Operations Manager

• Jul 2017 - Present

Assistant Manager Operations

• Sep 2014 - Aug 2023

1) Responsible for handling the back office operations like processing of MF transactions, customer queries, sending daily MIS report to the corporate office for pune & ROM. 2) Responsible for HV Reporting, T+1 payouts of purchase as well as redemption transactions. 3) Reviewing all pre and post purchase documents as per CAMS (Computer Age Management Service) parameters and sending all the documents for updation in the system. 4) Responsible for managing Branch Administration like maintaining supply of marketing Repositories, Leave Record management for Pune branch. 5) Handing Daily request & complaints received from investor / broker , forwarding the same to concerned department & ensure the same resolved within TAT 6) Participated in ISO Audit For IDFC AMC ltd Pune & Successfully handled Mutual NFO’s & FMP 7) Experience of working on System like EISC, HVR, SBFS 8) Responsible for checking Empanelment & broker Registration Documents 9) Responsible for all reporting work like Sign Exception, DC Rejection , RPR, HV, Compliant, Cheque File , Investor request , Corporate Document , out serve , MIS , KYC,s , EUIN updating reports 10) Experience of working with CAMS (Computer Age Management Service) , SBFS (Sundaram BNP Paribas Fund Services Ltd ) 11) Experience of working on system like Mutual times , QTS at sundaram AMC 12) Responsible for office administration , petty cash maintain Show less

Senior Executive (Customer service & Operation)

• Apr 2012 - Sep 2014

BNP Paribas Mutual Fund is part of a global network seeking to combine in-depth local market knowledge with the expertise gained from managing investments throughout numerous market cycles and conditions across the world. BNP Paribas Mutual Fund is part of a global network seeking to combine in-depth local market knowledge with the expertise gained from managing investments throughout numerous market cycles and conditions across the world.

Senior Executive

• Mar 2007 - Feb 2012

* In depth knowledge of Investor Service and Back office Operations of Mutual Funds *Exposure of Mutual Fund, product selling. *Responsible for handling the back office operations like processing of MF transactions, customer queries, sending daily MIS report to the corporate office for pune & ROM. * Experience of working on System like EISC, HVR, CRM,CVL * In depth knowledge of Investor Service and Back office Operations of Mutual Funds *Exposure of Mutual Fund, product selling. *Responsible for handling the back office operations like processing of MF transactions, customer queries, sending daily MIS report to the corporate office for pune & ROM. * Experience of working on System like EISC, HVR, CRM,CVL