saurabh upadhyay, Operations Manager

saurabh upadhyay

Operations Manager

KFin Technologies Ltd

Location
India - Kolkata
Education
Master's degree, Master of Business Management
Experience
13 years, 4 Months

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Work Experience

Total years of experience :13 years, 4 Months

Operations Manager at KFin Technologies Ltd
  • India - Hyderabad
  • My current job since June 2022
Associate Consultant at Northern Trust
  • India - Kolkata
  • November 2020 to May 2022
Subject Matter Expert at Hsbc Global Service Centre
  • India - Kolkata
  • October 2018 to September 2020
Fund Administrator at Transfer Agency & Investor Services -Operations
  • India - Kolkata
  • March 2011 to September 2018

Mar' 11 - Dec' 12
✓ Working for the Transfer Agency & Investor Services Operations Division. Handling Middle East, Singapore & Hong Kong Jurisdictions.

✓ Performing end to end trade processing activity- viz: NAV upload, Trade Capture (Account opening, subscription, redemption, transfer and switch), Trade Settlement, Payment Memo etc.

✓ Handle Client communication on a real time basis to meet daily PLA.

✓ Efficiently handling RTA (shareholder registrar and transfer agent) data and web-enabled reporting activities for fund houses on a daily basis.

✓ Preparing and updating the Standard Operating Procedures in line with the PLA & SLA.

SUMMER INTERNSHIP

Internship at Standard Chartered
  • India - Kolkata
  • April 2009 to June 2009

Standard Chartered April 2009 - June 2009

✓ Job Profile: Operations and Trading.
✓ Project: Acceptability of online trading terminal.
✓ Achievement: Earned the valuable knowledge of capital market and money market. Enhanced Sale and distribution networks related to 3 in 1 account. Learned to adjust according to the environment and successfully executing given responsibilities

Education

Master's degree, Master of Business Management
  • at Bengal Institute of business studies
  • December 2010
Master's degree, Business Studies
  • at Punjab Technical University
  • January 2010

✓ Master of Business Administration from Bengal Institute of Business Studies under Punjab Technical University in the year 2010.

Bachelor's degree,
  • at Calcutta University
  • January 2008

✓ Bachelor of Bio-Science from Vidyasagar College under Calcutta University, in the year 2008.

High school or equivalent, year
  • January 2004

✓ Class XII (Intermediate- C.B.S.E) from Bholananda National Vidyalaya, Barrackpore, in the year 2004.

High school or equivalent, year
  • at Authpur National Model School
  • January 2001

✓ Class X (Matriculation- I.C.S.E) from Authpur National Model School, Authpur, in the year 2001.

Specialties & Skills

Client Services
Fund Services
Hedge Funds
Private Equity
Transfer Agency
CLIENT COMMUNICATION
FINANCE
OPERATIONS
People Management
Transfer Agency

Languages

Bengali
Expert
Hindi
Expert
English
Expert

Memberships

of the Finance Club - FINNIX- at Bengal Institute of Business Studies
  • Founding Member