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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

[email protected]
(+91) 9699973750

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


Operation Analyst, August 2015 - Present (

  • 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


Sr. Process Associate, September 2013 - June 2015

  • 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


Intern, May 2013 - July 2013

  • 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 

Management Trainee, August 2010 - November 2012

  • 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

Education & Certifications

Kishinchand Chellaram College (2013)

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

Grade: O

Specialization: Finance and Investments

Harpers High School (2008)

Secondary School Certificate

Percentage: 79.4

Andhra Loyola College (2010)

Higher Secondary Certificate

Percentage: 89.99

Subjects: Mathematics, Economics & Commerce

National Institute of Securities Market (NISM)

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

Personal Details

  • Date of Birth: 17th May,1992
  • Nationality: Indian
  • Sex: Male
  • Passport No: K0650540
  • Marital Status: Single
  • Languages: English,Hindi Marwadi & Telugu

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