Arpita Kundekar
Mumbai
Summary
Dedicated finance professional with valuable experience in the dynamic field of the mutual fund industry. Seeking a challenging role where I can leverage my in-depth knowledge of mutual funds, investment strategies, and financial analysis. Committed to optimizing fund performance, ensuring compliance with industry regulations, and delivering exceptional results. Eager to contribute my skills and expertise to support the organization's financial goals and enhance its reputation in the mutual fund sector.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Manager- VRM
ABSL Mutual Fund
12.2023 - Current
- Building and maintaining relationship with existing distributor through virtual phone calls, emails, video calls
- Recommending appropriate mutual fund schemes based on the customer's risk profile and investment objectives
- Providing prompt and accurate responses to distributor inquiries and queries
- Conducting periodic reviews of client portfolios and suggesting rebalancing or adjustments as necessary
- Achieving sales targets set by the Manger and increase the AUM and SIP book month on month basis
- Updating the distributor regarding recent changes in the compliance and documentation
- Providing training and support to distributor for utilization digital tools, platforms and provide virtual support
Client Service Officer
HDFC MUTUAL FUND
Mumbai
07.2022 - 12.2023
- Attending the walk-in investors and assisting in their financial and non-financial queries and resolving them.
- Handling financial transactions like filling/checking the application forms, SIP forms, and KYC forms thoroughly and sending them for processing after verifying the details.
- Checking the daily rejections, if any, and informing the same to the investor/distributor
- Attending the distributors on call and assisting in resolving their financial and non-financial queries.
- Providing the account statement, necessary forms, and documents to the investors and distributors.
- Attending the mails and forwarding the same to the concerned team for further action
- Attending investors' queries on call and helping them resolve the same.
- Keeping records of the day-to-day transactions, preparing the parking lot, and sending the same for processing.
- Assisting in resolving the service of the month activities like PAN and Aadhar linking,
- nomination updating by informing the investor on calls as well as mail.
- Assisting the investor in making online transactions, as well as updating other details online through the CAMS website.
- Resolving the queries related to third-party validation, wherein the data has not been verified.
- Assisting the RM in resolving their folio-level queries. Keeping the records of New Fund Offer during its period and sending the reports for the same.
- Preparing the end of the day reconciliation regarding the total transactions, the checks deposited by AMC, and checks sent to cams.
Internship Trainee
Prospero Money Pvt Ltd
04.2021 - 11.2021
- Assisted in the processing of mutual fund transactions, ensuring accuracy and compliance with industry regulations
- Collaborated with the team to provide exceptional client support and resolve inquiries
Education
PGDM -
UMA Krishna Shetty Institute of Management Studies and Research
12.2022
M.Com -
Mumbai university
12.2022
B.Com -
Mumbai University
12.2020
Skills
- Ms word
- MS Excel
- Power Point
- Operations Management
Certification
- MSCIT
- Tally ERP.9
- NISM-V-A- Mutual Fund Distributor
- NISM-V-C-Mutual fund Distributer-Level2
- Udemy-Comprehensive guide to financial market and trading
- Certification Program in 'Investment Banking Operation'
- Certification Program in 'Hedge Fund Operations'
Languages
- English
- Hindi
- Marathi
Timeline
Assistant Manager- VRM
ABSL Mutual Fund
12.2023 - Current
Client Service Officer
HDFC MUTUAL FUND
07.2022 - 12.2023
Internship Trainee
Prospero Money Pvt Ltd
04.2021 - 11.2021
PGDM -
UMA Krishna Shetty Institute of Management Studies and Research
M.Com -
Mumbai university
B.Com -
Mumbai University
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