ANJALI SINGH
Vapi
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
5
5
years of post-secondary education
3
3
years of professional experience
Work History
Relationship Manager
Futurewise Technologies Private Limited
Vapi
07.2026 - Current
- Provided expert guidance on financial products tailored to client needs.
- Cultivated strong relationships with clients to enhance customer satisfaction.
- Coordinated client onboarding processes to ensure seamless integration of services.
- Collaborated with internal teams to resolve complex client issues efficiently.
- Evaluated clients feedback to identify areas of improvement in products or services offered.
Operations Executive
Futurewise Technologies Pvt. Ltd.
Vapi
01.2025 - 06.2026
- Managed end-to-end client onboarding, KYC compliance, and mutual fund transaction processing across NSE, BSE, MFU, and IFANOW platforms, maintaining full regulatory adherence.
- Partnered with Product and Technical teams to translate recurring customer pain points into feature requests and process fixes, contributing directly to platform improvements on the client-facing portal.
- Conducted client onboarding walkthroughs and platform training sessions, identifying usability friction to inform product team for enhanced onboarding flow.
- Administered the end-to-end LAMF (Loan Against Mutual Funds) process including portfolio management and AUM reconciliation, resolving client issues in coordination with internal teams.
- Acted as primary liaison between customers and internal teams, improving resolution turnaround through proactive issue tracking and communication.
- Developed and maintained operational and management reporting for leadership, highlighting trends in customer escalations to support informed decision-making.
Financial Service Representative
Rohit Finvest
Vapi
05.2023 - 12.2024
- Managed a diverse portfolio of client investment accounts end-to-end, optimizing asset allocation and strengthening retention through data-driven insights.
- Resolved KYC queries end-to-end, enhancing customer satisfaction through reduced resolution time.
- Delivered investment insights to clients based on fund performance data and market trend analysis, supporting informed decision-making.
- Executed daily financial transactions - purchases, redemptions, account updates - ensuring compliance with SEBI regulations.
- Delivered investment insights to clients using fund performance data and market trend analysis, facilitating informed decision-making.
Education
Master of Business Administration (MBA) - Finance
Veer Narmad South Gujarat University
Surat 06.2021 - 04.2023
Bachelor of Commerce (B.Com) - Finance & Accounting
Maharaja Sayajirao University of Baroda
Vadodara 06.2018 - 04.2021
Skills
- KYC Compliance
- Financial Transaction Management
- Investment Product Knowledge
- Client Investment Strategies
- Portfolio Analysis
- Customer insights analysis
- Market Research
- Process & Workflow Improvement
- Requirements Gathering
- Microsoft Excel
- Data Analysis Tools
- Cross-functional collaboration
- Client engagement
- Client relationship management
- Financial product knowledge
Certifications Academic Projects
- Certification, Data Analysis Using SPSS
- Academic Project, An Analysis of Investment in Mutual Funds through Systematic Investment Plan (SIP), Applied SPSS-based statistical analysis to evaluate SIP performance trends and investor behavior.
- Academic Project, Consumer Perception Towards the Insurance Sector, Conducted survey-based market research to assess consumer attitudes and product-fit gaps.
Timeline
Relationship Manager
Futurewise Technologies Private Limited
07.2026 - Current
Operations Executive
Futurewise Technologies Pvt. Ltd.
01.2025 - 06.2026
Financial Service Representative
Rohit Finvest
05.2023 - 12.2024
Master of Business Administration (MBA) - Finance
Veer Narmad South Gujarat University
06.2021 - 04.2023
Bachelor of Commerce (B.Com) - Finance & Accounting
Maharaja Sayajirao University of Baroda
06.2018 - 04.2021