Kuldeep Singh Verma

• Managed over 10 clients (US Region) includes Enterprise and Mid size client base.
• Independently Handling and tracking customer success in Organization and co-coordinating with Operation and IT teams on SaaS Product / TEM environment for expected solution.
• Scheduling discovery sessions with client for new scope, up sell etc.
• Requirement elicitation with client and formulating on internal document for solution building Creating and maintaining client health tracker for leadership reporting and sharing ideas/observation for up sell, process improvement / product improvement to internal stakeholders.
• Improved Client engagement through consistent hard work and dedication to Idle clients, benefited Sakon for Upgrade and contract renew..
• Used coordination and planning skills to achieve results according to client's demand.
• Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support internal Operations.
• Delegated tasks to existing support team members and used Service desk ticketing tool (JIRA) to track all issues/incidents for each client.
• Collaborated with finance department on invoicing accuracy for applicable products, services.
• Assisting clients to negotiate better contract with their vendors (Telecom) to achieve maximum benefit.

• Middle Office Operations, includes handling and monitoring funds, unresolved exceptions, escalate issues to Investment manager, custodian bank and 3rd parties involved (broker), KPI reporting to all stakeholders.
• Hands on experience on handling global funds including Equity, Fixed Income, Derivative.
• High exposure of performing Cash reconciliation of Books between Custodian Bank and Investment manager KEY TASKS.
• Reconciliation and research of various transactions like Trades, FX, Pay Down, Various Incomes.
• Research on various aspects- trade, dividend, corporate actions, Spot FXs, forward FXs, Hedge FXs.
• Approaching different Custody bank (JP Morgan, Northern Trust etc.) for better flow of accountancy and resolution of outstanding exceptions.
• Maintaining and developing SOPs and Reconciliation Procedures approved by business unit.
• Providing the daily / weekly updates to team to improve accuracy and productivity.
• Notable Accomplishments.
• Successfully moved to Quality Control team from Production team within 6 months.
• Promoted to Senior Associate considering hard work and initiatives for process improvements.
• Developed junior team members and cultivated collaborative culture.

• Handling existing sites of clients.
• Handling walk-ins customers and converting them to enrollment.
• Achieving target of sales and After sales.
• Coordinating between Factory and store