Jitendra Singh

Experience

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  Sharekhan

  Feb 2007 - Oct 2010

  Regional Operations Manager

  Operations and processing of Regional Area – Including all Branches & Franchise/Channel Partner of Company in Rajasthan. KYC PROCESSING, DEMAT OPERATION, RISK MANAGEMENT, COMPLIANCE, Training Activities for New Business Center & Channel Partner Servicing.• Responsible for entire smooth operations of more than 5 Branches & 55 Channel Partner of entire Region. Management of branches / cluster Routine Operations to meet compliance & customer TAT’s.• Implementation of new policies and processes of products to understand and implement new processes / products / policies across all business centers. Training of the business partners and branch executives. Update knowledge / information for all software and products.• Responsible for operations and processing of KYC (A/C opening), DP operations & Risk Management of branches & Sub broker for Rajasthan region. • KYC scrutiny - IPV & Address verification of special cases & Implement of CMS at all locations.• Responsible for the Demat operation and processing, Customer Query Solution.• Report suspicious activities of any branch or sub broker to management. Show less

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  Anand Rathi Securities

  Oct 2010 - May 2012

  Regional Manager - Online Investment Services

  Regional Operations of Online Trading / KYC Processing / Loan against Security (LAS) / IPO Funding / NRI-Desk - Online Investment Product / Third Party Product (TPP), Insurance (Endowment, Term & Health Plan).Business Development / Strategic Planning & Operations  Planning & organizing secondary business promotions activities according to market trends. Devising marketing strategies for accomplishment of pre-determined targets. Business analysis for assessment of revenue potential. Handling & Monitoring of KYC processing (Demat Account, Trading Account) for individual / HUF / HNI / Body Corporates. Monitoring of routine activity related to execution of dedicated task team wise. Attending investors / clients (individuals / corporate clients) concerns & complaints and undertaking steps to effectively resolution. Driving team by initiatives to achieve dedicated task /goals & providing training to team members, generating business from the existing clients, thereby achieving business targets. Show less

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  Raghunandan Money

  May 2012 - Apr 2015

  Chief Manager, Head - Centralized Trading & Channel Support

  • Management of operation functions associate with Trade execution process and live Risk Management. Providing live support to branches for their routine trading functions with all categories of clients in retail investment / institutional investment & channel partners by centralized support & monitoring team from HO according to TAT’s.• Live call management of In-bond & Out-bond calling process at supervisor administrator work station with coordination of technical service provider. (Ameyo - One of the leading service providers of call centers in Asia with high tech telephonic solution module).• Risk Management such as maintenance of adequate funds in client Account with due consideration to Span Margin, Mark to Market Value (MMTV) according to new guideline of FMC & SEBI and exposer distribution with reference to Gross Exposure & Turnover.• Creations & monitoring of monthly, quarterly & annual MIS reports on Products - Revenue wise / Territory wise / Team. Presentation and discussions with management on final business reports. • Strategies planning for business development & implementations of new products in cross sell vertical (Investment products MF/ ULIP/ Endowment/ Fixed income components / SIP etc. at all business centers of the company to ensure profitability from existing cost setup.• Coordination with stock exchanges / regulators of financial industry related to implementation processing of new policies & products of investment. Compliance & Surveillance 100% adherence to compliance as per regulation of SEBI / IRDA. Reconciliation of cost verses revenue ratio, analyze & initiate action to eliminate excess costs. Show less

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  ICICI Bank

  Apr 2015 - Sept 2022

  Handling team of experienced Wealth Managers.Offering Portfolio Management Services to HNI Clients through investment options like Mutual Funds, PMS, Structures , AIF and Insurance products. Offering Private banking and Portfolio Management Services to HNI Clients through Business Banking , Loans and investment options like Mutual Funds, PMS, Structures , AIF and Insurance products.

  • Chief Manager / Branch Head - Wealth Management

    Apr 2019 - Sept 2022

  • Senior Manager / Investment Specialist

    Apr 2018 - Apr 2019

  • Manager / Wealth Manager

    Apr 2015 - Apr 2018
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  IndusInd Bank

  Oct 2022 - now

  Deputy Vice President / Area Head - Pioneer Banking