Hiking
Akash Singh
Wealth Executive
Kolkata
Summary
Results-driven professional with experience in financial services, seeking an opportunity to apply analytical, customer relationship, and problem-solving skills in a dynamic organization. Eager to contribute to business success while advancing my career through continuous learning and professional development.
Overview
1
1
Language
1
1
Certification
15
15
years of professional experience
Work History
GCB 8 – Wealth Operations Executive
HSBC Electronic Data Processing India Private Limited
08.2015 - Current
- 1. Corporate Actions – Nominee
- Key responsibilities:
- Processed and reviewed all stages of corporate actions for both mandatory, voluntary and mandatory with options corporate actions.
- Interpretation of the terms and conditions of the corporate action and informing the clients.
- Matching the customers stock holding position in our records with that of the custodian holding position.
- Reconcile any cash or asset breaks.
- Processing and reviewing election instructions received from the customers and timely submission of the instruction to the custodian.
- Distribution of benefits to the customers in a timely manner.
- Review and respond to customer queries in a timely manner.
- Complete weekly and monthly corporate action status and payment reports.
- Complete various Monthly MI to be sent to the business area for the process.
- Identifying exception trades and determining the correct entitlement based on CREST rules.
- Worked on process and procedure review and ensure communication and implementation of changes effectively.
- Taken part in deployment of light automation tools.
- 2. OED deals with execution of trades for HSBC Clients.
- Key responsibilities:
- Dealing with Stocks & Shares ISA and Taxed plans, which include
- OEIC funds for HSBC & SIF Third Party funds.
- Dealing with equities for corporate clients.
- Executing market orders & limit orders as per the clients' requirement.
- Amend BRIE by correcting the incorrect deal placed.
- Deal with Order Execution department in United Kingdom to execute trades for Corporate clients.
- Request settlements for all deals & update daily valuation prices.
- 3. Database & Corporate actions static.
- Key responsibilities:
- Dealing with setup of Stock on HUB so timely corporate actions can be executed.
- Amending and updating the prices of shares based on the changes in the markets
Wealth Executive
Genpact
01.2011 - 04.2012
- Outlined core duties.
- 1) Setting up daily targets for the team.
- 2) Looking after the achievement of daily targets.
- 3) Participating in other critical activities ultimately resulting in quick processing of invoices.
- 4) Providing update on EOD basis to the Managers.
Education
B. Com - Accounts & Finance (Hons.)
Heramba Chandra college
C.U01-2010
Higher Secondary Board of Examination - Accounting And Finance
National High School (for Boys)
Kolkata01-2007
Secondary Board of Examination -
Andhra Association School
Kolkata, India01-2005
Skills
» Risk Management Meeting Pack Preparation
» Audit Requirement Handling
» Documentation Handling
» Quality Control
» Experience in operations
» Strong oral & wriiten communications skills
» Mentoring / Coaching
» Strong mainframe skills (TLM, HUB, WGHSS, BMM)
» Performance analysis skills
» Certification in advance excel
Accomplishments
Have been awarded ace of the month multiple times.
Appreciated by Business area on many occasions.
Certification
Professional Certificate Program in Data Analytics & Generative AI
Interests
Gyming
Listening music
Gaming
Timeline
Professional Certificate Program in Data Analytics & Generative AI
06-2026
GCB 8 – Wealth Operations Executive
HSBC Electronic Data Processing India Private Limited
08.2015 - Current
Wealth Executive
Genpact
01.2011 - 04.2012
B. Com - Accounts & Finance (Hons.)
Heramba Chandra college
Higher Secondary Board of Examination - Accounting And Finance
National High School (for Boys)
Secondary Board of Examination -
Andhra Association School
PERSONAL DEMOGRAPHICS
Father’s Name: Suresh Prasad Singh Address: 115 A Rash Behari Avenue, Kolkata – 700 029
I hereby declare that all the data furnished above are true to the best of my knowledge. Regards, Akash Singh