Kapil Khandelwal

Project Robust & FSO Academy

• Spearheaded critical deliverables under “Project Robust,” successfully transitioning 100+ Retail OEIC Funds from the UK to India.
• Defined the scope and execution plan for automating reporting processes, streamlining workflows, and enhancing stakeholder engagement.
• Orchestrated the migration of Fund Accounting and Financial Reporting processes from Luxembourg, UK, and Dublin, significantly reducing operational risks and enhancing efficiency.
• FSO Academy : Established in-house L&D initiative for 350+ seasoned professionals with Bootcamp for new-joiners for Asset Management Operations.

Project : Revenue & Billing Automations

• Oversaw revenue and billing processes across multiple regions, ensuring compliance with internal controls and regulatory requirements.
• Designed and implemented an effective control framework for revenue assurance, managing risk and tax obligations.
• Drove process enhancements through cross-functional collaboration, optimizing billing workflows to deliver measurable results.
• Partnered with global stakeholders to standardize processes and adapt to changing business needs under tight deadlines.
• Lead 'Revenue & Billing Automations' and delivered measurable outcomes resulted into FTE savings by eliminating manual efforts.

Project : Finance23

• Led global finance transformation initiatives, driving process improvements and automation across reporting, reconciliation, and compliance functions.
• Collaborated with senior leadership to create Centers of Excellence (CoEs), fostering innovation in reporting standardization and automation.
• Championed the “Report Rationalization and Standardization” project, delivering scalable solutions to optimize financial processes across regions.
• Partnered with technology teams to implement advanced tools, achieving seamless integration and operational excellence.

• Restructuring banking portfolio resulting into saving of INR 60Mn in interest and Debt Free status in 1/4th of original tenure.
• Successful sanction of $300K under Paycheck Protection Program CARES Act - USA.
• Increased Line of Credit by adding working capital funding under ECLGS announced by GOI.
• Successfully filled Application to DGFT under SEIS - FTP 2020 for scrips amounting to INR 6.5Mn.
• Preparation of Annual Budgets and presentation before Board of advisories as a member of Budget Committee.
• Execution of strategies devised by the CEO & Board of Directors through involvement and spearheading.
• Evaluation of daily performance metrics of the business and helping segments with their Day-to-Day Business Challenges.
• Provide efficient & encouraging leadership & stewardship by actively participating in business decisions.
• Leading Commercial Negotiations with PSU/Non-PSU Clients as well as with Vendors.
• Handled SEZ compliances & initiated the process of Vacation of Office from NSEZ & debonding thereof.
• Closure & saving of penalties against Inquiries under Service Tax via SVLDRS issued by CBIC.

• Client handled: Bank of Baroda, Northern Region
• Handled 15 Branches with a team size of 10 interns with monthly / quarterly reporting
• Dealt with Corporate as well as MSME products like LAP/Mortgage finance/ Rent Securitization/ Inventory Finance/ Term Loans / Working capital finance /Cash credit / Overdrafts & Forex Funding
• Helped in increasing revenue by targeting revenue leakage due to system error as well as manual errors
• Leading the reporting system of 59 Branches, Analysis & Task Allotment to the Team