MS Excel
Gurpreet Singh
Project Manager - Banking And Finance
Hyderabad,Telangana
Summary
Highly organized individual with more than 10 years of overall working companies. Experienced in banking and finance operations, investment banking & reporting, wealth management, KYC/AML/CDD/EDD projects management and committed to providing outstanding client service and support.
Overview
12
12
years of professional experience
5
5
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Assistant Manager - Banking & Financial Projects
Tata Consultancy Services
Hyderabad, Telangana
01.2021 - Current
- Maintained tactical control of project deliverables and timelines to keep teams on task and achieve schedule targets.
- Escalated incidents to next level to remain compliant with company's standards and procedures.
- Closely collaborated with project members to identify and quickly address problems.
- Reported on status for each project to appropriate stakeholders.
- Delivered high level of service to clients to both maintain and extend relationship for future business opportunities.
- Mentored and guided associates in approaches designed to exceed expectations of customers and members.
- Verified quality of deliverables and conformance to specifications before submitting to clients.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Maintained open communication by presenting regular updates on project status to customers.
- Supported senior managers and department leaders by completing projects and problem resolution under tight schedule demands.
- Conducted trainings and performance improvement interventions in order to improve project vise performance.
- Taken care of 25 FTEs along with two team leads and successfully led team of new joiners in exceeding productivity and quality targets.
- Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Compiled data highlighting key metrics to report information, determine trends and identify methods for improving results.
Team Developer
Bank of America
Gurgaon, Haryana
08.2010 - 12.2020
- Working Experience Handled additional tasks as subject matter expert of team as well as trainer for both onshore and offshore teams and acting as vital link of coordination between onshore and offshore team.
- Trained both onshore and offshore teams to work on tool developed for KYC operations.
- Managed and worked on remediation projects to work on old data with missing KYC checks and ensured that all clients should be properly checked and completed and all clients who miss requirements for KYC checks should not be completed until all requirements and documents are completed.
- Performed quality checks on cases worked by team to ensure maximum accuracy should be maintained and all procedures are followed.
- Worked on entity remediation process for APAC onboarding team for Taiwan jurisdiction and completed project with very good results.
- Reporting of team’s data and accuracy to higher management in form of different daily , weekly and monthly MIS reports.
- Well conversant with Windows, mainframe based applications, portfolio analysis based tools and MS office.
- Project management – I have been part of team involved in movement of new work types and projects.
- Successful implementation of projects and training of teams to start work on projects.
- Good experience of client interaction and coordination to ensure smooth transition and delivery of projects on time with maintaining high accuracy standards.
- Worked on investment research ad hoc projects.
- Projects are basically based on research of various sectors of US and other European clients.
- These sectors include REIT, Defense, IT, Oil and Gas, Timberland etc.
- Good knowledge about various capital market products like Equities, Fixed Income based securities, Bonds, Debentures, Mutual Funds, Hedge Funds, Specialty assets.
- Experience in managing and reporting of Unit trusts of small, medium and high net worth clients.
- Worked into creation of unit trusts for individual investors and business clients.
- Experience of portfolio construction per client requirements and financial objectives Portfolio Analysis and Reporting- I have also handed various monthly and quarterly research and analysis of various portfolios managed by portfolio managers and trust managers based out onshore working with,.
- Client Presentation and Advisory- Client presentations and advisory reports are prepared on basis of in-depth analysis of performance of client portfolios with standard and client specific benchmarks and indexes.
- Investment Strategies – I have also worked on projects related to analysis and reports preparation of various investment strategies.
- Reports involve securities and bonds performance reports, Funds specific reports, Sector Fund comparison reports, Strategy vs Strategy comparison reports.
- Corporate Actions Processing & Reporting - I have also worked on different corporate action based ad hoc projects on monthly and quarterly basis.
- Corporate actions processes basically involves conducting research on securities in client portfolio and updating same in client presentation reports sent to portfolio managers based out at United states.
- Fixed Income analysis and Bond analysis - I have good knowledge about fixed income based portfolio analysis and reports.
- Fixed income based reports involve finding out information about bonds held in particular portfolio.
- Information is about health of bonds, sector, maturity date; bond’s rating as per Moody’s and S&P.
- In case of bond analysis report it goes on studying details of bonds at macro level which involve study of bonds as per sectors issuers, impact of performance and future predictions about bonds performance, bond maturity schedule etc.
- Merrill Lynch Project – I have been active part of transition of Merrill Lynch based work of accounts reconciliation and investment management work types like preparing Investment policy statements, Manager blend and Manager comparison analysis, Regulation 9 actions on various assets held in portfolio as per US compliance and financial laws.
- I have also worked on settlement operations for various markets of EMEA and Crest market in trade marching and settlements.
- Have excellent knowledge of tools like Morningstar and Bloomberg.
Education
Bachelors in Business Administration - Marketing & Finance
HNB Garhwal University
Dehradun 07.2007 - 06.2010
Intermediate - 12th Standard - Commerce
Gautam International Senior Secondary School
Dehradun 04.2006 - 03.2007
Matriculate - 10th Standard -
Gautam International Senior Secondary School
Dehradun 04.2005 - 03.2006
Skills
Resource Utilization Planning
Accomplishments
- Collaborated with team of 25 associates in successful competition of client project related to banking operations.
- Used Microsoft Excel to develop dynamic attendance tracking spreadsheet, Weekly and monthly performance reporting spreadsheet to ensure data presented is clear and easy to understand
- Supervised team of 25 staff members and 2 team and guided team to achieve quality and productivity targets.
Software
MS Word
MS Powerpoint
Power BI
Bloomberg
Morningstar
MS Sharepoint
Certification
Program Management Foundation
Interests
Travel
Singing
Listening to music
Photography
Sports
Volunteering and community involvement
Timeline
Program Management Foundation
05-2021
Assistant Manager - Banking & Financial Projects
Tata Consultancy Services
01.2021 - Current
Team Developer
Bank of America
08.2010 - 12.2020
Bachelors in Business Administration - Marketing & Finance
HNB Garhwal University
07.2007 - 06.2010
Intermediate - 12th Standard - Commerce
Gautam International Senior Secondary School
04.2006 - 03.2007
Matriculate - 10th Standard -
Gautam International Senior Secondary School
04.2005 - 03.2006
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