Samit Singh — Founder
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
Stackforce AI infers this person is a seasoned leader in Fintech and Banking operations.
Location: Bengaluru, Karnataka, India
Experience: 26 yrs 9 mos
Skills
- Board Advisory Services
- Board Governance
- Retirement Planning
- Financial Planning
Career 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.
Work Experience
Capitalmind Mutual Fund
Board Member (1 yr 4 mos)
Happy Retirement (https://happyretirement.in)
Founder (3 yrs)
J.P. Morgan
Executive Director - CIB (5 yrs 9 mos)
Executive Director - AWM (3 yrs 11 mos)
UBS
Chief Operating Officer (India & China Offshoring) & Executive Director (3 yrs 7 mos)
Director - Operations (3 yrs 5 mos)
EXL Service
Asst Vice President - Operations (4 yrs 5 mos)
eFunds
Team Leader (1 yr 11 mos)
Citicorp
Manager - Customer Assistance (2 yrs 5 mos)
Education
MBA at Mohanlal Sukhadia University
B.Sc.(Hons) at Delhi University
at Mata Jai Kaur Public School