Personal Overview
Ecosystem Preferences
About
am a dedicated and result-oriented finance professional with extensive experience in the mutual fund and financial services industry, encompassing customer service, operations, sales support, and business development functions. Over the years, I have developed a strong understanding of end-to-end mutual fund operations, including investor onboarding, KYC validation, folio creation, transaction processing, redemption handling, SIP/STP/SWP registrations, and coordination with RTAs such as CAMS and KFintech. I have actively handled NAV-related processes, reconciliation activities, and ensured strict adherence to regulatory and compliance requirements as prescribed by AMFI, SEBI, and internal AMC policies.
My role has consistently required close interaction with investors, distributors, relationship managers, and internal stakeholders to resolve queries efficiently and maintain high service standards. I possess sound knowledge of customer grievance handling, turnaround time (TAT) management, and escalation resolution, ensuring customer satisfaction and retention. Alongside operations, I have supported sales and business development initiatives