RAJESH V.
Fintech & WealthTech Operations Leader
Bengaluru,KA
Summary
Fintech and wealth-tech operations professional with 20+ years of experience across digital wealth platforms, mutual funds, investment advisory, financial technology, crypto-asset operations and business development. Proven experience managing large-scale AUM and customer operations, including INR 1,000 Crore AUM across 15,000 customers and USD 250 million AUM across 18,000 customers. Strong capability in building and scaling operating models, managing day-to-day transaction and service operations, leading exception management, improving processes, and partnering with product and technology teams to deliver reliable financial platforms.
Overview
3
3
Languages
23
23
years of professional experience
Work History
Asst. Vice President
Probe Information Services Pvt. Ltd. (Probe42)
11.2025 - Current
- coordinated pre-sales initiatives, identifying potential target segments to enhance market reach
- optimized customer support processes and implemented new initiatives to improve service delivery
- facilitated lead generation pipeline management, aligning sales strategies to drive revenue growth
- identified potential target segments to support pre-sales initiatives
- customer support process optimization and new initiatives
Director
Omega Algo Advisors Pvt. Ltd.
01.2023 - 10.2025
- Collaborated with clients on joint ventures, business planning, and strategy development and execution to ensure alignment with business objectives.
- Worked with clients on joint ventures, business planning, strategy development and execution.
- Contributed to operating-model design, client delivery and platform-related decision-making.
- Assisted in operating-model design and client delivery, influencing platform-related decision-making processes.
Co-Founder & Director
CoinWealth Ventures Pvt. Ltd.
09.2021 - 11.2022
- Co-founded and operated crypto-asset management platform; completed LEI/IDO and achieved listings on five crypto exchanges, increasing market accessibility.
- Established crypto-fund operations, managing daily payments, trades, payouts, and reconciliations to ensure seamless financial processes.
- Oversaw firm, token, and customer assets, emphasizing operational control and maintaining accurate recordkeeping to support compliance and transparency.
- Supported product design, integration planning, partner coordination and platform operations.
- Managed marketing and customer engagement activities across major social-media platforms.
Director - Operations
Planarind Online Services Pvt. Ltd. (WeInvest)
10.2016 - 12.2020
- Managed operations for USD 250 million AUM and 18,000 customers at one of Singapore's top five banks, ensuring seamless service delivery and operational effectiveness.
- Led wealth-management operations for major financial institutions across Southeast Asia.
- Managed operational workflows across broker, custodian and fund-aggregator ecosystems, including Saxo Bank, Allfunds and Pershing.
- Oversaw daily processing, coordinated stakeholders, ensured service delivery, maintained operational controls, and resolved issues to enhance operational performance.
- Drove exception identification, escalation and closure across transaction, account, service and partner processes.
- Collaborated with technology and external partners to streamline platform workflows and integrations, enhancing overall operational efficiency.
Operations Manager
Scripbox.com India Pvt. Ltd.
01.2012 - 09.2016
- Managed INR 1,000 Crore AUM and operations for 15,000 customers across India and NRI segments.
- Set up and managed mutual-fund back-office operations and daily transaction processing.
- Managed online transaction-processing integration, testing, order execution and reconciliation.
- Oversaw investor-account activation, KYC processing, document management, compliance activities and change requests.
- Managed payment reconciliation, troubleshooting, process integration and operational exception resolution.
- Coordinated with fund houses, R&T agents, software vendors and website developers.
- Supported product and technology teams by identifying process gaps, defining operational requirements and validating system changes.
Asst. General Manager
Accord Fintech
05.2008 - 12.2011
- Managed South India business operations, business development, and customer support team to enhance regional performance.
- Coordinated with internal teams to boost product adoption and enhance customer support and service delivery.
- Developed MIS reports and projections to inform business strategies and support growth targets.
- Demonstrated financial products to prospective customers and conducted user training sessions.
- Developed expertise in equity, mutual-fund, wealth-management and mutual-fund back-office software.
Branch Manager
Capital Market Publishers Pvt. Ltd. (CMOTS)
05.2003 - 11.2007
- Oversaw daily branch operations, ensuring seamless client servicing and support.
- Developed customised financial and market reports tailored to client requirements, facilitating informed decision-making.
- Delivered product demonstrations and training sessions for prospective and existing clients, enhancing product understanding.
- Tested software for errors and bugs and coordinated with IT teams to improve databases and product quality.
- Worked with Capitaline, NAVIndia and other financial-information products.
Education
Master's - Marketing Management
Christ College, Pondicherry University
01.2005
Bachelor of Arts - History, Economics and Political Science
St. Joseph's Evening College
01.2003
Skills
WealthTech Operations
AUM & Customer Operations
Mutual Fund Operations
Investment Operations
Product Operations
Platform & Process Setup
Transaction Processing
Order Execution
Payments & Payouts
Reconciliation
Exception Management
Root-Cause Analysis
KYC & Account Activation
Compliance Coordination
SLA & TAT Governance
Change Request Management
UAT & Release Validation
Broker/Custodian/Aggregator Coordination
Vendor Management
MIS & Operational Reporting
Process Automation
Customer Support
Risk Controls
Business Development
Interests
Stock markets, Digital assets, Algorithmic trading, Technical analysis, Fundamental analysis, Derivatives, Fintech startups
Note
Please verify company names, dates, metrics, and the exact spelling of all platforms before submitting the resume.
Timeline
Asst. Vice President
Probe Information Services Pvt. Ltd. (Probe42)
11.2025 - Current
Director
Omega Algo Advisors Pvt. Ltd.
01.2023 - 10.2025
Co-Founder & Director
CoinWealth Ventures Pvt. Ltd.
09.2021 - 11.2022
Director - Operations
Planarind Online Services Pvt. Ltd. (WeInvest)
10.2016 - 12.2020
Operations Manager
Scripbox.com India Pvt. Ltd.
01.2012 - 09.2016
Asst. General Manager
Accord Fintech
05.2008 - 12.2011
Branch Manager
Capital Market Publishers Pvt. Ltd. (CMOTS)
05.2003 - 11.2007
Bachelor of Arts - History, Economics and Political Science
St. Joseph's Evening College
Master's - Marketing Management
Christ College, Pondicherry University