Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic

Bishnu Kumar Singh

Hyderabad

Summary

Dedicated wealth management professional with a strong background in account opening and mutual fund operations. Skilled in problem-solving and maintaining compliance with regulatory standards, while consistently delivering superior customer service. Experienced in supporting team growth and ensuring high service levels in dynamic financial environments.

Overview

7
7
years of professional experience

Work History

Wealth Operation Executive Mutual Fund Investment

HSBC - Wealth service delivery
Hyderabad
09.2022 - Current
  • Maintained high service levels in compliance with group procedures by managing account activities, including opening, maintenance, and closure.
  • Facilitated smooth transactions for mutual fund accounts by resolving customer requests in adherence to HSBC's operational guidelines.
  • Implemented cross-border restrictions to ensure regulatory compliance for customer accounts.
  • Collaborated with stakeholders to deliver timely services, avoiding order placement delays
  • Exhibit ownership of the business, understand the financial impacts of the processes, and identify ways to reduce financial losses by performing monthly and daily activities with zero errors.
  • Maintain and ensure due observance of HSBC internal control standards, global standards, including the timely implementation of recommendations made by internal or external regulators.
  • Coordinating with business SR management and various stakeholders in implementing innovative ideas and projects by sharing suggestions and feedback, and making sure that they are implemented at the ground level as planned.
  • Trained new staff with a focus on-the-job training to ensure seamless knowledge transfer.

Senior Analyst - Fund Accounting

Statestreet HCL Services (INDIA) private limited
Chennai
05.2021 - 06.2022
  • Ensured comprehensive inclusion of all prices and daily valuations for holdings.
  • Executed manual price updates from designated sources and vendors
  • Cleared NAV-impacting alerts against tolerance breaches to maintain accuracy.
  • Validated NAVs based on rate of return, benchmarks, and market value changes.
  • Monitored corporate actions to ensure precise dividend reinvestment processing.
  • Posted dividend reinvestments manually, adhering to specified timelines for accuracy.
  • Updated correct and valid prices for funds of funds as necessary.

Assistant Manager

ICICI BANK LTD
Hyderabad
12.2019 - 05.2020
  • Managed customer service inquiries and complaints with efficiency and promptness.
  • Assisted customers with phone banking queries and debit card upgrades.
  • Interacted with customers to resolve issues and enhance satisfaction.

Equity Advisor

Karvy stock broking LTD
Hyderabad
02.2018 - 12.2019
  • Interacted with clients to update them on research calls, advising them on asset allocation within the portfolio, and guiding them on Buy, Sell, or Hold strategy.
  • Performing adequate research on fundamentals using various reports, results declared, and ratios, stock movements.

Education

MBA - FINANCE AND MARKETING

MVGR COLLEGE OF ENGINEERING
VIZIANAGRAM INDIA
06-2017

Skills

  • Wealth management
  • Account opening
  • Mutual funds
  • Capital markets
  • Corporate actions
  • Management skills
  • MS Excel and MS Word
  • Operations management
  • Analytical thinking
  • Problem-solving
  • Time management

Languages

Hindi
First Language
English
Advanced (C1)
C1
Telugu
Upper Intermediate (B2)
B2

Accomplishments

  • I won the monthly performance award at HSBC
  • Won the quarter performance award with KSBL

Timeline

Wealth Operation Executive Mutual Fund Investment

HSBC - Wealth service delivery
09.2022 - Current

Senior Analyst - Fund Accounting

Statestreet HCL Services (INDIA) private limited
05.2021 - 06.2022

Assistant Manager

ICICI BANK LTD
12.2019 - 05.2020

Equity Advisor

Karvy stock broking LTD
02.2018 - 12.2019

MBA - FINANCE AND MARKETING

MVGR COLLEGE OF ENGINEERING

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Bishnu Kumar Singh