J Kalpana Reddy

• Strategic B2B Engagement: Led the expansion of the NSE MF Platform across South India, onboarding over 5.3k + mutual fund distributors and financial institutions, thereby increasing the platform's regional market share in terms of transactions by providing complete hand-holding and Exemplary services.
  Operational Excellence: Streamlined transaction processes, including subscriptions, redemptions, SIPs, SWPs, and STPs, resulting in a 100% reduction in processing time and enhanced client satisfaction
  API Integration & Automation: Implemented API integrations with Banks/ ND/ RD/ Software vendors, facilitating real-time data exchange and reducing manual errors by 98%.
  Stakeholder Collaboration: Coordinated with 43+ Asset Management Companies (AMCs), Registrar and Transfer Agents (CAMS & RIA ), and internal NSE teams to ensure seamless operations and compliance with SEBI regulations.
  Training & Development: Conducted over 320+ training sessions and product demonstrations for distributor partners, enhancing their proficiency in using the NMF platform and increasing transaction volumes.
  Data-Driven Decision Making: Utilized SQL for routine data analysis and reporting tasks, providing actionable insights that informed strategic decisions and operational improvements.
  Technical Proficiencies:
  Platforms: NSE MF, NSE MF Invest and all vendor software that caters to PAN India for reporting platform ( Red vision, Invest Well, Advsorkoj, OFA, Ebix, wealth magic, IFA now, IFA platform, Mint, Vision), Optimum, Vijaya Impresim)
  Tools: SQL, Power BI, Figma (UI/UX)
  Processes: API Integration, Process Automation, Data Analysis,

• Managed critical investment-related queries with top performance ratings across quarters.
• Organized team engagement initiatives to foster collaboration and morale.
• Delivered prompt resolutions, maintaining >95% customer satisfaction ratings.
• Established long-term client relationships through consistent delivery of high-quality products and services.
• Regulatory Compliance and Anti-Money Laundering (AML)

• Led a quality assurance team ensuring compliance and service excellence.
• Conducted audits and reported product quality trends to influence strategy.
• Mentored junior analysts and implemented continuous improvement initiatives.

• Maintained up-to-date knowledge on relevant regulations within the industry, ensuring company practices remained compliant at all times.
• Conducted detailed root cause analyses following any non-conformance events, leading to swift identification and mitigation of potential risks.
• Collaborated with cross-functional teams to identify process improvements, resulting in increased production efficiency and cost savings.