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Pooja Singh

Pooja Singh

Team Lead

Followers of Pooja Singh211 followers
location of Pooja SinghLos Angeles Metropolitan Area

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  • Timeline

  • About me

    Investment Banking Operations Pro | Streamlining Trade Lifecycle & Client Onboarding | Proven Results in Efficiency & Compliance

  • Education

    • University of Petroleum and Energy Studies

      2015 - 2017
      Master of Business Administration (M.B.A.) MBA(Energy Trading)

      Co-Convenor of Marketing Conclave,UPES

    • Daulat Ram College

      2011 - 2014
      Bachelor’s Degree Business/Commerce, General A

      Activities and Societies: Organizing Committee of Manjari(college fest)

  • Experience

    • Karvy Stock Broking

      Jan 2017 - Dec 2019
      Team Lead

      Motivated and led a team of 10 trade advisors, consistently exceeding revenue targets by an average of 8%.Implemented efficient trade execution protocols, minimizing errors and ensuring client order fulfillment.Conducted comprehensive risk assessments for investment portfolios, safeguarding client assets.

    • ICICI Bank

      Mar 2020 - Aug 2020
      Deputy Manager

      Optimized branch operations, resulting in a 10% increase in customer service efficiency.Spearheaded training initiatives for new staff, ensuring a smooth onboarding process and adherence to regulatory compliance.Maintained a strong understanding of banking products and regulations, providing accurate and insightful financial advice to clients.

    • SBI Securities

      Jul 2021 - Mar 2022
      Senior Dealer

      Provided exceptional client service to high-net-worth individuals, exceeding satisfaction targets by 15%.Conducted thorough due diligence on investment opportunities, mitigating risk exposure for clients.Proactively monitored market trends and implemented effective trading strategies, maximizing client returns.

    • State Street HCL Services Pvt Ltd

      Apr 2022 - Oct 2023
      Specialist

      Streamlined trade lifecycles for fixed income and equity products, achieving on-time settlement rate consistently.Leveraged strong analytical skills and communication to identify and resolve trade discrepancies promptly, minimizing client impact.Mentored junior team members, fostering a collaborative and efficient work environment.

  • Licenses & Certifications

    • Certificate Course in German language

      Aug 2014

  • Volunteer Experience

    • member of organizing committee of manjari, daulat ram college fest

      Issued by DAULAT RAM COLLEGE on Jan 2014
      DAULAT RAM COLLEGEAssociated with Pooja Singh