Samit Singh

Founder

Bengaluru, Karnataka, India26 yrs 9 mos experience
Highly Stable

Key Highlights

  • 30 years of experience in banking and financial services.
  • Progressed from individual contributor to COO and Board Director.
  • Expert in operations management and strategic project delivery.
Stackforce AI infers this person is a seasoned leader in Fintech and Banking operations.

Contact

Skills

Core Skills

Board Advisory ServicesBoard GovernanceRetirement PlanningFinancial Planning

Other Skills

Account ManagementBPOBankingBoard level experienceBusiness ProcessBusiness Process ImprovementBusiness Process Outsourcing (BPO)Business Process Re-engineeringBusiness TransformationCRMCustomer Relationship Management (CRM)Employee TrainingEnterprise Risk ManagementExecutive ManagementFinancial Services

About

I have 30 years of work experience after MBA. Most of the work has spanned across banking and financial services in the space of outsourcing and offshoring. The diversity includes working for retail banks, investment banks and asset management firms. Career has rapidly progressed from being an individual contributor to managing large delivery teams / tactical operations to strategic and transformational projects. At Citicorp, learnt the basics of team management, delivery management clubbed with vendor management - ability to work with people across various levels / hierarchies with same level of deftness. eFunds (subsequently Fidelity National Information Services) gave the first exposure to cross-border outsourcing and offshoring in 2000. Got to manage teams and also led the first transition independently. Move to EXL further established me as a strong operations manager with the need to manage larger teams across extensive portfolio of activities (inbound / outbound / email / back office) and across multiple clients (mortgage / credit cards / retail banking / NBFC). Key success lied in setting up new operations from scratch for demanding clients. After 5 years at EXL, have spent the next 7 years at UBS. This opportunity gave me the biggest shift in my career thus far - from working as an operations manager in a global banking captive to being a Board Director and COO at the firm. Joined JP Morgan in Bangalore as Location Head for Asset & Wealth for Management Operations. Managed Credit Risk, Mortgages, Reconciliations, Retirement Planning processes over a period of 4 years. Subsequently, spent 6 years in Securities Services Operations business of Corporate & Investment Banking taking care of some of the largest and complex fund accounting onboarding of various Mutual Funds and Pension Funds. Currently based out of Bangalore, took early retirement from corporate life. Mentoring, guiding and advising people in the areas of life, career and finances via https://happyretirement.in Specialties: Product: Mutual Funds, Pension Funds, Credit Risk, Mortgages, Credit Cards, Auto loans. Services: Operations, Sourcing, Vendor management, Project management, Entity Management Skills: People management, Conflict handling, Crisis management, Counselling & mentoring

Experience

26 yrs 9 mos
Total Experience
5 yrs
Average Tenure
1 yr 4 mos
Current Experience

Capitalmind mutual fund

Board Member

Jan 2025Present · 1 yr 4 mos · India

Board Advisory ServicesBoard level experienceNon-Executive DirectorBoard Governance

Happy retirement (https://happyretirement.in)

Founder

May 2023Present · 3 yrs · Bengaluru, Karnataka, India · Hybrid

  • https://happyretirement.in
Retirement PlanningRetirement Plan ConsultingLife CoachingFinancial PlanningFinancial ServicesMutual Funds

J.p. morgan

2 roles

Executive Director - CIB

Aug 2017May 2023 · 5 yrs 9 mos

Executive Director - AWM

Sep 2013Aug 2017 · 3 yrs 11 mos

  • Location Head for Asset & Wealth Management Operations services

Ubs

2 roles

Chief Operating Officer (India & China Offshoring) & Executive Director

Promoted

Dec 2009Jul 2013 · 3 yrs 7 mos

Director - Operations

Jun 2006Nov 2009 · 3 yrs 5 mos

  • Responsible for Front and Mid office Investment Banking processes offshored by UBS to their captive in Hyderabad.

Exl service

Asst Vice President - Operations

Jan 2002Jun 2006 · 4 yrs 5 mos

Efunds

Team Leader

Jan 2000Dec 2001 · 1 yr 11 mos

Citicorp

Manager - Customer Assistance

Dec 1996May 1999 · 2 yrs 5 mos

Education

Mohanlal Sukhadia University

MBA

Jan 1993Jan 1995

Delhi University

B.Sc.(Hons) — Physics

Jan 1990Jan 1993

Mata Jai Kaur Public School

Jan 1976Jan 1990

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