Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
PERSONAL DEMOGRAPHICS
Generic

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.U
01-2010

Higher Secondary Board of Examination - Accounting And Finance

National High School (for Boys)
Kolkata
01-2007

Secondary Board of Examination -

Andhra Association School
Kolkata, India
01-2005

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

Hiking

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

Akash SinghWealth Executive