Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessDevelopmentManager
Bindu Jugalkishore Sharma

Bindu Jugalkishore Sharma

Ulhasnagar

Summary

Senior wealth management and banking operations leader with 18+ years of experience in client servicing, central operations, and process governance. Proven expertise in service quality, compliance, and stakeholder management, with a track record of driving operational excellence, workflow automation, and client satisfaction. Recognized for strategic leadership, execution oversight, and audit readiness.

Overview

16
16
years of professional experience
2
2
Certifications

Work History

Assistant Vice President

Ambit Wealth Pvt. Ltd.
01.2024 - Current
  • Leading wealth client servicing & onboarding with First-Time-Right (FTR) approach.
  • Driving workflow automation and service efficiency improvements.
  • Managing execution teams, account openings, and transaction workflows.

Assistant Vice President

Waterfield Advisors Pvt. Ltd.
01.2022 - 01.2024
  • Executed mutual fund transactions ensuring compliance with cut-off timelines.
  • Managed portfolio diagnostics & reporting via Valuefy platform.

Senior Service Manager

Kotak Private Wealth
01.2017 - 01.2022
  • Oversaw wealth client servicing, mutual fund transactions, and compliance adherence.
  • Supervised liability operations including RTGS, NEFT, remittances, and trade transactions.

Branch Sales & Service Manager

Standard Chartered Bank
01.2010 - 01.2017
  • Directed branch operations, AML compliance, and reconciliation processes.
  • Managed high-value transactions and cross-selling initiatives.

Education

B.Sc. - Mathematics

Skills

MS Office Suite (Word, Excel, PowerPoint)

Operations management

Certification

IRDA Certified

Timeline

Assistant Vice President

Ambit Wealth Pvt. Ltd.
01.2024 - Current

Assistant Vice President

Waterfield Advisors Pvt. Ltd.
01.2022 - 01.2024

Senior Service Manager

Kotak Private Wealth
01.2017 - 01.2022

Branch Sales & Service Manager

Standard Chartered Bank
01.2010 - 01.2017

B.Sc. - Mathematics

Bindu Jugalkishore Sharma