Summary
Overview
Work History
Education
Skills
Timeline
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VINEETH IYER

Thane

Summary

Highly experienced Managing Director with a proven track record of leading and developing client-centric teams in diverse regions such as Asia Pacific, Middle East, and the United States. Skilled in building strategic alliances with leadership and stakeholders to drive key business operations and deliver tailored solutions to meet client needs. Adept at promoting the adoption of Artificial Intelligence solutions to ensure organizational agility in response to market changes. Specialized in Human Resources Operations, Employee Experience, Fund Accounting, Custody Services, and Transfer Agency verticals, with a focus on enhancing client experience and staff engagement through successful strategies implementation.

Overview

26
26
years of professional experience

Work History

Managing Director- Human Resources

JPMorgan Chase
09.2023 - Current
  • Led cross-functional teams to develop strategic initiatives to run Human Resources Operations and Employee Experience
  • Directed operational improvements enhancing efficiency and reducing costs across multiple departments.
  • Oversaw risk management frameworks ensuring compliance with regulatory standards and internal policies.
  • Orchestrated major projects integrating innovative technologies to streamline operations and enhance service delivery.

Managing Director- Fund Services

JP Morgan India
07.2020 - 08.2023
  • Leading a team of 2200 employees across India and Philippines Corporate Centers to service and deliver Fund Accounting and Fund Administration Services to clients across Asia, Europe and Americas
  • Craft and implement the Global Operating Model principles within Fund Services Operations with a view to implement consistency and standardisation of processes and activities
  • Partner with Technology with Testing and Program support to move relevant platforms into renewed Data Centers
  • Lead the design, implementation of initiatives within Operations with the help of Technology, Product Management and Product Development to create and sustain operational capacity and consequent headcount saves
  • Senior sponsor and lead of the Next Gen Business Resource Group (BRG) within India and Co-lead the APAC Chapter to foster Assimilation and Career enhancing programs and interventions for early professionals within the Firm.

Managing Director

HSBC
06.2017 - 06.2020
  • Led the Securities Services Operations for Global Service Centers across 5 locations and orchestrating forward-thinking strategies to accomplish optimum and sustained operational goals
  • Led team strength of 3500 employees through proactive engagement and focused interventions thereby reducing employee turnover 6% year on year from 2017
  • Created vision and provided leadership for targeting growth mandates within the Asset Management and Public Sector client prospects
  • Maintained primary operational relationship for clients, overall servicing responsibility and client satisfaction to maximize wallet share across Asset Management and Public Sector Clients
  • Recruited and hired senior talent for all operations and client servicing teams by mentoring and cross training new leadership as part of succession planning

Head Of Operations and Site Lead

HSBC
06.2014 - 05.2017
  • Led a team of 1000 staff within Global Banking and Markets Operations in Kolkata and grew the team strength to 1200 by the end of the term
  • Orchestrated environmental clean-up activities, including Corporate Social Responsibilities through Water Projects and Bird Conservation and getting international acclaim
  • Maintain costs and in line actual spends per Operating plans and budgets granted to run the franchise
  • Developed team communications and information for conducting focused and inclusive meetings with definitive outcomes
  • Increased the Gender Diversity ratio of Male to Female staff by an average 5% across grades

Head of Securities Services

HSBC
07.2010 - 05.2014
  • Led a team of 15 Sales and Client Management staff who were tasked with increasing wallet and revenue from existing and new clients within the Middle East region
  • Respond and perform follow up presentations on Request for Proposals (RFP) and win critical mandates within Fund Services and Global Custody products
  • During the term, transformed the unit as market leading and best Custody and Fund Administration teams and recognised by the Global Custodian Magazine
  • Revenue contribution to the Middle East region was in excess of $20 million across Fund Services and Custody Product range
  • Chair and mediate panel discussions within Industry forums on future of Asset Management industry within the region

Vice President- Business Development

HSBC
03.2005 - 06.2010
  • Increased sales pipeline and wallet share for Domestic Asset Management clients in India by 15-20% year on year by effective collaboration with Institutional Relationship Teams globally across HSBC
  • Pitch to new to bank and existing clients with rigor and methodical approach with competitive pricing and service guarantees
  • Client Due Diligence visits across various departments and respond to follow up questions
  • Identified opportunities to improve business process flows and overall departmental productivity by having an end to end Sales and Client Servicing plan
  • Spearheaded expansion strategies to increase business market share, drive growth and bring in more than 5 new clients in 3 years into the fold.

Manager- Operations

ABN AMRO
04.1999 - 04.2005
  • Trained and guided team members to maintain high productivity and performance metrics for Fund Accounting operations and Custody Operations
  • Devised, deployed and monitored processes to meet sustained Service Level agreements for Net Asset Value production and allied reports
  • Interviewed and hired strong candidates for team openings
  • Maintained team efficiency by strategically delegating daily activities, monitoring output and rewarding positive contributions.

Education

Chartered Accountant

Institute Of Chartered Accountants Of India
Mumbai

Skills

  • AI implementation strategies
  • Business growth
  • Operations management
  • Securities Services
  • HR operations
  • Data Strategy
  • Leadership of large teams
  • Client relationship management

Timeline

Managing Director- Human Resources

JPMorgan Chase
09.2023 - Current

Managing Director- Fund Services

JP Morgan India
07.2020 - 08.2023

Managing Director

HSBC
06.2017 - 06.2020

Head Of Operations and Site Lead

HSBC
06.2014 - 05.2017

Head of Securities Services

HSBC
07.2010 - 05.2014

Vice President- Business Development

HSBC
03.2005 - 06.2010

Manager- Operations

ABN AMRO
04.1999 - 04.2005

Chartered Accountant

Institute Of Chartered Accountants Of India

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