AeroLeads people directory · profile
Surendra Singh Email & Phone Number
Vice President Operations
at
ValueQuest Investment Advisors
1 work email found
@marcellus.in
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President Operations
Location
Mumbai, Maharashtra, India
Company size
Who is Surendra Singh? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Surendra Singh is listed as Vice President Operations at ValueQuest Investment Advisors, a with 96 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at marcellus.in and a matched LinkedIn profile for Surendra Singh.
Surendra Singh previously worked as Head of Operations at Marcellus Investment Managers and Senior Manager- PMS & AIF RTA Operations at Aditya Birla Sun Life Asset Management. Surendra Singh holds Master Of Business Administration - Mba, Finance, General, 1St from Icfai Distance Education.
Company email context
Email format at ValueQuest Investment Advisors
This section adds company-level context without repeating Surendra Singh's masked contact details.
{first}@marcellus.in
86% confidence
AeroLeads found 1 current-domain work email signal for Surendra Singh. Compare company email patterns before reaching out.
Profile bio
About Surendra Singh
An Accelerated Top Performer with over 12 years of Experience in Financial Services (Customer Service & Back office Operations Management) precisely in Banking, Broking ( HNI & Wealth Management) and Portfolio Management Services. Wide Exposure in pertinent to all banking & Capital Market Trade executions, Documentations requisite & Risk Management.A highly motivated and analytical team player, possess demonstrable interpersonal and communication skills in communicating complex issues clearly and conciselySound product knowledge pertaining to Securities Operations, Treasury operations and broking Product across markets well versed with the technological needs for all these products records maintenance & Surveillance.Specialties: Wealth Management, Call N Trade, Franchisee Support, Customer Service, Quality (Lean Six Sigma BB,ISO certified Internal Auditor), CRM strategy & implementation, Training, Operations, Sales Support, Branch Coordination, Team Bonding and Employee Retention.Hands onn technical understanding in Backend requisite Software’s like: FCRM, Talisma 6.0 to 8.0.2, Finnacle, Finnone, Class Back office Software, DP Crossnet, Pradnya, Miles,Lidha Didha & Comtek.Quality Accredited Six Sigma Green Belt Certified with 2 Projects accomplished and 4 mentored addition to being a team member in 4 other MBB Projects.
Listed skills include Process Improvement, Team Management, Risk Management, Business Process Improvement, and 17 others.
Current workplace
Surendra Singh's current company
Company context helps verify the profile and gives searchers a useful next step.
Valuequest Investment Advisors
7 roles
Surendra Singh work experience
A career timeline built from the work history available for this profile.
Head Of Operations
Senior Manager- Pms & Aif Rta Operations
Managing all the transactions for PMS & AIF funds thru CAMS.Owning the PMS-Service Department for HO & BranchManaging Investor Relations Desk and R&T Function for PMS Business i.e, Equity & Real Estate PMS, VCF Funds and AIF Category I,II & III investmentKey Relations with the Distribution & Product TeamResponsible for servicing B2B and B2C channel needsProcess Improvement & Automation in area of Operations
May 2017 - Aug 2020
Manager-Pms Service & Operations
Managing a Team of Investors Services for Portfolio Management Services Products.Expertise in below Products:- Equity PMS Investments- Real Estate PMS Investments- Alternative Investment Fund- Venture Capital FundManaging the Distributor Engagement ProgramBranch Training and Development
Jun 2014 - May 2017
National Service Manager-Hni Broking & Wealth Management
Heading the Customer Service & Operations Function for Wealth Management & HNI Broking for HO & PAN India Branch customer Service.Products Baskets: -: Equity Cash & Derivatives, Currency Market and Commodities.-: MF, PMS, Bonds & debentures, Structured Product, Distressed Funds, Home Finance. Life & Gen. InsuranceTeam Responsibility:• Ensure Smooth all Wealth Product Transaction Executions• HNI Broking Back-office & Operations Handling• Structured Product Transactional & Servicing• Constructing full proof back end system, liaising with technology, products and risk • Independent co-ordination with key clients existing in the wealth division • To ensure turnaround time for service queries is best in the industry. Managerial Abilities & Project Management:• Managing 400+ Wealth Client Transactions with Total AUM of 3000 Cr corpus• Managing 3000+ HNI Broking Client for all Service needs• Handling the Structured Product Servicing for B2B & B2C Channel• Implemented Monthly KRA Score Card for all Service Managers• Designed & Developed SOP’s on 1. Wealth & HNI Broking Customer Service2. Wealth Product Transaction Processes.3. Account Opening Manual 4. Structured Product 5. New Joining On boarding & Training Manual• Pivotal Contribution in Improvement on Miles system Development• Preparing & compiling various weekly/monthly MIS reports pertaining to process, and Innovations implementation throughout the LOB
Jun 2012 - Jun 2014
Team Manager-Customer Service & Operations
Senior Manager: Customer Service/BO Operations & Risk ManagementProcesses Handled• Managing Direct Channel (Branches & Retail Clients) Service Desk• Indirect Channel Business Customer Service Desk through;1. Customer Service Voice Process2. Customer Service Non-Voice Process3. Customer Communications thru Chat Software4. Integrated Voice System• Risk Management Desk• Call N Trade Advisory Desk for Online Trading Clients• CIP ProcessKey ResponsibilitiesManage Inbound Call CentreEnsure to Respond Customer queries received thru emails within TATAdherence of all SLA:1. Control Call Abundancy2. Email TAT3. Quality assurance with zero COC4. Chat Request TAT5. AHT Monitoring6. Escalation ManagementEnsure CSAT is achieved by every CSRRelationship management with Good Net worth ClientsControl the Volumes to analysisTraining Requirements of Business partnersProcess Improvement is continuously scaledManagerial Abilities & Other Ideations• Managing the Team size of 80 Executives and 5 manager• Managing 900+ Sub broker PAN India with all Support functions• Have led the several New software automation process like;o Drishti (Voice dialer) Integration Customer Service Desko Talisma 6.0 Integration at Entire HO levelo New CRM Web Based software launched and Roll out (Non Voice)• Launched a New Chat software for PAN India Customers• Created the Screen based Dashboard to Monitor Online abundancyQuality Achievements• Six Sigma Green Belt Certified with 1 Project Accomplish and have mentored 4 other GB Projects.• Been a part of awarding Team of 2 Best Black Belt Six sigma project• Designed the Email processing guide to ensure standardization and quality email communication to all the clients.• Designed the email monitoring parameter sheet for internal employees.• Developed several others micro Automation in to the system to maximize employee efficiency.
Sep 2007 - Jun 2012
Senior Officer-
Customer Service Manager: Customer Service/Senior Management Escalations/Loans & Investment OperationsProcesses Handled• Domestic Call Centre process for all Loan & Investment products• Central Email Desk for PAN India Customers• Higher Management Escalation Team• Loans Escalation and RCA team to fill Process Gaps• Email TAT• Quality assurance with zero COCManagerial Abilities & Other Ideations• Leading the Team of 12 CSR to manage entire Voice and Non-voice Processes• To Control the SLA/Metrics and ensure 100% Roster adherence• Conceiving/implementing short/long-term plans for achievement of objectives• Ensure the Reduction in volumes to Manage the Cost Centre• Interacting constantly with the client through the web (Talisma 6.0 software) with regard to various aspects such as loans disbursement, Escalation matters for assured service failure and Operational matters.• Preparing & compiling various weekly/monthly MIS reports pertaining to process, and Innovations implementation throughout the organization• Have been Integral Part in Software improvement of Finnacle FCRM with UAT Testing owner.Quality Achievements• Customer Satisfaction Index• Played a pivotal role in levying 5S and Quality Management in ICICI Bank.• Recognized as Quality Champion for consecutively for three months. • Awarded with the Sparkling Star for Innovation at work in Financial Year 2006-07 in ICICI Bank.
Dec 2005 - Sep 2007
3 education records
Surendra Singh education
Master Of Business Administration - Mba, Finance, General, 1St
Bcom, Commerce, 1St
Education record
Holy Cross High School
FAQ
Frequently asked questions about Surendra Singh
Quick answers generated from the profile data available on this page.
What company does Surendra Singh work for?
Surendra Singh works for ValueQuest Investment Advisors.
What is Surendra Singh's role at ValueQuest Investment Advisors?
Surendra Singh is listed as Vice President Operations at ValueQuest Investment Advisors.
What is Surendra Singh's email address?
AeroLeads has found 1 work email signal at @marcellus.in for Surendra Singh at ValueQuest Investment Advisors.
Where is Surendra Singh based?
Surendra Singh is based in Mumbai, Maharashtra, India while working with ValueQuest Investment Advisors.
What companies has Surendra Singh worked for?
Surendra Singh has worked for Valuequest Investment Advisors, Marcellus Investment Managers, Aditya Birla Sun Life Asset Management, Icici Prudential Amc Ltd, and Edelweiss Capital.
How can I contact Surendra Singh?
You can use AeroLeads to view verified contact signals for Surendra Singh at ValueQuest Investment Advisors, including work email, phone, and LinkedIn data when available.
What schools did Surendra Singh attend?
Surendra Singh holds Master Of Business Administration - Mba, Finance, General, 1St from Icfai Distance Education.
What skills is Surendra Singh known for?
Surendra Singh is listed with skills including Process Improvement, Team Management, Risk Management, Business Process Improvement, Portfolio Management, Leadership, Six Sigma, and Process Excellence.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Surendra Singh you were looking for.
View similar profiles
