Anusha Paras Damle
Experienced Back Office with over 10 years in Mutual Fund Industry in RTA Operations Role
Mumbai
Summary
Motivated and goal-oriented professional seeking to work in an organization that offers diverse opportunities to enhance my skills and knowledge. Eager to contribute meaningfully while continuously growing and achieving both personal and organizational goals.
Overview
16
16
years of professional experience
2009
2009
years of post-secondary education
4
4
Languages
Work History
Deputy Manager - RTA Operations
Mahindra Manulife Investment Co Ltd
04.2024 - Current
- Interacting with RTA CAMS to enhance processes and systems for smoother transaction flow and timely resolution of PAN-India branch queries.
- Interacting with internal and statutory auditors for audit requirements.
- Checking the various banks for fund sighted status and updating the credit status to all branches.
- Charging expenses to accounts and cost centres by analysing invoice, expense reports, and recording entries.
- NFO set-up and post-completion of NFO activities.
- Follow-up, recording of vendor invoices, and resolution of their payment-related queries.
- Co-ordinating with banks for ID creation, re-KYC processes, and the opening of new accounts.
Assistant Manager – Investor Services
Navi AMC
08.2019 - 06.2021
- Worked as “Investor Services-Back Office” in Mutual Fund Department since Aug'2019 to Jun'2021
- Handling mutual fund division along with end-to-end operations & MF processing.
- Handling MF corporate action process like dividend payout /dividend reinvestment that are issued to clients, by coordinating with concerned RTA/AMC.
- Maintaining brokerage structure and brokerage feed files, received from RTA and uploading files in software & mapping records.
- Effective handling & monitoring day to day operations viz transaction processing, effective allotment /payouts, monitoring controls, KYC, Audits, etc.
- Co-ordinating with RTA, as and when required.
- Smooth branch coordination - to ensure quick resolution and to avoid any escalations.
- Handling various day to day transactional activities.
- Monitoring activities and handling evaluation of agent’s performance.
- Assisting sub agents in regard to any transactional & website related issues/queries.
Manager – Investor Services
TAURUS AMC LTD
09.2018 - 04.2019
- Job Responsibilities as “Investor Services-Back Office” in Mutual Fund Department since Sep’ 2018 till Apr’2019.
- Resolving distributor queries on mail by co-ordinating with the distributor and AMC as and when required.
- Preparing balance confirmation.
- Ensuring that the investor’s emails are replied appropriately, within the given TAT.
- Preparing & uploading KYC & CKYC data in bulk upload.
- Monitoring of day-to-day operational process and executions.
- Charging expenses to accounts and cost centers by analyzing invoice/expense reports & recording entries.
- Reconciling processed work by verifying entries and comparing system reports to balances.
- Reporting sales tax by calculating requirements on paid invoices.
- Entering and uploading invoices into system.
- Maintaining vendor files.
- Assisting with month end closing.
- Preparation and internal circulation of Knowledge Series.
Assistant Manager – Investor Services
AXIS AMC LTD
08.2015 - 09.2018
- Job Responsibilities as “Investor Services-Back Office, Distribution” in Mutual Fund Department since Aug’2015 till Sep’2018.
- Resolving distributor queries on mail by co-ordinating with the distributor and AMC as and when required.
- Sending Physical Letters, SMS and Emails to Investors and simultaneously keeping a track of the respective PODs.
- Tracking SMS bounce cases for redemption.
- Callings done to ensure credit of redemptions.
- In case, investors have not received dividends / redemptions, follow-up is done with Karvy to retrieve COB and co-ordination is done with the NCT team simultaneously.
- Looking after online & offline Mutual Fund process.
- Resolving online & offline queries of investors and distributors (i.e. website / mobile app & distributor app).
- Exchange of information with local RTA for daily activities.
- Follow-up done to release payout, keeping a track of the feeds (status) received from them.
- On account of any rejection cases, corrective measures are taken to rectify the appropriate COB.
- Preparing weekly redemption & dividend summary.
- Preparation and internal circulation of Knowledge Series / EDM.
- Co-ordinating with Marketing team for EDM done & sending service updates to employees.
- Preparing PPT for distributor engagement, FATCA, UBO PPT, SIP Flow charts, existing investors and new investors, corporate online procedure, etc.
- Undertaking callings of un-empaneled list and converting the same to empaneled.
- Distributor empanelment and clearance of backlog of brokerage.
- Preparing FAQs for product updations.
- Handling mails of the investor/ easy call / matrix for brokerage structure.
- Co-ordination with central complaint management team.
- Co-ordination with internal sales team for various queries, complaints & updates.
Senior Executive
IDBI Intech Ltd
01.2010 - 08.2015
- Job Responsibilities as “Investor Services - Customer Care" in Mutual Fund Department since Jan ’10 till Aug’15.
- Handling customer/distributor queries related to IDBI Mutual Fund on calls and through emails.
- Achieving the target set by the company within the specific period of time.
- Communicating with branch heads, for any issues.
- Assisting agents on calls.
- Assigning / re-assigning of mails.
- Appointment targets and delivery.
- Managing team performance, through tracking and coaching.
- Client co-ordination.
- Motivating team members, through briefing and training.
- Identifying areas of improvement and giving constructive and direct feedback to CREs, on communication skills.
- Co-ordinating with various RTA & other AMC’s for smooth operations.
Education
B Com -
Correspondence
H.S.C. - undefined
S.H Jondhale Vidhya Junior College
S.S.C. - undefined
Modern English High School
Skills
- MS-CIT
- KBOLT (KARVY SYSTEM)
- MF 360 (CAMS SYSTEM)
Personal Information
- Date of Birth: 06/11/87
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Achievements And Recognitions
- IDBI Intech, Transferred to IDBI Mutual fund customer care department as 'Trainer'., 08/01/11
- Spanco Telesystem Ltd, Declared as 'Star of the Month' in September '08 & June '09., 09/01/08, 06/01/09
Timeline
Deputy Manager - RTA Operations
Mahindra Manulife Investment Co Ltd
04.2024 - Current
Assistant Manager – Investor Services
Navi AMC
08.2019 - 06.2021
Manager – Investor Services
TAURUS AMC LTD
09.2018 - 04.2019
Assistant Manager – Investor Services
AXIS AMC LTD
08.2015 - 09.2018
Senior Executive
IDBI Intech Ltd
01.2010 - 08.2015
H.S.C. - undefined
S.H Jondhale Vidhya Junior College
S.S.C. - undefined
Modern English High School
B Com -
Correspondence
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