Experience

Degree 212 Investment Services & IMF Pvt Ltd
• India
• Investment Management
• 1 - 100 Employee
• Co Director

  • Nov 2021 - Present


SYMBIOSIS INTERNATIONAL UNIVERSITY

• India
• Higher Education
• 500 - 600 Employee

• Pursuing PhD in Management

  • Aug 2022 - Aug 2023

  Pursuing PhD in Management Pursuing PhD in Management



Aditya Birla Sun Life Mutual Fund (ABSLMF)

• India
• Financial Services
• 700 & Above Employee

• Regional Head - Client Relations and Operations

  • Jun 2008 - Jul 2021

  Managed the Region which is one of the largest regions in India, with the team size of 30 people having impeccable sales and CROPs synergy across all ROMG locations. During my tenure, Client Relations and Operations team ROMG managed transactions with 99.95% accuracy YoY with 100% Client Requirements resolution TAT. Single-handedly managed Shrestha computation for 3 years (Aug 2014 to Sep 2017) which is ABSLAMC’s PAN India branch evaluation matrix which aims at providing best in… Show more Managed the Region which is one of the largest regions in India, with the team size of 30 people having impeccable sales and CROPs synergy across all ROMG locations. During my tenure, Client Relations and Operations team ROMG managed transactions with 99.95% accuracy YoY with 100% Client Requirements resolution TAT. Single-handedly managed Shrestha computation for 3 years (Aug 2014 to Sep 2017) which is ABSLAMC’s PAN India branch evaluation matrix which aims at providing best in class service experience to customers across all our touch points, by giving speedy, simple and first time right solutions and to become the Role Model in service and operational excellence, involving complex parameters in tandem with Organization Vision and mission. Recipient of prestigious ABG Distinguished Achiever Award in Dec 2018 Recipient of prestigious ABC Emerging Leader Award in July 2018 Topped the chart in Leadership Talent Development Program in 2017-18 Finalist of the prestigious ABG Young Professional Award in Dec 2009 Played key role in rolling out new version Shrestha 2.0. ROMG branches like Pune main, Nagpur, Panjim and Pune Pimpri were Annual Winners in all the 4 branch categories. Contributed in the project of new advanced version of Vision called EnVision wherein made significant contribution by way of being part of all the development stages. Checked more than 700 scenarios before the actual UAT of the application. Maneuverer PAN India UAT of Pro Vision and provided guidance to the branches during the process. Kept a meticulous track of observations/feedbacks in Bug – Tracker and was part of all the discussions end to end ensuring the intensity of the involvement progressed session by session. Played a role in Training and Development team and provided inputs in the project which was aiming at providing structured training to the new team members. Introduced the concept of “Distributor Engagement Saturday”

• Cluster Manager - ROMG

  • Jul 2005 - May 2008

  Monitored the transaction processing and Client Queries in ROMG Region. Recruitment and on boarding and periodic training of the team members at ROMG locations. In 2007 Pune branch secured high audit rating in erstwhile ABFS audit and thereon I was selected to impart audit training to Large and Mid-size branches which rendered positive impact on the audit rating at these locations.

• Cluster coordinator for Client relations & Operations

  • Jun 2003 - Jun 2005

  Single Handedly handled the transactions at Pune location and handled Client queries and requirements coming from all avenues across the region. Served as the one-point contact for ROMG distributors and investors (Retail and Institutional) wherein I ensured 100% accuracy in the transaction processing and Query TAT. I was the reporting manager for 4 transaction points operating in the “Hub and Spoke model”, namely Nagpur, Nasik, Panjim, Amravati. Monitored R&T work and… Show more Single Handedly handled the transactions at Pune location and handled Client queries and requirements coming from all avenues across the region. Served as the one-point contact for ROMG distributors and investors (Retail and Institutional) wherein I ensured 100% accuracy in the transaction processing and Query TAT. I was the reporting manager for 4 transaction points operating in the “Hub and Spoke model”, namely Nagpur, Nasik, Panjim, Amravati. Monitored R&T work and escalation handling on T+0 basis. Single handedly managed large NFO processing for the region.