Sumit Das

Sumit Das Email and Phone Number

Co-Founder @ Andhra Pradesh, India
Andhra Pradesh, India
Sumit Das's Location
West Godavari, Andhra Pradesh, India, India
Sumit Das's Contact Details
About Sumit Das

A competent professional with 11+ years of experience in Transfer Agency, Investment Banking, Corporate Actions and Wealth Management.An out-of-the-box thinker with a proven track record of establishing processes SOPs, streamlining workflow and creating a teamwork environment to enhance productivity innovatively.Well versed with Transfer Agency, Hedge Fund & Mutual Fund backend operations, Corporate Actions – Income processing (Accounts payable & receivable), Coupon/Dividend payment, Trade Settlements and Confirmation through Online Platform like DTCC, Bloomberg, etc. Excellent interpersonal skills with problem-solving, logical thinking and analytical abilities.

Sumit Das's Current Company Details
VistaCore Properties LLP

Vistacore Properties Llp

Co-Founder
Andhra Pradesh, India
Sumit Das Work Experience Details
  • Vistacore Properties Llp
    Co-Founder
    Vistacore Properties Llp
    Andhra Pradesh, India
  • Vydabricks Real Estate Llp
    Director
    Vydabricks Real Estate Llp Dec 2023 - Present
    Hyderabad, Telangana, India
    We provide consulting service for real estate properties in India & UAE and cater to HNI & uHNI investors.
  • Kfin Technologies Ltd.
    Operations Manager
    Kfin Technologies Ltd. Apr 2023 - Dec 2023
    Hyderabad Area, India
  • Kfin Technologies Ltd.
    Deputy Manager
    Kfin Technologies Ltd. Nov 2019 - Mar 2023
    Hyderabad Area, India
    Kfintech is India's largest RTA service provider managing more than a lac transactions in a month. I am managing AIF business of 10 big Mutual Fund houses, where my work includes complying with SEBI guidelines and following due diligence in transactions related to new folio allotment, additional purchases, redemption, Switches, non commercial transactions like Transfers, Transmission, Change in static data, Nominee correction etc.I am managing a team of 10 associates where I manage daily work volume, allocation of work, maintenance of SOP, due diligence, adherence to SEBI guidelines and following regulatory rules & regulations with respect to transactions.
  • Wipro Digital Operations And Platforms
    Operations Team Lead
    Wipro Digital Operations And Platforms Nov 2017 - Jun 2019
    Hyderabad Area, India
    Process - Corporate Actions Income Processing -Claims Dept.Key work areas: I managed a team of 18 associates. Conducting DPMs, assessing BAU, SLA, allocating tasks to staff and ensuring the performance of the staff is of a high standard.Managing absenteeism, backlog filling by cross-training and organizing holidays.Conducting monthly 1 on 1 to discuss performance and provide feedback. Conducted annual appraisals by reviewing year performance and providing feedback to management.Supervise auditing of establishments, and determine the scope of investigation required.Examine records and audit documents to ensure we are following as per the SOP.Provide statistical and performance feedback and coaching on a regular basis for each team member. Write and administer performance reviews for skill improvement.Provide support for fellow team members by providing appropriate coaching, counseling, direction, and resolution.Ensure fellow employees have appropriate training and other resources to perform their job.Respond to and resolve client issues.Share continual responsibility and ensuring claims are handled efficiently and effectively.Establish work procedures and processes that support company and departmental standards, procedures and strategic directives.Communicate with upper management regarding department or employee concerns.Worked with the RPA team (Robotic Process Automation) for the development of macros which resulted in a 30% decrease in manual errors.
  • Wipro Digital Operations And Platforms
    Senior Analyst
    Wipro Digital Operations And Platforms Apr 2014 - Oct 2017
    Hyderabad Area, India
    Process - Corporate Actions Income Processing -Claims Dept.Work includes conducting market research on bonds and releasing interest payment and maturity payouts. We processed a monthly volume of 8000 events and corporate action events of approx 5 events in a month. Reconciling missed and imbalanced events by sending queries to agents, sending & honoring claims. Reconciling NOSTROS and sending SWIFT messages.Key work areas: Allocating tasks to staff and ensuring the performance of the staff is of a high standard.I prepared MIS reports on team performance, SOP updations and dashboard Reports for client calls.I was part of the UAT team in the development of new applications
  • Genpact
    Process Developer
    Genpact Jul 2010 - Apr 2014
    Hyderabad Area, India
    Process: Dividends Processing• Work included researching & releasing dividends in a timely manner to the clients of Wells Fargo Securities.• Communicating with clients/branches/Financial Advisors through e-mail/phone and acknowledging all the queries within TAT.• Preparing and maintaining the weekly & monthly Dashboards, RCA reports, Referral Trackers, Day end reports and updating SOP with changes & exceptions.• Training & Cross-training the new hires/ existing team members & mentoring them.
  • Genpact
    Process Associate
    Genpact Apr 2008 - Jul 2010
    Gurgaon, India
    Process: ACATS – Automated Customer Account Transfer System• Responsible for reconciling the accounts after the full transfer takes place. To ensure that all rectifying entries are posted to ensure both accounts is in balance.• Our work included researching the reason for short or debit in the client’s account during the time of transfer from one brokerage firm to another and also sending claims to other firms and honoring claim received from other firms by sending them cash/shares through checks, wire, ACATS etc.• Ensuring a follow-up on the claims submitted to help ensure all claims are honored.• Communicating with clients/branches/Financial Advisors through e-mail/phone and acknowledging all the queries within TAT.• Preparing and maintaining the weekly & monthly Dashboards, RCA reports, Referral Trackers, Day end reports and updating SOP with changes & exceptions.• Training & Cross-training the new hires/ existing team members & mentoring them

Sumit Das Skills

Investment Management Financial Analysis Data Analysis Mis Analysis Management Finance Team Management Transition Management Vendor Management Business Analysis Lotus Notes Invoicing Relationship Management Powerpoint Outsourcing Training Performance Management Bpo Process Improvement Employee Engagement Crm Customer Service

Sumit Das Education Details

Frequently Asked Questions about Sumit Das

What company does Sumit Das work for?

Sumit Das works for Vistacore Properties Llp

What is Sumit Das's role at the current company?

Sumit Das's current role is Co-Founder.

What is Sumit Das's email address?

Sumit Das's email address is su****@****il.comm

What schools did Sumit Das attend?

Sumit Das attended International School Of Engineering (Insofe), Lucknow University, Lucknow, Lucknow University, St. Teresa's Day School.

What are some of Sumit Das's interests?

Sumit Das has interest in Swimming, Reading Financial Notes And Columns, Badminton.

What skills is Sumit Das known for?

Sumit Das has skills like Investment Management, Financial Analysis, Data Analysis, Mis, Analysis, Management, Finance, Team Management, Transition Management, Vendor Management, Business Analysis, Lotus Notes.

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