Karan Mehra Email and Phone Number

Klovertel is a leading solutions provider in the field of Railways, Power and Telecom. We focus on putting ourselves in our customers shoes, thereby understanding the needs of our customers and providing customised solutions. Being reliable, offering robust products and timely service support is our main forte.

• Working on the UHNWI strategy for leading global Swiss private bank• Worked on the go-to market strategy for a leading global private bank• Worked on the 2017 strategy and key talent development project for a leading global bank• Was the product and services lead while working on the asset servicing strategy of leading global bank• Developedthe go-to-market strategy for the business in Europe along with the new target operating model • Worked on the liquidation of the largest financial bankruptcy for over 17 months• Formulated a macro-level Asia strategy for a leading Asset Management company. Developing a strategic vision and business plan for the way forward with clearly defined milestones.• Assisted with an independent review for a leading private bank faced with potential unauthorised FX transactions.• Supported a private banking UHNWI study for the Asian Wealth market for leading Private Bank.• Performed internal audits and assisted with MAS 610 and MAS 613 regulatory reporting for various clients around operational and financial controls. The audit involves a walkthrough of control processes to identify key risks and related controls for testing. It also included identifying control gaps and making value-adding recommendations to the clients.• Assisted in developing the private banking practice in Singapore and the 2011 Global Private Banking Survey.

Part of Management Associate Program at Royal Bank of Scotland (formerly ABN AMRO Bank N.V:) working in the Wealth Management space. My work included assisting RM’s in servicing HNWI’s, product research, he worked on a fraud investigation, improving key business processes and also worked on the Lehman Brothers Minibond case for the bank.• Due diligence and audit of client investment trades and quality control• Documented the end to end sales process for Wealth Management arm for RBS. Created a step by step work flow and checklist for all the wealth products e.g. Bonds, UT’s, Structured Notes, DCI’s, Insurance and FX.• Assisting the RM in servicing the clients and client instructions. Execution and timely completion of trades• Designing innovative strategy/procedures, project management and realization• Analyzing and enhancing existing processes and systems• Work closely with Business Managers to identify areas where process redesign/development can significantly augment efficiency, quality and customer satisfaction • Management of cross-functional projects and initiatives assigned for process improvement and enhancement of service delivery to clients.

HSBC BANK, Wealth Management – Management Trainee New Delhi, India, Jun-Aug 2007Presently working for the Wealth Management division in the Premier client segment.My tasks include:• Portfolio and wealth management services for HSBC Premier customers• Conducting and analyzing client Personal Finance Review’s• Searching investment opportunities for clients and the bank• Analysis of the Indian Stock market trends• Develop new customers• Implement HSBC world wide CRM strategy

ABN AMRO Bank N.V., Business Support Analyst Singapore, Jun- Aug 2006Worked for the Business Support division in the Consumer Client Segment. My assignment included:• Calculation and compilation of monthly sales revenue reports using “Olympics and Goldmine.”• Created work-flow charts for the proficient implementation of the existing systems and cost vs. benefit analysis of prospective systems.• Ensured swift and accurate implementation of consumer Forex, UT, Commodity and bond trading demands.• Advised clients on investment strategies particularly on the Singapore Stock Exchange.• Partook in UAT for “RM Workstation”- new MIS system for the Bank.

Microsoft Corporation, Project Intern New Delhi, India, May-July 2004Research project in the area of Private Education in India aimed towards profitability as well as social welfare• Compiled an introductory business potential analysis in the private education sector targeted • Research report resulted in potential business worth USD 86 million annually.• Conducted extensive interviews with school principals, school owners, teachers, students, vendors and policy makers in the Indian Government regarding the entry of MS in the education sector.• Report “commended” at Microsoft as it presented a thorough, fresh and ‘hands - on’ perspective in the upcoming education field in India.