Santhosh Kumar P M

Analyzed market trends to inform decision-making and drive business strategy at HSBC.

• Coordinated with stakeholders to ensure alignment on project objectives and deliverables.
• Managed compliance with regulatory requirements to mitigate risks in operations.
• Monitored staff performance and addressed issues.
• Coached, mentored and trained team members in order to improve their job performance.
• Developed and delivered executive dashboards and business presentations for senior stakeholders
• Generated daily, weekly, and monthly MIS reports to monitor departmental performance
• Created KPI/KRI dashboards to highlight risk areas and operational insights
• Identified process gaps and implemented automation using Excel and VBA, improving efficiency
• Provided analytical insights to senior management for workforce (FTE) planning
• Streamlined reporting processes, reducing manual effort and turnaround time

• Streamlined process documentation for client operational workflows.
• Analyzed system performance to identify areas for improvement.
• Conducted regular audits to maintain quality assurance protocols.
• Contributed to process improvement initiatives including Project Yellow Belt (FTE optimization)
• Managed reporting analytics and operational MIS generation
• Acted as Point of Contact (POC) for maintaining SOPs aligned with global standards
• Generated periodic reports for operational and client-level requirements

• Reviewed and updated documentation to ensure accuracy and compliance with regulatory requirements.
• Managed multiple projects simultaneously while adhering to tight deadlines.
• Handled reconciliation and reporting of investment discrepancies
• Supported regulatory compliance monitoring across global jurisdictions
• Resolved investment-related client queries and escalations
• Ensured adherence to compliance standards and reporting accuracy