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Aditya Singh

Senior Investment Operations Professional | Fidelity International (6+ Years) | UK Pension & Investment Products | Power BI | Advanced Excel | Stakeholder Management | Process Improvement | Client Services

Gurugram

6+ years of work experience

Fidelity International
Jan 20206 yrs 4 mosApr 2026

Gurugram, Haryana, India

•        Managed approximately 10,000 client instructions monthly across UK retail investment and Defined Contribution (DC) pension products while maintaining 98%+ SLA adherence and operational accuracy within a regulated financial services environment. •        Acted as a key escalation point for complex client and operational issues, ensuring timely resolution and minimizing      operational risk within a regulated environment. •        Developed Power BI dashboards and management reports that improved visibility of operational KPIs, productivity metrics, and service performance for senior leadership. •        Produced monthly business scorecards using Advanced Excel, enabling data-driven decision making and identification of operational improvement opportunities. •        Led process documentation and SOP standardization initiatives, strengthening governance, audit readiness, and operational consistency across teams. •        Supported UAT testing and implementation of system enhancements by collaborating with business and technology teams, ensuring successful deployment with minimal operational disruption. •        Delivered onboarding and cross-training initiatives for team members, accelerating productivity and improving process compliance. •        Contributed to operational excellence initiatives focused on reducing manual effort, improving turnaround times, and enhancing productivity and efficiency. •        Successfully supported critical tax-year-end operations and peak-volume business periods while maintaining service levels and operational control standards.
Fidelity International
Jan 20203 yrs 3 mosMar 2023

Gurugram, Haryana, India

Paisabazaar
Jul 20192 mosAug 2019

Gurgaon, Haryana, India

•Advised and converted high-potential leads into investors through personalized financial guidance, demonstrating strong communication, persuasion, and relationship management skills while ensuring 100% KYC compliance and transaction accuracy. •Managed and resolved 100+ customer interactions weekly across multiple channels (calls, emails, chat), showcasing the ability to handle high work pressure, multitask efficiently, and maintain a 96% customer satisfaction (CSAT) score.
Paisabazaar
Jul 20192 mosAug 2019

Advised and converted high-potential leads into investors through personalized financial guidance, demonstrating strong communication, persuasion, and relationship management skills while ensuring 100% KYC compliance and transaction accuracy. Managed and resolved 100+ customer interactions weekly across multiple channels (calls, emails, chat), showcasing the ability to handle high work pressure, multitask efficiently, and maintain a 96% customer satisfaction (CSAT) score.
Sharekhan
May 20172 mosJun 2017

Greater Delhi Area

•Executed simulated equity trading strategies on Neostox, analysing real-time market trends to achieve 92% trade accuracy, demonstrating strong analytical ability, decision-making under pressure, and market awareness. •Supported end-to-end onboarding of 8+ clients for demat accounts, ensuring seamless documentation, compliance, and account setup while delivering clear communication and a smooth client experience.
Sharekhan
May 20172 mosJun 2017

Executed simulated equity trading strategies on Neostox, analysing real-time market trends to achieve 92% trade accuracy, demonstrating strong analytical ability, decision-making under pressure, and market awareness. Supported end-to-end onboarding of 8+ clients for demat accounts, ensuring seamless documentation, compliance, and account setup while delivering clear communication and a smooth client experience.

Education

NMIMS CDOE

MBA - Master of Business Administration, Financial Management

NMIMS CDOE

20192 yrs2021
amity University

B.Com (Hons.), Accounting and Business/Management

amity University

20153 yrs2018

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Headline

Senior Investment Operations Professional | Fidelity International (6+ Years) | UK Pension & Investment Products | Power BI | Advanced Excel | Stakeholder Management | Process Improvement | Client Services

About

I am an Investment Operations and Client Services professional with over 6 years of experience in financial services, specializing in UK investment funds, pension products, operational controls, stakeholder management, and business reporting. At Fidelity International, I managed approximately 10,000 client instructions per month while consistently maintaining 98%+ SLA adherence within a highly regulated environment. Throughout my tenure, I was recognized as Star Tax Year End Performer for three consecutive years (2021, 2022, and 2023) for exceptional performance during critical business periods. My expertise includes investment operations, client servicing, process improvement, operational governance, KPI reporting, Power BI dashboard development, Advanced Excel reporting, and UAT support. I enjoy solving operational challenges through data-driven insights and continuous improvement initiatives. I am currently exploring opportunities in Investment Operations, Business Operations, Client Services, Reporting & Analytics, and Financial Services Operations where I can contribute operational expertise, analytical capability, and stakeholder management experience.

Location

Gurugram

Work experience

Senior Associate at Fidelity International, Jan 2020 - Apr 2026 · 6 yrs 4 mos, Gurugram, Haryana, India, • Managed approximately 10,000 client instructions monthly across UK retail investment and Defined Contribution (DC) pension products while maintaining 98%+ SLA adherence and operational accuracy within a regulated financial services environment. • Acted as a key escalation point for complex client and operational issues, ensuring timely resolution and minimizing operational risk within a regulated environment. • Developed Power BI dashboards and management reports that improved visibility of operational KPIs, productivity metrics, and service performance for senior leadership. • Produced monthly business scorecards using Advanced Excel, enabling data-driven decision making and identification of operational improvement opportunities. • Led process documentation and SOP standardization initiatives, strengthening governance, audit readiness, and operational consistency across teams. • Supported UAT testing and implementation of system enhancements by collaborating with business and technology teams, ensuring successful deployment with minimal operational disruption. • Delivered onboarding and cross-training initiatives for team members, accelerating productivity and improving process compliance. • Contributed to operational excellence initiatives focused on reducing manual effort, improving turnaround times, and enhancing productivity and efficiency. • Successfully supported critical tax-year-end operations and peak-volume business periods while maintaining service levels and operational control standards.

Associate Retail Operations at Fidelity International, Jan 2020 - Mar 2023 · 3 yrs 3 mos, Gurugram, Haryana, India

Associate Sales Consultant at Paisabazaar, Jul 2019 - Aug 2019 · 2 mos, Gurgaon, Haryana, India, •Advised and converted high-potential leads into investors through personalized financial guidance, demonstrating strong communication, persuasion, and relationship management skills while ensuring 100% KYC compliance and transaction accuracy. •Managed and resolved 100+ customer interactions weekly across multiple channels (calls, emails, chat), showcasing the ability to handle high work pressure, multitask efficiently, and maintain a 96% customer satisfaction (CSAT) score.

Senior Consultant at Paisabazaar, Jul 2019 - Aug 2019 · 2 mos, Advised and converted high-potential leads into investors through personalized financial guidance, demonstrating strong communication, persuasion, and relationship management skills while ensuring 100% KYC compliance and transaction accuracy. Managed and resolved 100+ customer interactions weekly across multiple channels (calls, emails, chat), showcasing the ability to handle high work pressure, multitask efficiently, and maintain a 96% customer satisfaction (CSAT) score.

Management Trainee at Sharekhan, May 2017 - Jun 2017 · 2 mos, Greater Delhi Area, •Executed simulated equity trading strategies on Neostox, analysing real-time market trends to achieve 92% trade accuracy, demonstrating strong analytical ability, decision-making under pressure, and market awareness. •Supported end-to-end onboarding of 8+ clients for demat accounts, ensuring seamless documentation, compliance, and account setup while delivering clear communication and a smooth client experience.

Intern at Sharekhan, May 2017 - Jun 2017 · 2 mos, Executed simulated equity trading strategies on Neostox, analysing real-time market trends to achieve 92% trade accuracy, demonstrating strong analytical ability, decision-making under pressure, and market awareness. Supported end-to-end onboarding of 8+ clients for demat accounts, ensuring seamless documentation, compliance, and account setup while delivering clear communication and a smooth client experience.

Education

MBA - Master of Business Administration, Financial Management, NMIMS CDOE

B.Com (Hons.), Accounting and Business/Management, amity University