch Banking. This early exposure provided her with critical insights into customer relationship management and the banking landscape.
Through her various roles, Ashita Gujral has demonstrated an unparalleled commitment to continual learning and growth, both personally and professionally. She is a champion of innovation in banking operations and remains dedicated to elevating the standard of customer service across the financial sector.
