Nikhil Shukre
Pune
Summary
Results-oriented Operations Leader with over 22 years of experience in operations, project and risk management. Demonstrated ability in overseeing large teams and optimizing resource utilization to achieve service levels. Proven expertise in enhancing operational processes and governance frameworks, particularly within Transfer Agency and Asset Servicing. Experienced in fostering client relationships and leading teams to drive organizational change and improve productivity.
Overview
1
1
Certification
23
23
years of professional experience
Work History
Senior Vice President Americas- Transfer Agency Operations, Investor Services & AML KYC
APEX Group Services (India) GCC
11.2025 - Current
- Senior operations leader with responsibility for Transfer Agency, Investor Services and AML/KYC functions across a team of 125 FTEs.
- Managed end-to-end transfer agency services including investor onboarding, AML/KYC due diligence, transaction processing, investor static data maintenance, reporting, payments, and regulatory compliance.
- Proven track record in large-scale operational migrations, global process standardization, offshore capability built-out, and stakeholder management across multiple jurisdictions.
- Skilled in stakeholder management, operational risk oversight, workforce planning, automation initiatives and driving sustainable operational excellence across global transfer agency and investor services functions.
Senior Vice President Operations- Investor Relations Hedge, Private Equity, AML-KYC & Global Register Servicing teams (Center of Excellence- Pune)
CITCO Group Services (India) LLP
07.2020 - 11.2025
- Currently leading a team of 136 FTEs comprising of 4 VPs and 9 Assistant Vice President, 30 Supervisors, Senior IR administrator and IR administrator; some BAU critical responsibilities of the teams are Trade Processing, Statements processing and distribution, Investor static data maintenance, Communication and NAV reporting to Clients & Investors.
- Successfully lead, transfer of knowledge and stabilized another IR COE- Hyderabad location, transitioned 65 FTE’s worth of work for Hedge and Private Equity processes by liaising and closely working with Talent Acquisition, Learning & Development, Onshore Line of Business, Manila COE location, Senior Stakeholders and Pune Projects team.
- Oversaw daily operations in a high-volume environment.
- Oversee the daily operations in high volume environment, provide support and guidance in accomplishing department goals.
- Overall responsible for leading and coaching of staff including VPs, AVPs, Supervisors and their direct reports.
- Facilitated global processing initiative rollout by collaborating with colleagues across various locations.
- Assess areas of risk on each team, identify opportunities to enhance technology and automate procedures to eliminate manual processes within the department.
- Established a culture of efficiency across India COE locations, led VP’s & AVP’s in identifying waste and inefficiencies, collaborating with onshore teams and process control teams for resolution.
- Have built strong relationships with onshore counterparts and the point of escalation in resolving client concerns, create a culture of ownership, collaboration and customer centric behavior in COE operations.
Business Change Manager (Project Manager) | Client Experience and Onboarding
Bank of New York Mellon (India) International Operations Pvt. Ltd
Pune
01.2016 - 06.2020
- Working as a dedicated Business Change Manager (Project Manager) for a Platinum client- BlackRock of the Bank.
- Built and maintained strong working relationship with client, coordinating change programs and fostering productive collaboration with BNYM onsite Transfer Agency Client Services Team.
- Delivered multiple BAU changes aligned with Business Change Group Governance process, focusing on Fund Launches, Fund Closures, and Client Change projects.
- Building & maintaining an excellent working relationship with client and coordinating with them for change program; establishing a strong and productive relationship with the BNYM onsite Transfer Agency Client Services Team.
- Spearheaded various projects and oversaw all change-related initiatives impacting the Platinum client in the EMEA region for Transfer Agency.
- Maintaining and publishing a Transfer Agency Business Change Tracker and Annual Budget Change Tracker.
- Interacted with General Services and Facilities team to assign seats for new location migration projects.
- Liaising with Human Resources, Business Recovery, Training, Transition & documentation, Risk, Compliance, Control, Legal and IT teams while managing location migration projects.
- Hands on experience of PMO responsibilities like Reporting out all department metrics and providing necessary support in preparation of site level stats for Site Executive and Board meetings.
Assistant Manager - Global Institutional Accounting
Bank of New York Mellon (India) International Operations Pvt. Ltd
08.2013 - 12.2015
- Led a team of 42 employees comprising of 4 Team Leaders, 10 Analysts and 28 FTEs; additionally, responsible for managing MIS team which generates daily, weekly and monthly reports to senior management teams across location.
- Led a team of 42 employees comprising of 4 Team Leaders, 10 Analysts and 28 FTEs; additionally, responsible for managing MIS team which generates daily, weekly and monthly reports to senior management teams across location.
- Responsible to identify employee training needs to efficiently manage existing and new work.
- Monitor requirements against current state and proactively engage internal stakeholders to simplify hiring and training requirements.
- Coordination and oversight of all planned future operational and process growth which includes new business, migrations, organic changes including internal promotions & resignations.
- Reviewed and acted on operational MIS reporting to ensure adherence to risk and process guidelines and track business day-wise volumes.
Team Manager
Capita India Pvt. Ltd. (Marsh & McLennan-Fiduciary)
05.2011 - 08.2013
- Led a team of 32 employees, comprising Process Leader (TL), Floor Walkers, Sr. Accounts-Executive and Accounts – Executive.
- Managed general insurance processes for the UK, including portfolio management, accounts payable, accounts receivable, ledger reconciliation, query management, credit and cash control, payments, receipts, and correspondence related to the collection or payment of premium and claims funds to the insured or insurer.
- Led team to ensure high-quality service delivery and client satisfaction.
- Managed daily operations and coordinated tasks among team members effectively.
- Developed training materials to enhance staff skills and knowledge.
Team Leader – UK Transfer Agency
Bank of New York Mellon (India) International Operations Pvt. Ltd.
04.2005 - 04.2011
- Led team of 25 employees managing 3 Transfer Agency processes: switches, Pune transaction control, and contract tracking, ensuring seamless operations.
- Managed teams to achieve accurate and timely completion of daily deliverables and tax year-end submissions, enhancing service reliability.
- Facilitated migration and transition of legacy processes (Mellon & BNY) through multiple trips to UK (Brentwood & Edinburgh), supporting operational continuity.
- Exposure to full Transfer Agency functions / services such as Subscription, Redemption, Switches, Settlements, Register Servicing etc. throughout tenure and while working on a very high-profile client.
Customer Service Associate
WNS Global Services Pvt. Ltd. (British Airways)
11.2003 - 03.2005
Education
Post Graduate Diploma - Project Management
MIT School of Distance Education
Pune01-2019
Bachelor - Commerce
Brihans Maharashtra College of Commerce
Pune, India01-2003
Higher Secondary Certificate -
Brihans Maharashtra College of Commerce
Pune, India01-2000
Secondary School Certificate -
Deccan Education Society
Pune, India01-1997
Skills
- Project Management
- Operations Management
- Stakeholder Management
- Client Relationship
- Process Migration
- Process Improvements
- Data Management
- Data Governance
- Risk Management
- Regulatory Compliance
- Audit Management
- Business Continuity Plan
- Talent Development
- Operational Training
Certification
- PMP Project Management Professional, Project Management Institute, Sep 2020
- PRINCE2-2017 Foundation and Practitioner Certified, Nov 2017
Timeline
Senior Vice President Americas- Transfer Agency Operations, Investor Services & AML KYC
APEX Group Services (India) GCC
11.2025 - Current
Senior Vice President Operations- Investor Relations Hedge, Private Equity, AML-KYC & Global Register Servicing teams (Center of Excellence- Pune)
CITCO Group Services (India) LLP
07.2020 - 11.2025
Business Change Manager (Project Manager) | Client Experience and Onboarding
Bank of New York Mellon (India) International Operations Pvt. Ltd
01.2016 - 06.2020
Assistant Manager - Global Institutional Accounting
Bank of New York Mellon (India) International Operations Pvt. Ltd
08.2013 - 12.2015
Team Manager
Capita India Pvt. Ltd. (Marsh & McLennan-Fiduciary)
05.2011 - 08.2013
Team Leader – UK Transfer Agency
Bank of New York Mellon (India) International Operations Pvt. Ltd.
04.2005 - 04.2011
Customer Service Associate
WNS Global Services Pvt. Ltd. (British Airways)
11.2003 - 03.2005
Post Graduate Diploma - Project Management
MIT School of Distance Education
Bachelor - Commerce
Brihans Maharashtra College of Commerce
Higher Secondary Certificate -
Brihans Maharashtra College of Commerce
Secondary School Certificate -
Deccan Education Society