Akash Singh
Hyderabad
Summary
Seasoned Lead Business Execution Consultant with a proven track record at Wells Fargo, enhancing service provider management through meticulous risk assessment and quality control. Excelled in client management and operational improvements, boosting AUM by over 10 times at HDFC Asset Management. Skilled in Investment analysis and people management, driving significant business growth and stakeholder satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Lead Business Execution Consultant – Service Provider Management
Wells Fargo
Hyderabad
05.2023 - Current
- Monitoring the activities performed by the service provider on behalf of Wells Fargo.
- Oversaw quality control to identify inconsistencies and malfunctions.
- Prepare the monthly service provider results, and highlight the risks to the business, if any.
- Collaborated with stakeholders to define project scope, objectives and deliverables.
- Reviewed existing procedures to suggest necessary improvements.
- Mentor the consultants in the team to impart knowledge regarding the developments in the service provider space.
- Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
- Maintained positive working relationship with fellow staff and management.
Area Business Head
Mahindra Insurance Brokers Ltd
Bangalore
01.2023 - 05.2023
- Consultant to corporate clients in designing the best EB and non-EB products for their organization.
- Managing revenue models, operation support, and client engagement strategies to ensure retention.
- Conducting an assessment of the current product and suggesting modifications accordingly.
- Act as an operational representative for the team to understand the voice of the client or partner in key processes or policy changes.
Lead Consultant & Channel Partnership
Plum Benefits Pvt. Ltd
Bangalore
03.2022 - 01.2023
- Helped over 200 companies in the SME segment to design the best, comprehensive employee benefits health plan.
- Onboarded 50+ channel partners to increase our touchpoints in the region and drive revenue through them.
- Educate clients and channel partners about insurance and health benefits products, the SaaS platform.
- Built and expanded the entire channel partnership team across the country, which initially was confined to Bangalore.
- Participated in continuous improvement by generating suggestions and engaging in problem-solving activities to support the P&L.
- Responsible for guiding and motivating my team for the successful accomplishment of tasks and customer excellence.
Regional Business Manager East – Bancassurance
AU Small Finance Bank
Kolkata
08.2021 - 03.2022
- Responsible for driving insurance and third-party product’s business across my region
- Managed various liability channels: sales team, service team, and providing solutions for the smooth functioning of the business.
- Kept the team trained on various products through video mailers, morning hurdles, and market updates.
- Responsible for 100% activation across branches, and encouraging the employees to qualify for various contests.
- Drove campaigns to support the overall numbers for the region.
Investment & Portfolio Manager
HDFC Asset Management Company Ltd
Kolkata
05.2017 - 08.2021
- Reviewed the investor portfolio and prepared proposals according to the risk appetite of the investors.
- Conducted market research and market analysis to guide the best asset mix for the investors, comprising equity, debt, and index funds.
- Managed assets worth over 300 crore in the mutual fund industry and was responsible for managing the relationships of more than 250 channel partners in the region.
- I am in charge of the learning and development part for my clients and stakeholders.
- Increased AUM over 10 times in the last 40 months with the organization.
- Educated people with various investor awareness programs regarding the power of compounding.
- Responsible for increasing the revenue and strengthening the relationship with the stakeholders.
Education
Post Graduate Diploma in Management (PGDM) - Marketing Management
Xavier Institute of Social Service
Ranchi01.2017
Bachelor in commerce Honors (B.com Hons) -
University of Delhi
New DelhiHigher Secondary -
Delhi public School
Bokaro Steel CitySkills
- Client Management
- Customer service
- Investment analysis
- Risk assessment
- Power BI
- Tableau
- Business Operations
- People management
Certification
- CFA Investment Foundation, CFA Institute
- NISM XA- Investment Advisor Level 1, National Institute of Securities Market
- NISM XB- Investment Advisor Level 2, National Institute of Securities Market
- IRDA- ic38, Insurance Regulatory & Development Authority of India
Accomplishments
- Awarded by HDFC Asset Co. for 200% achievement vs target in various New Fund Launches.
- Conducted market research & market analysis to guide with the best asset mix to the investors comprising of equity, debt, index funds.
- Achieved more than 80% retention of my clients across various projects managed by me till date.
- Kept the stakeholders and clients trained on regular basis regarding the changes in market i.e. investments, insurance, etc.
- Was appointed by HDFC AMC's MD to build strategies to target young investors.
- Successfully completed the transition of the process from the US to India in Wells Fargo.
Hobbies and Interests
- Travelling
- Reading
- Sports
- Health & Fitness
Languages
- English, Native or Bilingual proficiency
- Hindi, Native or Bilingual proficiency
- Bengali, Native or Bilingual proficiency
Timeline
Lead Business Execution Consultant – Service Provider Management
Wells Fargo
05.2023 - Current
Area Business Head
Mahindra Insurance Brokers Ltd
01.2023 - 05.2023
Lead Consultant & Channel Partnership
Plum Benefits Pvt. Ltd
03.2022 - 01.2023
Regional Business Manager East – Bancassurance
AU Small Finance Bank
08.2021 - 03.2022
Investment & Portfolio Manager
HDFC Asset Management Company Ltd
05.2017 - 08.2021
Post Graduate Diploma in Management (PGDM) - Marketing Management
Xavier Institute of Social Service
Bachelor in commerce Honors (B.com Hons) -
University of Delhi
Higher Secondary -
Delhi public School
Similar Profiles
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Yesenia SalgadoYesenia Salgado
Associate Personal Banker at Wells Fargo Bank, N.A.Associate Personal Banker at Wells Fargo Bank, N.A.
Sravani YelamarthiSravani Yelamarthi
Sr. Java Developer at Wells FargoSr. Java Developer at Wells Fargo
Abhiram BarikAbhiram Barik
Architect at ZscalerArchitect at Zscaler