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Nayan Dharamshi
Mumbai
Summary
Results-driven operations and advisory professional with over 11 years of experience. Led initiatives in SEBI-compliant client activation and digital adoption, achieving zero audit findings. Skilled in audits, MIS reporting, and revenue optimization, with a focus on enhancing operational efficiency and driving business growth through strategic planning and effective communication.
Overview
13
13
years of professional experience
Work History
Assistant Manager - Operations
MOTILAL OSWAL FINANCIAL SERVICES LTD.
Mumbai
02.2015 - Current
- Operational Excellence: Conducted post-trade outreach and proactive monitoring, ensuring SEBI adherence and minimizing escalations through diligent oversight.
- Risk Mitigation: Managed daily audits for high-value cases, reducing compliance risks through accurate review of all the trades and clients feedback and check call recording in few risky looking cases.
- Process Engineering: Streamlined workflows through effective management of desk data, Terminal IP/password updates, advisory mapping, and document retrieval, enhancing cross-desk coordination.
- Account Retention: Conducted targeted retention calls for at-risk clients, addressed grievances, and reactivated accounts, successfully preventing capital outflows.
- Portfolio Recovery: Reactivated inactive clients by diagnosing account issues, providing tailored resolutions, and transitioning them to active desks.
- Grievance Resolution: Resolved cases in Investor Grievance Resolution Panel (IGRP) by delivering timely feedback and critical data points to management.
- Product Consulting: Consulted on Third Party Products (TPP) including SIP, IAP, and Insurance, placing orders and resolving complex queries for a diverse client base.
- Client Onboarding: Profiled new clients and demonstrated mobile apps and websites; activated users for online trading via tool familiarization and high-conversion demos.
Executive Support Specialist
WNS GLOBAL SERVICES
Mumbai
12.2013 - 12.2014
- Resolved gas and electricity billing enquiries via SAP for international customers, improving response time and customer satisfaction at British Gas.
- Utilized SAP, Sibel, Microsoft Outlook, Front Door, and Autocef to enhance customer satisfaction through effective issue resolution.
- Processed high volumes of exceptions and responded to customer emails about meter reading enquiries, ensuring compliance and accuracy in record-keeping.
Support Executive
GURUKUL ONLINE LEARNING SOLUTIONS (GOLS)
Mumbai
12.2012 - 12.2013
- Student Support: Handled weekly CS student queries and scheduling; utilized CRM workflows to provide faster response times and better tracking.
- Operational Coordination: Coordinated with instructors for seamless session operations, driving repeat enrollments and superior satisfaction through proactive support.
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
POST GRADUATE DIPLOMA - FINANCIAL MANAGEMENT
WELINGKAR INSTITUTE
01-2019
BACHELOR OF COMMERCE -
MUMBAI UNIVERSITY
01-2012
HIGHER SECONDARY CERTIFICATE -
K.E.S. COLLEGE
01-2010
SECONDARY SCHOOL CERTIFICATE -
M.P. SHAH ENGLISH HIGH SCHOOL
01-2008
Skills
- Compliance management
- Regulatory compliance
- Risk management
- Operational oversight
- Operational efficiency
- Process improvement
- Data analysis
- Client relationship management
- Team collaboration
Personal Information
Title: Assistant Manager
Accomplishments
- Part of Best Team Business Excellence for July 2025
- Start Performer for Business Operations- September 2024
Timeline
Assistant Manager - Operations
MOTILAL OSWAL FINANCIAL SERVICES LTD.
02.2015 - Current
Executive Support Specialist
WNS GLOBAL SERVICES
12.2013 - 12.2014
Support Executive
GURUKUL ONLINE LEARNING SOLUTIONS (GOLS)
12.2012 - 12.2013
POST GRADUATE DIPLOMA - FINANCIAL MANAGEMENT
WELINGKAR INSTITUTE
BACHELOR OF COMMERCE -
MUMBAI UNIVERSITY
HIGHER SECONDARY CERTIFICATE -
K.E.S. COLLEGE
SECONDARY SCHOOL CERTIFICATE -
M.P. SHAH ENGLISH HIGH SCHOOL