Amit Kumar Singh Email & Phone Number

Pune, Maharashtra, India

• Payment Processing Expert: I manage end-to-end payments for corporate action event processing, income event processing, and proxy functions, ensuring precision and timeliness.• Reconciliation Specialist: I oversee the reconciliation of accounts between statements and ledgers for cash and stock, maintaining financial accuracy.• Operational Efficiency Champion: My dedication to facilitating prompt resolution of post-payment breaks has resulted in improved operational efficiency, making… Show more • Payment Processing Expert: I manage end-to-end payments for corporate action event processing, income event processing, and proxy functions, ensuring precision and timeliness.• Reconciliation Specialist: I oversee the reconciliation of accounts between statements and ledgers for cash and stock, maintaining financial accuracy.• Operational Efficiency Champion: My dedication to facilitating prompt resolution of post-payment breaks has resulted in improved operational efficiency, making our processes more streamlined.• Business Continuity Leader: I've played a pivotal role in driving transformative initiatives to bolster operational resilience and ensure business continuity in challenging scenarios.• Compliance and Audit Maestro: I've successfully led and navigated various audits, ensuring strict compliance with industry standards and regulatory requirements.• Team Leadership: As a leader, I manage a team of over 135 professionals, overseeing training, onboarding, resource allocation, delivery, performance evaluations, and mentoring to build a high-performing team.• Client Collaboration: I collaborate closely with client partners to enhance processes, implement controls, and drive efficiency and scalability, positioning myself as a strategic partner dedicated to goal achievement.• Client Relationship Builder: My ability to develop strong client relationships has enabled me to effectively manage client escalations, implement mitigation strategies, and establish preventive measures for future escalations.• Knowledge Management Advocate: I actively promote knowledge management by facilitating the sharing of process insights and best practices across teams, contributing to our collective growth and learning. Show less

Pune Area, India

• Strategic Planning: I've developed and executed strategic plans for corporate action operations, aligning them with overall business objectives and regulatory requirements.• End-to-End Oversight: With a keen eye for detail, I've overseen the end-to-end processing of corporate actions, ensuring accuracy, timeliness, and compliance with industry standards and regulations.• Client Engagement: My client-centric approach involves engaging with clients to address inquiries, provide insights… Show more • Strategic Planning: I've developed and executed strategic plans for corporate action operations, aligning them with overall business objectives and regulatory requirements.• End-to-End Oversight: With a keen eye for detail, I've overseen the end-to-end processing of corporate actions, ensuring accuracy, timeliness, and compliance with industry standards and regulations.• Client Engagement: My client-centric approach involves engaging with clients to address inquiries, provide insights on corporate action processing, and build strong client relationships through effective communication and support.• Team Leadership: As a manager, I successfully led the asset management team and corporate action notification functions, ensuring efficient and accurate notification to clients in the US, Canada, and Latin America markets.• Revenue Generation: I've consistently maintained an average monthly revenue of INR 40,00,000 through effective account management.• Efficiency Enhancement: I improved delivery efficiency from 98% to 100% for semi-critical to non-critical event notifications, significantly reducing turnaround time.• Client Satisfaction: My strategic approach to addressing service failures for a Fortune 500 premium client resulted in increased customer satisfaction and revenue.• Process Improvement: I developed a comprehensive plan to ensure defect-free delivery, enhancing the client experience and preventing escalations related to event notification accuracy.• Adaptability: During challenging times, such as the pandemic, I effectively coordinated with various departments, vendors, and employees, enabling efficient remote work and uninterrupted delivery.• Recognized Excellence: I was recognized for exceptional performance and received the "Take a Bow" award for maintaining zero impact on delivery during the early stages of the work-from-home transition. Show less

Pune, Maharashtra, India

● Payment Processing Expert: I'm responsible for end-to-end payment processing operations, overseeing the validation, authorization, and execution of payments for various financial transactions.● Team Leadership: I led a team of 165 employees in Pune and Chennai, managing the transfer agency functions, which involve handling investor and shareholder transactions such as purchases, redemptions, transfers, and account maintenance.● Cost Savings Champion: I consistently exceeded annual… Show more ● Payment Processing Expert: I'm responsible for end-to-end payment processing operations, overseeing the validation, authorization, and execution of payments for various financial transactions.● Team Leadership: I led a team of 165 employees in Pune and Chennai, managing the transfer agency functions, which involve handling investor and shareholder transactions such as purchases, redemptions, transfers, and account maintenance.● Cost Savings Champion: I consistently exceeded annual savings targets, achieving a remarkable $248K in savings through the implementation of 13 innovative ideas over a 4-year period. This marked a substantial increase from the previous average of $20K before my tenure.● High-Performance Culture Advocate: I devised and executed an incentive structure to cultivate and incentivize a high-performance culture within the team, driving excellence and results. Show less

Vadodara, Gujarat, India

• Successfully managed the "Janoge toh Manoge" project for Birla Sunlife Asset Management, displaying strong project management and strategic planning skills

Vadodara, Gujarat, India

- Managed Service delivery of Outbound & E-mail & Query Resolution Desk at Contact Centre of Birla Sun life Mutual Fund. Process strength 63 members.- Co-ordinates with Transfer agent on investor issues & complaint to provide timely resolutions - Setting out the mechanism for efficient MIS reporting and ensuring timely publication of such reports to all stakeholders for business review. - Coordinating with PAN India Branch CREs for service and sales related… Show more - Managed Service delivery of Outbound & E-mail & Query Resolution Desk at Contact Centre of Birla Sun life Mutual Fund. Process strength 63 members.- Co-ordinates with Transfer agent on investor issues & complaint to provide timely resolutions - Setting out the mechanism for efficient MIS reporting and ensuring timely publication of such reports to all stakeholders for business review. - Coordinating with PAN India Branch CREs for service and sales related transactions.- Supporting AMC Branch CREs in achieving their monthly business win back target.- Helping investor with mutual fund investments by providing latest news and updated information on capital market and stock performance.- Providing information on various mutual funds and their performance in comparison to benchmark.- Maintain Quality and Accuracy of services as per SLA.- Gauge knowledge of executives & achieve Test scores as per SLA.- Charting career growth plan for team members and responsible to achieve retention target.- Real time Management–Break management, Service Level Management, Real time monitoring.- Provide and deliver training sessions for team members for NISM (Mutual Fund) Certification. Show less

Pune, Maharashtra, India

Primary Accountabilities: - Servicing the entire post-trade continuum of Investment Managers in US Timings (real time processing).- Handling Trade Processing, Trade Affirmation, Custodian Trade Notification, Trade Fail Resolution.- Reviewing and resolving trade settlement discrepancies with banks & brokers, on both domestic & international securities & coordinating with the custodian banks to ensure timely settlement of trades.- Managing trade confirmation process… Show more Primary Accountabilities: - Servicing the entire post-trade continuum of Investment Managers in US Timings (real time processing).- Handling Trade Processing, Trade Affirmation, Custodian Trade Notification, Trade Fail Resolution.- Reviewing and resolving trade settlement discrepancies with banks & brokers, on both domestic & international securities & coordinating with the custodian banks to ensure timely settlement of trades.- Managing trade confirmation process, resolve all discrepancies identified.- Account wise trade reconciliation and matching & affirmation with IM, brokers, custodians etc.- Mentoring and assisting new hires with training and identifying training needs within the team. - Set Goals and Objectives, analyse training needs, draft learning paths and monitor the progression of team members on development plan.- Acting as first point of contact for Onshore Team, Fund Companies, affiliates and corporate customers in US Market. - Responsible for evaluating the team member’s job performance on a semi annual basis.- Ensuring availability and maintenance of supporting documentation, checklists & control lists as required for the Audit, procedures & to ensure on-going service and delivery according to agreed SLA & KPI.- Monitoring overall functioning of processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction level. - Creating & implementing workflows to facilitate structured support in all areas and issues. - Sending reports to the top management and maintaining the agreed SLA & thereby focusing on maximizing customer experience while optimizing costs.- Effective Management of Customer Relation Operations and ensuring maximum Customer Satisfaction by providing timely clarification of queries. - Interacting & developing rapport with all external / internal constituents of client at all levels; for maximum client retention and achievement of service revenues. Show less

Pune, Maharashtra, India

Pune, Maharashtra, India

Pune, Maharashtra, India

- Researching for the E P S Data for companies listed on NYSE, NASDAQ, AMEX, WSJ and TSX on company websites and analyzing, reconciling the figures in GAAP and Non GAAP. Updating the reconciled data in client database.- Researching for the dividend announcements for securities listed on NYSE, NASDAQ, AMEX, WSJ and TSX on company websites.- Going through the newswires of listed companies and checking out their press releases by … Show more - Researching for the E P S Data for companies listed on NYSE, NASDAQ, AMEX, WSJ and TSX on company websites and analyzing, reconciling the figures in GAAP and Non GAAP. Updating the reconciled data in client database.- Researching for the dividend announcements for securities listed on NYSE, NASDAQ, AMEX, WSJ and TSX on company websites.- Going through the newswires of listed companies and checking out their press releases by researching on the companies’ websites.- Going through the EDGAR PRO of listed companies and checking out The Statutory Filings with SEC by researching on the financial websites. Show less

Master Of Business Administration (Mba), Finance

Activities and Societies: Business Case Presentation

Bachelor Of Commerce - Bcom, Business/Commerce, General