Akhilesh SINGH
Mutual Funds Distribution
Lucknow
Work Preference
Summary
Results-driven finance and operations professional with 16+ years’ experience across lending, global operations, and investment advisory. Skilled in client relationship management, process optimization, and data-driven decision-making. Successfully transitioned from trading to mutual fund distribution, delivering client-centric wealth solutions while consistently driving growth, efficiency, and long-term value creation.
Overview
19
19
years of professional experience
2
2
Certifications
1
1
Language
Work History
Mutual Fund Distributor
Wealthy
09.2024 - Current
- New Client Accquization - Following with HNI's, Institutes and Family business to onboard them and kick-start their investment journey.
- Client-Centric Investment Advisory: Deliver goal-based mutual fund recommendations aligned with clients’ risk appetite, time horizon, and financial objectives.
- SIP & Wealth Creation Planning: Design and promote systematic investment plans (SIPs) to enable disciplined, long-term wealth creation.
- Client Acquisition & Relationship Management: Generate leads, onboard investors, and build lasting relationships through regular portfolio reviews and consistent engagement.
- Portfolio Diversification & Asset Allocation: Construct diversified portfolios across equity, debt, and hybrid funds to optimize risk-adjusted returns.
- Investor Education & Behavioral Guidance: Educate clients on market dynamics, promote disciplined investing, and help them avoid emotional decision-making.
Technical Analyst
Self Managed
01.2018 - 09.2024
Technical Analyst with expertise in chart analysis, trend identification, and indicator-based trading strategies. Skilled in interpreting price action, volume patterns, and market sentiment to identify entry and exit points. Experienced in risk management, backtesting strategies, and leveraging technical tools to support disciplined, data-driven investment decisions
Assistant Manager-Finance & Operations
SOPRASTERIA
04.2010 - 06.2017
- Managed Procure-to-Pay (P2P) operations for global clients including British Telecom, BBC, and NHS, handling 3000+ international suppliers.
- Executed end-to-end invoicing, purchase order management, and payment processing, ensuring accuracy, compliance, and adherence to SLAs.
- Analyzed supplier payment trends and invoicing data using Business Intelligence tools to improve operational efficiency and cash flow visibility.
- Identified key suppliers and supported process and technology enhancements to strengthen vendor performance and relationships.
- Monitored client and supplier feedback, resolved escalations promptly, and implemented process improvements.
- Evaluated business operations and recommended value-added solutions to address gaps and enhance efficiency.
- Ensured smooth functioning of legacy systems, minimizing disruptions and maintaining service continuity.
Loan Process Associate
Indiabulls Financial Services
10.2007 - 01.2010
- Worked as a Loan Process Associate (Operations), handling client onboarding, customer queries, escalation resolution, and coordination with branches for documentation and process completion.
Education
B.Sc. - Science
KLDAV College
Roorkee, India 04.2001 -
MBA - Finance
Sikkim Manipal University
Delhi09-2011
Skills
Client Relationship & Advisory Skills
Build trusted client relationships through personalized advice, proactive engagement, and consistent portfolio reviews aligned with financial goals
Portfolio Construction & Asset Allocation
Create diversified portfolios across asset classes, optimizing risk-return balance and adjusting allocations based on market conditions and client objectives
Risk Management & Investment Discipline
Apply disciplined investment strategies, managing risk through diversification and guiding clients to stay focused during market volatility
Financial Market Analysis
Track market trends and economic indicators to identify opportunities and support informed, timely investment decisions
Formal Communication
Deliver clear, structured communication of financial insights, enabling clients to understand strategies and make confident investment decisions
Accomplishments
- Awarded with “Pat on the Back”/”GEM” award’s in 2010, 2011, 2013, 2015 & 2016
- Recognized with STAR award for quarter Oct-Dec 2013
- Fast Tracker Annual Excellence Award 2011 & 2013
- Certified by STARS Leadership program Played a key role in reverse migration of business of client (BT) and helped technically setting up the new venture in UK
- Visited Manchester, UK to help client setting up their P2P Desk
- Named for Lloyds TSB Banking System to support their business in Chennai and special recognition by them as Emergent business Player
- Handled a team of 20 Members and responsible for their overall exposure and growth.
- Part of a Business champion group of the Organization to carry out services in case emergencies outages.
Certification
Certified by STARS Leadership program
Timeline
Mutual Funds Distribution
09-2024
Mutual Fund Distributor
Wealthy
09.2024 - Current
Technical Analyst
Self Managed
01.2018 - 09.2024
Certified by STARS Leadership program
03-2013
Assistant Manager-Finance & Operations
SOPRASTERIA
04.2010 - 06.2017
Loan Process Associate
Indiabulls Financial Services
10.2007 - 01.2010
B.Sc. - Science
KLDAV College
04.2001 -
MBA - Finance
Sikkim Manipal University
Disclaimer
I hereby certify that the above information is true with the best of my knowledge and I understand that my candidature is liable to be rejected if any part of the information is found to be false or incomplete. Date: 2024-04-26 Place: Lucknow (Akhilesh Singh)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Professional Experience
My career with these Organizations remained full of learning, opportunities and achievements. Here, I learnt the art of financial services, developed business etiquettes, people management and professionalism. The organization ensured that I was given adequate opportunities and time to build a trustworthy relationship with client and seniors which also tremendously worked in my personal growth. The continuous organizational trainings programs uplifted my personality & aptitude and I further ensured that organizational demands are fulfilled in a timely and exceptional manner.
Affiliations
- Certified by STARS Leadership program
- AMFI Mutual Funds Distribution
Languages
English
Advanced (C1)
Interests
Markets & Clients