B. Soni Kumari
Associate Manager - Mutual Fund
Chennai,TN
Summary
Experienced Financial Planner and Team Lead with over a decade of expertise in mutual funds, life insurance, and Demat account advisory. Currently managing 500+ Super HNI & HNI clients with an AUM of ₹75 Crores. Skilled in financial planning, goal-based advisory, team leadership, and BPO operations (Airtel voice process). NISM-certified with a strong client service approach and a background in both sales and customer support.
Diligent [Desired Position] with background in overseeing daily operations and team management. Successfully implemented process improvements and streamlined workflows, enhancing productivity and team efficiency. Demonstrated leadership and problem-solving skills in fast-paced environments.
Overview
15
15
years of professional experience
1
1
Certification
5
5
years of post-secondary education
Work History
Associate Manager – Mutual Fund Advisory
FundsIndia.com
09.2013 - Current
- Rose from Customer Service Executive to Associate Manager, managing over ₹75 Crores AUM across 500+ Super HNI & HNI clients.
- Provide personalized financial planning, portfolio reviews, goal-based investment strategies, and need-based analysis.
- Lead a team responsible for mutual fund advisory, account onboarding, and Demat account opening.
- Ensure client retention through proactive communication and advisory excellence.
Customer Service Executive – Airtel Voice Process
AEGIS / ALLSEC Technologies
01.2011 - 06.2013
- Delivered excellent customer support for Airtel telecom services, resolving queries and managing escalations.
- Maintained a high level of customer satisfaction in a fast-paced BPO environment.
Sales Executive – Life Insurance
NetAmbit
01.2011 - 01.2011
- Sold life insurance products through direct client engagement.
- Conducted need-based assessments and explained suitable coverage plans to clients.
- Short-Term
Education
Master of Arts - Sociology
University of Madras
07.2009 - 04.2011
Bachelor of Arts - Arts
Queen Mary's College
Queen Marry's College, Chennai 07.2006 - 04.2009
Skills
- Financial Planning & Wealth Management
- Mutual Fund Advisory & Distribution
- Demat Account & Share Trading (Basic)
- Goal-Based Investment Planning
- Team Leadership & Training
- CRM Tools & BPO Process Management
- Strong Communication & Client Handling
Certification
- NISM Series V-A – Mutual Fund Distribution (Certified)
- Certified Financial Planner (CFP) – Currently Pursuing
Languages Known
English
Hindi
Tamil
Bhojpuri
Disclaimer
Disclaimer: I affirm that the information provided in this resume is true and complete to the best of my knowledge.
Date :
Place :
Timeline
Associate Manager – Mutual Fund Advisory
FundsIndia.com
09.2013 - Current
Customer Service Executive – Airtel Voice Process
AEGIS / ALLSEC Technologies
01.2011 - 06.2013
Sales Executive – Life Insurance
NetAmbit
01.2011 - 01.2011
Master of Arts - Sociology
University of Madras
07.2009 - 04.2011
Bachelor of Arts - Arts
Queen Mary's College
07.2006 - 04.2009
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