Rohit Singh Email & Phone Number

Toronto, Ontario, Canada

As a senior representative for investment fund group of Bank of Montreal I adept at driving change management initiatives and ensuring their successful execution and sustainability. Possessing a comprehensive understanding of regulatory requirements and operational risks, I am committed to maintaining operational integrity. Proficient in utilizing software applications such as Unitrax , R-Term, and Omni App, I have a wealth of experience in processing A$M payments, executing Electronic Funds Transfers (EFT), and generating cheques efficiently. I excel in effectively communicating and collaborating with internal and external stakeholders to align with and achieve business objectives. I meticulously adhere to documented policies and procedures for the execution of day-to-day transactions, activities, and processes, ensuring compliance and operational efficiency at all times.

Toronto, Ontario, Canada

My areas of expertise were creating new investments accounts and enabling smooth transfers, including changing policies. As part of my job, I have to make sure that daily transactions which includes places trades doing transfers, switches, PAC and SWP are completed accurately according to SOP's and making sure that policies and procedures are strictly followed in order to achieve Service Level Agreements (SLAs). Apart from generating and preserving exhaustive client records for diverse fiscal undertakings, I also contribute an acute attention to detail in activities like examining and managing payouts, encompassing complex assignments like electronic fund transfers and wire transfers. I also charge fees, make unique fee schedules, and use advanced fee management tools to correct past fees, all of which help the investment operations landscape run more smoothly.

Delhi, India

Financial Services professional trained for managing vendor relationships, processing invoices, and ensuring timely payments while maintaining financial integrity. Skilled in resolving discrepancies, negotiating favorable terms, and leveraging technology for process optimization. Greeted calls with utmost courtesy and professionalism, maintaining a 95% customer satisfaction rate. Successfully resolved complex concerns, reducing escalations by 20%. Received commendations for exceptional problem-solving skills

Delhi, India

Conducted daily market research to screen actively trading and trending stocks. Followed political, economic and other financial related news in order to search for catalyst that may influence the market and shift sector rotation trend while focusing on 9,20,50 and 100 day exponential and simple moving averages

Delhi, India

As the Media Club President during my student internship, I led initiatives to enhance media-related activities, fostering a dynamic environment for fellow students. Through workshops, events, and campaigns, I provided valuable hands-on experience and networking opportunities. This role strengthened my leadership skills and deepened my understanding of media's impact on community engagement.

Postgraduate Degree, Logistics, Materials, And Supply Chain Management

Postgraduate Degree, Business, Management, Marketing, And Related Support Services

Bachelor Of Commerce - Bcom(H), Business/Commerce, General