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Kapil Wahal
26+ years of rich corporate experience.
Date of Birth
30th January,1972

About Kapil Wahal

A focused individual with 26+ years of rich corporate experience. Flexible, Adaptable and Easy to Approach Leader

Key Skill Sets
  • End to End Expertise – Investment Banking Ops / Retail Banking Ops (Rural) / Funds Admin
  • Transitions Management
  • Training Delivery (Domain / Soft Skills / Leadership)
  • Instructional Designing
  • RFI / RFP Responses
  • Mergers and Acquisitions
  • Custody

Head –Training Atos Syntel Pvt. Ltd (KPO Division) - Pune (June’18 onwards as part of Inter Company Transfer)
*Atos Syntel is the new parent organization post the acquisition of Syntel by Atos.
  • Providing hardcore domain and process training support to 5 business verticals having a span of 1200 employees across Pune, Chennai, Mumbai and Manilla.
  • Catering to diverse domain training requirements across Banking (Retail / IB / Cards and Payments) and Financial Services, Health Care, Life Sciences, Insurance and Manufacturing / Retail space.
  • Responsible for creating content covering the critical regulatory trainings for the Life Sciences space supporting Clinical Research and Medical Devices
  • Creating new programs covering the entire spectrum of Capital Markets and supporting Cards segment for American Express account.
  • Leading a team of 7 domain trainers, supported by 1 soft skills trainer.

Head – Domain Training & Instructional Designing State Street Syntel Services Pvt. Ltd - Mumbai (July’17 – May’18)
  • Providing hardcore domain and process training (Custody / Fund Accounting Ops) support to 10 business verticals having a span of 4000 employees across Mumbai and Pune. Leading a team of 11 domain trainers.
  • Heading a team of 3 Instructional Designers responsible for creating CBTs using state of the art technology. Driving training thru eLearning modules being created by the Instructional Designing Team
  • Part of the core team leading the Learning Pathway initiative for all employees. Responsible for creating question banks and assessments for capability development.
  • Responsible for creating and driving all domain refresher training programs on the floor

Freelance Training Consultant (July’16 – June’17)
  • Visiting faculty with some of the leading IB and Financial training institutes
  • Leadership and Behavioral programs for branch managers of leading retail banks across the country.
  • Providing training support to niche clients like RBS, Accenture, EQUINITI and others
  • Delivering domain intensive training programs covering all the aspects of BFSI domain

AVP – Capital Markets Training Wipro BPS – New Delhi (Mar’12 – 22ndJuly’16)
  • Responsible for managing and leading the knowledge management initiatives for Capital Markets vertical. Providing training support to 3000+ associates across 5 sites in India.
  • Handled Pre-Process (IB Domain),Process, Domain Refresher and Leadership Development / Soft Skills Trainings (TNI Based) for all new hires and tenured associates on the floor. Lead a team of 14trainers, supporting 5 locations within India.
  • Part of the strategic leadership team for Capital Markets vertical. Worked with the leadership team to create Capability Building Framework / Domain Academy for the Capital Markets vertical. Created Skill Matrix for every process level along with the process SDLs
  • Worked closely with the M&A team to identify potential opportunities for the organization to acquire new business. Was instrumental in performing due diligence for acquisition of Viteos (Shadow Accounting Firm) by Wipro. Provided critical domain support to the M&A team and assessed Viteos applications and utilities used for their shadow accounting business.
  • Strong domain expertise in E2E investment banking operations and different asset classes. Delivered more than 500+ hours of class room IB domain training covering employees across all levels.
  • SME for all Buy Side business. Participated in all critical meeting with the client’s stakeholders, ensuring the first ever deal win on the buy side (Hedge Funds Ops) for one of the leading global investment bank.
  • Work closely with pre-sales / solutions team in responding to RFI / RFPs from potential and existing clients.
  • Successfully launched CAMS (Certified Anti Money Laundering Specialist) and IOC (Investment Operations Certificate) programs for the vertical covering supervisor and above level.

Senior Manager – BA Continuum India Pvt. Ltd. Gurgaon (Nov’10 –Feb’12)
  • Responsible for leading the training initiatives for Global Market Operations and Middle Office vertical. Providing learning support to 900 associates across Hyderabad and Gurgaon sites.
  • Responsible for developing training strategy to support different Jurisdictions / Business Lines across the world.
  • Participated in regular calls with onshore business partners to assess the domain training requirements.
  • Responsible for all new hire on boarding plan. Making sure that all new hires go thru the detailed domain training program for 10 days before being aligned to the process.
  • Responsible for identifying the key skill sets basis the process requirements. Specialization in creating Skill Metrics
  • Lead the Mentor – Mentee initiative for identified Top Talent of associates across both the sites
  • Responsible for driving the Strategic Learning Path created for each and every associate. Providing critical inputs to the senior management on inclusion / exclusion of certain programs. Monitoring the progress on a monthly basis.
  • Lead a team of 3 Team Leads and 1 Team Developer responsible for delivering domain training related to Investment Banking.
  • Responsible for providing training on different asset class like Equities, Futures, Bonds, Options and other financial products with specialization in the field of Custody n Clearing, Corporate Actions and market utilities like Bloomberg, Euroclear and SWIFT.

Associate Vice President - Nomura Services India Pvt. Ltd - Mumbai (Dec’09 – Aug’10)
  • Responsible for conducting monthly Training Need Analysis meeting with process heads and respective managers to understand their training requirements and accordingly preparing the training calendar.
  • Responsible for providing training on different asset class like Equities, Futures, Bonds, Options and other financial products with specialization in the field of Custody n Clearing , Corporate Actions and market utilities like Bloomberg and SWIFT.
  • Responsible for creating Learning Path / Career Path for all employees and tracking the progress made by each employee on a monthly basis.
  • Responsible for New Hire Training program – a 5 day comprehensive program covering the basics of all financial instruments like Futures / Options / Swaps / Fixed Income Instruments / Custody n Clearing.
  • Coordinating with institutes like CISI, ISDA and FSA.

Manager Training Fund Services - HSBC Securities Services - CoE, Kolkata (Jan’09 – Nov’09)
  • Responsible for providing E2E training on Custody and Clearing/ Hedge Fund Accounting process.
  • Accredited trainer for imparting training on Lotus Notes and MS – Excel.
  • Facilitating the training for IAQ (Investment Administration Qualification) which is a statutory requirement as per FSA (UK) for staff handling process for IFS (Institutional Fund Services), based out of UK.
  • Handling all process training requirements for IFS (Institutional Fund Services) process. Responsible for conducting process induction training program for Transfer Agency process.
  • Responsible for preparing the monthly training delivery MIS for the senior management team. This MIS is prepared for all the 3 CoE locations. SPOC for any MIS related query.

Manager Training Custody Services - HSBC Securities Services - CoE, KualaLumpur (Jan’08 to Dec’08)
  • Got seconded to KualaLumpur CoE site for one year in Jan’08, the first ever for any member of the training team.
  • Responsible for providing training support to the Corporate Actions vertical.
  • Developed base level training program to impart knowledge on the concept of Corporate Actions and related events.
  • Created a project plan for the entire training team.
  • Responsible for conducting monthly meeting with the process managers to understand any training issues.
  • Created automated leave planner for the training team, providing leave status at any given point of time.
  • Responsible for delivering the training on Anti Money Laundering – mandatory training program for all staff.
  • Supported new migrations in terms of providing them with training materials.

Manager Training – Fund Services - HSBC Securities Service – CoE, Kolkata (Sept’06 to Dec’07)
  • Part of the pilot team for Kolkata site.
  • Responsible for providing complete business knowledge to all new hires.
  • Delivered 5000+ hrs of training to all new and existing staff members.
  • Developed specialization in the field of Portfolio valuation and Fund of Fund reconciliations.
  • Delivered the first ever night shift training program for the HSS CoE.
  • Responsible for conducting monthly meeting with the process managers to understand any training issues.
  • Completed CQI project to reduce printing cost for the training materials.
  • Responsible for coordination with the HR team for finalizing the recruitment numbers on a monthly basis.
  • Responsible for preparing the monthly training delivery schedule and sharing it with the stakeholders.
  • Single point of contact for coordinating with the L&D team for providing soft skills training to the staff.

Other Experiences:
  • Senior Analyst - American Express India Pvt. Ltd, New Delhi (July’97 to Aug’06)
  • Asst. Accts. Officer - Tata Consultancy Services, New Delhi (July’96 to July’97)
  • Accts & Commercial Officer -Mistral Airconditioning Services Co. Pvt. Ltd., New Delhi (Oct’95 to July’96)
  • Accountant - M/s Chandra Enterprises, New Delhi (March’95 to Sept’95)
  • Accountant - Himachal Futuristic Communications Ltd., New Delhi (Feb’94 to Feb’95)
  • Accounts Assistant - M/s S. Sahay & Co., New Delhi (Jun’92 to Feb’94)

1992 I.S.C.T. Advance Diploma Course in Computer Application and Programing
1989–1992 Delhi University B.Com (P) from Shaheed Bhagat Singh College

Computer Proficiency
  • Functional expertise in MS Office, usage of Internet, Intranet.
  • Trainer for Lotus Notes, Outlook and Excel.

Training Programs Attended
  • TTT (Train The Trainer) by Dale Carnegie Institute
  • Seven Habits of Highly Effective People
  • Team Building Exercises
  • Effective Writing Skills
  • BOYA (Build On Your Abilities)
  • AECR (Achieving Extra- Ordinary Customer Relations)
  • SOX 404
  • TQM (Total quality Management)
  • Management Program for Managers by Franklin Covey Institute