Experience

Bandhan Mutual Fund

• India
• Financial Services
• 200 - 300 Employee

• Associate Vice President

  • Sep 2009 - Present

  Current profile includes handling a team of 6 members acting as one point contact for Distributor Servicing, processing desk of Exchange MF transactions, Demat queries & taking care of system development projects Key Achievements: • Built an automated web based system – DMS (Distributor Management Services) which takes care of systematic Dist. Empanelment, Brokerage Structure approval & any communication to aprox 30,000 empanelled Distributors in single trigger. • Created “Broker Helpdesk” a dedicated centralized team to handle Distributor queries, requests, and complaints across India with features of TAT based query recording, quick resolution resulting into greater Distributor satisfaction. • Launched IDFC schemes on Exchange’s MF Platform (Member + IFA Model) since inception, currently one point contact for any queries on demat of units & exchange transactions • Smooth execution of liquidation process of IDFC pension fund as per the PFRDA regulations and transfer of corpus of Rs. 15.86 crores to SBI pension fund company on due date. • Successfully implemented web based system-HUB CRM (Customer Relationship Management) for online creation of Distributor database, recoding of sales interactions, sales goals, queries and complaints management, Dashboard. This has resulted in greater transparency and accuracy in measuring performance across sales team and Distributor management. Recent Awards: "Fintec India Award" in Jan'17 for DMS (Distributor Management System) “Break through initiative” Award for F.Y. 2014 across entire IDFC group Winner of “ iSell Academy Award” – Feb’12 . (Hand written appreciation letter from President & CEO of IDFC AMC Certificate of Recognition for the support and assistance provided during IT implementation – Nov’10 Show less



DSP Mutual Fund

• India
• Financial Services
• 500 - 600 Employee

• Asst. Manager - PMS Operations

  • May 2006 - Sep 2009

  Post-trade Back Offfice Servicing,Digital Trade Processing,Cash flow Management,Portfolio Accounting,Client Reporting,Compliance Reporting, Account Reconciliations (Bank, DP & Mutual Fund), Client's Sign up, Liasoning with Banks,Custodians,Service Providors,Consultants,etc.,Handling Auditors,Support Functions to the Front Office in terms of MIS reports etc. Post-trade Back Offfice Servicing,Digital Trade Processing,Cash flow Management,Portfolio Accounting,Client Reporting,Compliance Reporting, Account Reconciliations (Bank, DP & Mutual Fund), Client's Sign up, Liasoning with Banks,Custodians,Service Providors,Consultants,etc.,Handling Auditors,Support Functions to the Front Office in terms of MIS reports etc.



Motilal Oswal Financial Services Ltd

• India
• Financial Services
• 700 & Above Employee

• Senior Executive – NRI Operations

  • Oct 2005 - Apr 2006



kotaksecuritiesltd

• India
• Financial Services
• 1 - 100 Employee

• Senior Executive – PMS Operations

  • Feb 2004 - Sep 2005



ENAM

• Investment Banking
• 200 - 300 Employee

• Assistant Manager – Accounts

  • Jun 2001 - Aug 2002



HRS Insight Financial Intermediaries Pvt. Ltd.

• Senior Executive – Accounts & Administration

  • Nov 1995 - Mar 2001



M/S Ostwal Desai & Kothari, Chartered Accountants

• Article Clerk

  • Jul 1992 - Sep 1995