Pooja Singh
Pune
Summary
Diligent professional with Eight years of experience maintaining seamless business operations. Strategic leader in management field known for high productivity and efficient task completion. Possess specialized skills in operational strategy, team leadership, and conflict resolution. Excel in communication, adaptability, and problem-solving to achieve organizational goals. .
Overview
8
8
years of professional experience
Work History
Manager
360 one Asset Management Limited
Pune
08.2022 - Current
- Onboarded AIF and PMS clients, ensuring smooth processing with complete documentation.
- Managed the end-to-end process of AIF, PMS, and MF operations, from investor onboarding to redemption.
- Coordinating with different RMs is for AIF check collections.
- Ensured AIF, PMS, and MF compliance with SEBI regulations and guidelines.
- Activated client accounts through coordination with stakeholders (depository, bank, etc.).
- Coordinate AIF matters with CAMS.
- Resolve audit-related queries.
- Coordinate with the RTA for MIS, application status, and SOA.
- Manage the client's quarterly fund payout.
- Managing multiple location work for the smooth functioning of AIF, PMS, and MF.
- PMS account opening with different custodies (ICICI Bank) and modifications such as address change, broker code change, addition/deletion, bank change, etc.
- Opening various scheme accounts with different custodians and following up with them in relation to this.
- Modification of data in the client KRA on the CVL site and C-KYC as and when required.
- To solve various queries of RM and clients.
- Co-ordination with different RMs with respect to. PMS check collections.
- Following up with various custodians to open accounts on a priority basis.
DEPUTY MANAGER
AXIS BANK
Pune
06.2020 - 08.2022
- Profound ability to interact with new and existing clients to generate new business and revenue for the organization.
- Experts in financial analysis, planning, and investment.
- High level of accuracy in operation and sales.
- Strong customer relations for revenue generation.
- Sell the products that are beneficial to the customer, as well as the organization.
- Strong relationships with the HNI and ultra-HNI clients.
- I helped all my teammates close the sales with a high level of accuracy.
- Strong customer relations for revenue generation.
DEPUTY MANAGER
INDUSIND BANK
Pune
08.2017 - 05.2020
- Tracked all sales, be it MTD or YTD, cash flow, and revenue generation in life insurance and third-party products.
- Conducted careful financial and non-financial transactions, including sales and operations. ▪ Prepared financial pages and presentations for senior management and for the client to generate revenue on a regular basis.
- Prepared financial pages and presentations for senior management and for the client to generate revenue on a regular basis.
- Profiled and analyzed investment products for the retail and corporate sectors.
Education
MBA - Finance & HR
Lucknow University
IILM- AHL, Lucknow University IILM ,201701-2017
Bachelor of Commerce -
Avadh Girls Degree Collage
Lucknow05-2015
Skills
- Good analytical and drafting skills
- Problem resolution
- Communication skills
- Conflict resolution
- Team building
- Process improvement
- Data analysis
- Quality control
- Analytical thinking
- Organization and time management
Languageskill
Fluent in English
Certifications and awards
- Awarded as the best revenue generator month after month from the beginning of my career
- Received several awards in the field of sales at INDUSIND Bank and Axis Bank
- Received several appreciation letters from the client for my swift, and prompt service approach
- I completed a certification course for the Insurance Regulatory and Development Authority of India (I.R.D.A.) In the insurance field
Timeline
Manager
360 one Asset Management Limited
08.2022 - Current
DEPUTY MANAGER
AXIS BANK
06.2020 - 08.2022
DEPUTY MANAGER
INDUSIND BANK
08.2017 - 05.2020
MBA - Finance & HR
Lucknow University
Bachelor of Commerce -
Avadh Girls Degree Collage
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
LAVITA DSOUZALAVITA DSOUZA
Associate Vice President - Client Servicing at 360 ONE Asset Management LtdAssociate Vice President - Client Servicing at 360 ONE Asset Management Ltd
Terrell SimonTerrell Simon
Collection Specialist at First Financial Asset Management 360Collection Specialist at First Financial Asset Management 360