GAUTAM KUMAR SINGH
Virar
Summary
Finance Operations Professional experienced in fund accounting, reconciliation, compliance, and process automation. Achieved operational efficiency by managing transactions exceeding 100 crore and implementing improved reporting and automation solutions. Focused on enhancing financial processes and delivering innovative solutions within results-oriented teams.
Overview
2
2
Languages
1
1
Certification
9
9
years of professional experience
Work History
PMS Product Operations Manager
InvestValue Capital Pvt Ltd
Mumbai
09.2025 - Current
- Managed end-to-end PMS lifecycle, enhancing onboarding, application processing, and compliance coordination.
- Led cross-functional teams to streamline product operations, boosting efficiency.
- Drove automation of processes and improved MIS reporting for enhanced data accuracy.
- Manage client fund accounting, reconciliation, and transaction validation.
- Processed PMS licensing and organised necessary documentation for product setup.
- Process partner payouts and commissions accurately.
- Ensure client holding statements are generated and dispatched.
- Verified client funds against internal systems to ensure accuracy.
- Collaborated with sales teams to align product offerings with market demands.
Manager - Operations
Invest4Edu Private Limited
04.2024 - 09.2025
- Led change management initiatives, fostering organisational adaptation and growth.
- Developed BRDs for automation, enhancing operational efficiency.
- Set up Mutual Fund Operations/Product, Managing Accounts parts with Filling ROC and compliance work.
- Processed mutual fund and IPO transactions, ensuring accuracy and compliance with financial regulations., NCD, and bond operations.
- Facilitated client onboarding, streamlining account setup and improving customer experience., KRA compliance, SIP processing.
- Prepared MIS reports and dashboards.
Assistant Manager - Operations
Invest4Edu Private Limited
Mumbai
02.2022 - 04.2024
- Handled transaction processing and coordination to streamline workflow and support timely decision-making.
- Executed financial operations and compliance processes to ensure regulatory adherence and operational integrity.
- Coordinated training initiatives to enhance platform and product knowledge, improving user proficiency and satisfaction.
- Established platform infrastructure for development projects. Create BRD's for New development Coordination with sales and Tech team.
AIF Operations Executive
YES Securities
07.2021 - 01.2022
- Managed AIF lifecycle, overseeing onboarding, accounting, and reporting to ensure seamless operations.
- Executed corporate action processes to ensure compliance and accurate record-keeping. and compliance requirements.
- Kept organisation in compliance with regulations and internal requirements.
- Formed and sustained strategic relationships with clients.
- Delivered high level of service to customers in effort to build upon future relationships.
Back Office Executive
IIFL
04.2017 - 01.2020
- Oversaw know your customer processes and account reconciliation, optimising client onboarding and investment management.
- Executed transactions for mutual funds, initial public offerings, and non-convertible debentures, ensuring compliance and accuracy.
- Resolved inquiries from clients and relationship managers, delivering timely solutions to enhance client satisfaction.
- Managed client databases, enhancing data accuracy and retrieval speed.
- Streamlined operations, boosting efficiency by 30% in daily tasks.
- Trained and mentored junior staff, elevating team performance.
Education
MBA - Finance
Welingkar Institute of Management
Mumbai01-2019
Bachelor of Commerce (B.Com.) -
Jashbhai Maganbhai Patel College of Commerce- University of Mumbai
Mumbai01-2016
Skills
- PMS operations
- Mutual funds and AIF
- KYC compliance
- Investment products
- Reconciliation
- Payout management
- MIS reporting
- Automation solutions
- Power BI expertise
- SQL Server proficiency
- Microsoft Excel skills
- Microsoft Office suite
- Accounting principles
- Cash flow management
Certification
Microsoft Power BI Certificate
Accomplishments
Amul Vidyashree Award, 2014
Languages
Hindi
Marathi
Custom
- Cooking
- Hiking/Trekking
Timeline
PMS Product Operations Manager
InvestValue Capital Pvt Ltd
09.2025 - Current
Manager - Operations
Invest4Edu Private Limited
04.2024 - 09.2025
Assistant Manager - Operations
Invest4Edu Private Limited
02.2022 - 04.2024
AIF Operations Executive
YES Securities
07.2021 - 01.2022
Back Office Executive
IIFL
04.2017 - 01.2020
MBA - Finance
Welingkar Institute of Management
Bachelor of Commerce (B.Com.) -
Jashbhai Maganbhai Patel College of Commerce- University of Mumbai