Nipul Kumar Jain

I am a Financial Services Professional with experience in Broking, Investments Marketplace and Banking domain.My passion lies in bringing disruption in Financial Investment sector with touch of Technology to simply customers life

201, Acchod Apartments,Tilak Nagar,Dombivli (East), Kalyan, India - 421201

Developed and implemented Business Processes for a Fintech startup - Investment Marketplace and SOP's to run Business (BAU) efficiently
Designed and implemented Online Client On-Boarding Process and Account Opening with channel Partner - Geojit BNP Paribas
Implemented Billing and Payments process with Channel Partner - BillDesk
Performed end to end Graphical User Interface (GUI) testing of website
Coordinated with channel partner in implementation of different features to product
Process Automation to minimise and reduce human error and save time
Working closely with In-house Software Development Team to handle and close Bug fixes

Redeemed Mortgage accounts for UK Retail Mortgage clients on funds received and issuance of confirmation
Raised Fees on UK Retail Mortgage clients accounts on behalf of Solicitors within Service Level Agreements
Applied different types of payments received and processed refunds if any due
Worked closed with Audit & Risk Team in closing any redemption process oriented issues or findings
Scheduled training meetings with overseas team to solve issues pertaining to process
Brought in Process Improvements and Lean techniques to create value and simply customer life and journey
Prepared report on exception client mortgage accounts and analysed to reduce the same

Assisted in making Portfolios for clients as per required format and procedures
Studied about different Financial Products: Equities, Derivatives, Commodities, Forex, Mutual Funds & Real Estate
Performed task related to Order placement, fulfillment and confirmation to client at Dealing Desk

Worked with Chairman of the company and supported him with documents and reports required for EGM's
Managed Payments,Cash Settlements and other banking operations for the organisation

Bachelor of Management Studies (B.M.S.)

Grade: O

Specialization: Finance and Investments

Secondary School Certificate

Percentage: 79.4

Higher Secondary Certificate

Percentage: 89.99

Subjects: Mathematics, Economics & Commerce

Series (VI) - Depository Operations Certification

Series (V-A) - Mutual Fund Distributors Certification

(NCFM) Certified - Capital Markets Dealers Module

Operations Management, Process Analysis, Process Improvements in Banking, Investments and Investments Marketplace
Good Communication ability to support clients queries in Equities and Derivatives markets
Excellent organization, self-motivation and time management, as well as verbal and written communication skills
Quick learner and being assertive and positive in various aspects
Proficient in Mircrosoft Word,Excel and PowerPoint

Received highest rating in 2015 at RBS, Mumbai Division and also many Quarterly recognition awards for Highest Productivity
I was a Assistant Contingent Leader and Winners at BLAZE, A Financial Event held by H.R. College (2013)
Supported as a Academics Coordinator at JOULE an inter-college event/festival held by K.C.College for Stock Game

Been to St.Jude child care on behalf of RBS Community Investment team and organised different events for cancer children
Raised funds through different channels at RBS for Community Investment Team
Part of Working Committee at RBS for an internal employee engagement club were we organised different activities for all Club members