Gurpreet Singh

• Analysed business processes to enhance operational efficiency
• Examined business and operations processes and proposed practical improvement strategies
• Implemented Agile methodology for efficient project delivery and management
• Mapped process flows and defined requirements for functional upgrades
• Communicated effectively to resolve stakeholder queries and clarify information
• Compiled essential business information for project advancement
• Led team of over 20 in ABN AMRO's KYC Risk and Analysis initiative
• Served as Process Trainer and Training & Development Lead for the ABN AMRO project
• Prepared comprehensive written reports and visual displays to report information and impact key stakeholders
• Established and nurtured professional networks with varied stakeholders to promote collaboration and project success
• Collaborated with cross-functional teams to drive operational enhancements and business initiatives
• Worked with stakeholders to identify KPIs and set measurable measures for processes and projects
• Generated detailed analyses and reports for strategic management decisions
• Examined business data, processes, systems to determine areas where efficiency and performance can be improved

Over a career spanning more than 10 years with BA Continuum India Pvt Ltd (a non-banking subsidiary of Bank of America), I have contributed to the following departments:

Wealth and Investment Management

• Conducted client portfolio analysis and prepared performance reports
• Created customized client presentations for HNI clients, comparing portfolio performance with industry-specific benchmarks
• Generated high-level portfolio aggregation reports using tools like Morningstar and Bloomberg
• Performed sector-specific research and prepared reports to assist HNI clients in making informed and secure investment decisions
• Assessed client asset portfolios to maximize returns and meet financial objectives
• Evaluated financial statements and presented key insights to stakeholders
• Advised clients on new financial products to enhance investment opportunities
• Authored portfolio performance reports for portfolio managers and senior management

Settlement Operations

• Collaborated with regional sub-teams across EMEA, Asia-Pacific, and Americas to manage settlement operations
• Ensured accurate and timely reporting of failed trades to internal teams and counterparties, facilitating resolution
• Prepared and maintained comprehensive trade records, including order confirmations, trade confirmations, and settlement instructions
• Monitored trade executions and market conditions to identify and resolve potential errors or compliance issues
• Reconciled trade data from internal systems, external counterparties, and trade execution platforms
• Communicated trade orders to brokers and execution venues to ensure order routing accuracy and timely trade execution

KYC Operations

• Contributed to a retail banking project by developing an exclusive online KYC tool to minimize human intervention
• Trained internal teams in backend trade handling and provided process training to the London-based team for document collection
• Additional Contributions
• Reported trade breakdowns to floor brokers for resolution and corrective actions
• Identified and resolved discrepancies between trade data sources to maintain accurate trade records

• Completed Master of Business Administration by distance education mode.
• Focus on Banking & Finance
• GPA: First division

• Graduate with Bachelors in Business Administration
• Member of college fest organizing committee
• Course of study in Marketing & Finance