RAJ SURENDRA SAKPAL
Operations Manager
Mumbai
Summary
Experienced Operations Manager with 3+ years of dedicated support to senior executives. Skilled in managing client data, maintaining confidentiality, and facilitating client communications regarding investments. Strong communication, interpersonal, and teamwork abilities to excel in a fast-paced environment.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
4
4
Languages
Work History
Operations Manager
R Square Advizor
02.2025 - 06.2025
- Manage administrative and operational functions of mutual funds.
- Ensuring accurate and timely settlement of buy and sell orders, reconciling trades
- Maintaining accurate records of transactions, fund performance, and investor accounts
- Overseeing investor accounts, including KYC processes and maintaining investor communications.
- Monitoring and managing the timing of order execution to align with market conditions and client instructions
- Prepare client valuation reports and ensure compliance with regulations
- Handle confidential client investment information
Back Office Executive
MoneyFrog Financial Services Private Limited
01.2022 - 02.2025
- Manage administrative and operational functions of mutual funds.
- Ensuring accurate and timely settlement of buy and sell orders, reconciling trades
- Maintaining accurate records of transactions, fund performance, and investor accounts
- Overseeing investor accounts, including KYC processes and maintaining investor communications.
- Monitoring and managing the timing of order execution to align with market conditions and client instructions
- Prepare client valuation reports and ensure compliance with regulations
- Handle confidential client investment information
Back Office Executive
Venus Telecom
01.2021 - 01.2022
- Managed phone orders and prepared daily sales reports.
- Maintained confidential documents and handled daily purchase orders.
Education
Bachelor's Degree - Banking And Insurance
Maharshi Dayanand College (Mumbai University)
Mumbai, India 05.2019 - 01.2022
Higher Secondary Certificate -
A.E.S High School & Junior College
Mumbai, India 01.2018 - 01.2019
Secondary School Certificate -
A.E.S High School & Junior College
Mumbai, India 01.2016 - 01.2017
Skills
Effective organizational abilities
Certification
Maharashtra state certificate in Information Technology (MS-CIT)
Timeline
Operations Manager
R Square Advizor
02.2025 - 06.2025
Back Office Executive
MoneyFrog Financial Services Private Limited
01.2022 - 02.2025
Back Office Executive
Venus Telecom
01.2021 - 01.2022
Bachelor's Degree - Banking And Insurance
Maharshi Dayanand College (Mumbai University)
05.2019 - 01.2022
Higher Secondary Certificate -
A.E.S High School & Junior College
01.2018 - 01.2019
Secondary School Certificate -
A.E.S High School & Junior College
01.2016 - 01.2017