Hi, I’m
Permendra Mohan Singh
Manager - Financial Operations
Bangalore
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
years of professional experience
1
Certification
Work History
GoldenPi
Manager - Financial Operations
04.2023 - Current
Job overview
- Managed the entire settlements daily and ensured smooth operations between ICCL & GoldenPi trades.
- Handling trade-related communications i.e. Fund Mapping, Securities Mapping, and Modification & Cancellation
- Looking after Trade Reporting and Fund Pay-in Operations
- Security Remittance from NSDL & CDSL in a phased manner along with trade and funds reconciliation.
- Bond Quotes and IPO Management
- Securities Addition with Cash Flows along with Data Management - IP Dates, Record Dates, and Credit Rating Updates.
- B2B Operations
- Buying inventory from Traders.
- Received Stellar Performer Award
GoldenPi
Team Lead - Customer Engagement
09.2021 - 03.2023
Job overview
- Built "Customer Engagement Team" from scratch and framed the process flow for the same.
- Collaborated with sales and service teams to manage seamless client experiences.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Handled and resolved social media escalations.
- Pitched to the outsource vendor and set up outsourced sales team along with the process flow
- Quality Monitoring and Performance evaluation for the team
Rachana Ranade & Labor Law Advisor
Freelancer
01.2020 - 09.2021
Job overview
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Evaluated customer needs and feedback to drive product and service improvements.
Zerodha
Assistant Manager - Sales
02.2016 - 11.2019
Job overview
- Assisted sales team with completing customer transactions and managing issues.
- Trained new associates in successful sales and performance strategies.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Education
B N CollegeBhagalpur
B.Com from Accounting And Finance
04.2001
St. Joseph's SchoolBhagalpur
Class 12 from ISC
04.2001
St. Joseph's SchoolBhagalpur
Class 10 from ICSE
04.2001
Skills
Performance Management
Certification
NISM Certification Series VII - Securities Operations and Risk Management
Timeline
Manager - Financial Operations
GoldenPi
04.2023 - Current
NISM Certification Series VII - Securities Operations and Risk Management
03-2023
Team Lead - Customer Engagement
GoldenPi
09.2021 - 03.2023
Freelancer
Rachana Ranade & Labor Law Advisor
01.2020 - 09.2021
Assistant Manager - Sales
Zerodha
02.2016 - 11.2019
B N College
B.Com from Accounting And Finance
04.2001
St. Joseph's School
Class 12 from ISC
04.2001
St. Joseph's School
Class 10 from ICSE
04.2001
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