Nagachandrika B R
Bangalore
Summary
Seasoned Branch Operations Manager with a proven track record at Bajaj Finserv Asset Management Pvt Ltd, showcasing expertise in mutual fund operations and enhancing stakeholder satisfaction. Demonstrates a strong command of MS Office and programming languages like C++, coupled with exceptional problem-solving skills. Successfully handled multiple NFOs, achieving significant process efficiencies.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Branch Operations Manager
Bajaj Finserv Asset Management Pvt Ltd
Bangalore
02.2024 - Current
- Handling Mutual fund Operations, Day to day Activities Like Displaying NAV, Addendums
- Coordinating Daily with RTA (CAMS) for Financial and Non-Financial Transactions
- Maintaining Time Stamp Registers at branches
- And Processing the financial transactions as per the TAT (Turn around time) as per SEBI Guidelines
- Reporting High value transactions to Head Office
- In-house processing of KYC under CAMS and CVL KRA Platforms
- Handled Multiple NFO (New fund Offer)
- Across Karnataka Handled Escalations and queries of Distributor and also the Direct Clients and resolved in efficient way
- Handling Distributor Channel / Banca Channel / ND's for Karnataka.
Client Service Manager
360 One Wealth Management Pvt Ltd
Bangalore
10.2022 - 01.2024
- Company Overview: Formerly Known as IIFL Wealth Management Pvt Ltd
- Part of the Client servicing team which encompasses all activities of the Wealth Management Function
- Responsible for establishing effective and efficient business process model that help in increasing productivity and stakeholder's satisfaction
- Working on technology platforms as Caliber, Wire and Sales force CRM systems in order to maintain, retrieve and prepare the client portfolio's on a regular basis
- Liasioning with various divisions of IIFL such as the direct equity division, credit team and the asset management team in order to provide data to clients as per their requests
- Providing back-end support to process the Direct Equity, Mutual fund, PMS, Structured products, LAS, funding transactions of the clients
- Preparation of customized MIS for each client which includes providing timely portfolio valuations and analysis
- Formerly Known as IIFL Wealth Management Pvt Ltd
Assistant Manager Customer Service
Union Asset Management Pvt Ltd
06.2018 - 10.2022
- Handling Mutual fund Operations, Day to day Activities Like Displaying NAV, Addendums
- Coordinating Daily with RTA (CAMS) for Financial and Non-Financial Transactions
- Maintaining Time Stamp Registers at branches
- And Processing the financial transactions as per the TAT (Turn around time) as per SEBI Guidelines
- Reporting High value transactions to Head Office
- In-house processing of KYC under CAMS and CVL KRA Platforms
- Handled Multiple NFO (New fund Offer)
- Across Karnataka Handled Escalations and queries of Distributor and also the Direct Clients and resolved in efficient way
- Handling Distributor Channel for Bangalore
Customer Service Executive
Edelweiss Asset Management Company
06.2016 - 06.2018
- Handled Mutual fund Operations, Day to day Activities Like Displaying NAV, Addendums
- Coordinated Daily with RTA (Karvy) for Financial and Non-Financial Transactions
- Maintained Time Stamp Registers at branches
- And Processed the financial transactions as per the TAT (Turnaround time) as per SEBI Guidelines
- Reported High value transactions to Head Office
- In-house processing of KYC under Karvy and CVL Platforms
- Handled PMS & Also Alternatives across south
Customer Service Executive
SBIMutual Fund
Bangalore
08.2013 - 01.2016
- Handled Mutual fund Operations, Day to day Activities Like Displaying NAV, Addendums
- Coordinated Daily with RTA (CAMS) for Financial and Non-Financial Transactions
- Maintained Time Stamp Registers at branches
- And Processing the financial transactions as per the TAT (Turnaround time) as per SEBI Guidelines
- Reported High value transactions to Head Office
- In-house processing of KYC under CAMS and CVL Platforms
- Handled Multiple NFO (New fund Offer)
- Handled Distributor Channel & Also Banking Channel for Bangalore
Customer Service Officer
ICICI Bank Ltd
Bangalore
08.2009 - 08.2013
- Handled All Kinds of Loan Disbursements, Closures, Part payments
- Issuance of NOC's
- (No Objection Certificates)
- Audit related to Loans
- (yearly audits/Half Yearly audits)
- A/c related transactions like a/c activations, A/c closures and signature verifications for ECS and Cheque payments
- Cross selling of Mutual funds, Gold coins, A/c openings, Insurance products (General and life) and Channel migration for internal bank transactions
- Audit related aspects like Registers maintenance, reports maintenance
Education
Post- Graduation Diploma - Software Development
Mysore University
01.2008
BSc - Electronics
P.E.S College Of Science
01.2007
Skills
- Working knowledge of MS Office (Word, Excel, PowerPoint, Outlook)
- Proficiency in internet usage
- C , C,Java Oracle ,
Certification
NISM Mutual Fund Series-V
Languages
- Kannada
- English
- Hindi
Disclaimer
I hereby declare that the above-furnished information is true to the best of my knowledge and belief.
Professionalskillsandstrengths
- Goal Oriented - Committed to success
- Excellent communication, people management and interpersonal skills
- Ability & Adaptability to grasp & master processes within a very short span of time
- Highly customer-centric with great attention to detail
- Ability to achieve immediate and long-term goals and meet deadlines
Personal Information
- Father's Name: Ranganna B R
- Date of Birth: 20/12/1986
- Marital Status: Married
Timeline
Branch Operations Manager
Bajaj Finserv Asset Management Pvt Ltd
02.2024 - Current
Client Service Manager
360 One Wealth Management Pvt Ltd
10.2022 - 01.2024
Assistant Manager Customer Service
Union Asset Management Pvt Ltd
06.2018 - 10.2022
Customer Service Executive
Edelweiss Asset Management Company
06.2016 - 06.2018
Customer Service Executive
SBIMutual Fund
08.2013 - 01.2016
Customer Service Officer
ICICI Bank Ltd
08.2009 - 08.2013
NISM Mutual Fund Series-V
Post- Graduation Diploma - Software Development
Mysore University
BSc - Electronics
P.E.S College Of Science
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