Aishwarya Rao
Dombivli
Summary
Responsible manager in brokerage operations, passionate about delivering outstanding performance Offering 6 years of experience in industry with certification of NISM VA. Well-versed in completing complex analysis to develop and improve operational processes.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Manager
Aditya Birla Capital Mutual Fund
12.2021 - Current
- Managing end-to-end brokerage funding activity
- Providing effective resolution to escalated matters
- Preparing various reports to aid in management and monthly MIS tasks
- Managing monthly brokerage structures and ensuring seamless execution of sales drive
- Streamlined internal processes for enhanced distributor satisfaction
- Reviewing and updating company policies, ensuring compliance with industry regulations and best practices.
- Facilitated audits and process reviews to spot performance bottlenecks and drive improvements.
Associate
Bandhan Mutual Fund
12.2019 - 12.2021
- Managed and addressed queries from MFD’s and stakeholders at PAN level
- Managed monthly brokerage structures manually.
- Maintained monthly data such as brokerage statements, GST invoices, and Non KYC data.
- Created and managed monthly MIS reports for stakeholders
Business Associate
Computer Age Management Services
11.2017 - 12.2019
- Assisted distributors by addressing their queries and requests through calls and emails as a VRM (Virtual Relationship Manager)
- Mentored junior team members on the intricacies of the process
- Facilitated seamless communication between internal teams as well as distributors to ensure alignment on objectives.
Education
Bachelor Of Management Studies
JVM's college
2017
Skills
- Good knowledge of MS office, capital markets and monitoring people
- Ability to multitask and work under pressure
- Positive attitude
- Adaptive and organized
- Decision-making
- Project management
Languages
English
Proficient
C2
Hindi
Advanced
C1
Marathi
Advanced
C1
Tamil
Beginner
A1
Certification
- NISM-5A
- Power BI
- Preparing Data for Analysis with Microsoft Excel
Accomplishments
- Throughout my career at Aditya Birla, I was honored to receive the CEO Kitty Award three times. I won twice individually and once as a team member.
- I was nominated for the Aditya Birla Capital '30 Under 30' award.
Timeline
Manager
Aditya Birla Capital Mutual Fund
12.2021 - Current
Associate
Bandhan Mutual Fund
12.2019 - 12.2021
Business Associate
Computer Age Management Services
11.2017 - 12.2019
- NISM-5A
- Power BI
- Preparing Data for Analysis with Microsoft Excel
Bachelor Of Management Studies
JVM's college
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