Kanika Singh
New Delhi, India
Summary
Seasoned professional with 8 years of total experience, including 6+ years in the fintech industry, specializing in financial operations, mutual funds, stock trading, and insurance. A results-driven leader with a strong track record of excellence, consistently recognized for outstanding performance, including multiple Best Employee of the Month awards.
Proficient in handling complex financial transactions, managing client relationships, and ensuring regulatory compliance within dynamic financial environments. Adept at trading in mutual funds, stocks, and insurance, while leveraging analytical and strategic problem-solving skills to optimize operational workflows.
Passionate about enhancing business efficiency through process improvements and automation, fostering high-performance teams, and delivering exceptional customer experiences. A dedicated professional with unwavering commitment to excellence, confident in the ability to drive business success in fast-paced fintech environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Operations Manager
INGENETUS
01.2023 - Current
- Lead and mentor a high-performing team, ensuring seamless financial operations.
- Oversee mutual fund transactions, stock trading, and insurance processing while ensuring compliance with regulatory standards.
- Optimize operational workflows to enhance efficiency and minimize risks.
- Foster strong client relationships by addressing queries and providing personalized financial solutions.
- Foster strong client relationships by addressing queries and providing personalized financial solutions.
Operations Associate
INGENETUS
06.2022 - 12.2022
- Managed financial transactions, investment processes, and customer onboarding
- Assisted in regulatory compliance and risk management to ensure operational integrity.
- Implemented process improvements that enhanced business efficiency and service delivery.
Operations Executive
WISHFIN
11.2017 - 10.2020
- Handled end-to-end financial transaction processing, including payments, investments, and transfers.
- Managed client accounts, providing expert guidance on investment strategies and financial planning.
- Ensured compliance with industry regulations and internal audit requirements.
Office Assistant
MONNET INTERNATIONAL LIMITED
08.2015 - 10.2017
- Calculating and checking to make sure payments, amounts and records are correct
- Sorting out incoming and outgoing daily post and answering any queries
- Controlling credit and chasing debt
- Reconciling finance accounts and direct debits.
Education
B.COM -
Delhi Univesity
2012
Class XII - PCM
Rajkiya Sarvodaya Kanya Vidyalaya
2009
Class X -
Rajkiya Sarvodaya Kanya Vidyalaya
2007
Core Qualifications
Financial Operations & Compliance – Expertise in mutual funds, stock trading, and insurance with a strong focus on regulatory compliance.
Client Relationship Management – Adept at handling client queries, providing investment guidance, and ensuring customer satisfaction.
Process Optimization & Efficiency – Skilled in streamlining operational workflows to enhance business productivity.
End-to-End Transaction Management – Proficient in managing financial transactions, audits, and risk assessments.
Team Leadership & Training – Experienced in leading teams, mentoring staff, and fostering a high-performance work environment.
Strategic Thinking & Problem-Solving – Strong analytical and decision-making skills to drive business growth and operational excellence.
Business Growth & Expansion – Ability to develop and implement strategic initiatives that enhance fintech services and profitability.
Certification
- Financial Planning 101
- Equity - Beginner
- Benefits of Equity Mutual Friends
- Introduction to Asset Allocation Certificate
- Financial Planning
- Bonds & Beyond
Languages
- English
- Hindi
Timeline
Operations Manager
INGENETUS
01.2023 - Current
Operations Associate
INGENETUS
06.2022 - 12.2022
Operations Executive
WISHFIN
11.2017 - 10.2020
Office Assistant
MONNET INTERNATIONAL LIMITED
08.2015 - 10.2017
Class XII - PCM
Rajkiya Sarvodaya Kanya Vidyalaya
Class X -
Rajkiya Sarvodaya Kanya Vidyalaya
B.COM -
Delhi Univesity
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