Summary
Overview
Work History
Education
Skills
Certification
PERSONAL DETAILS
Hobbies and Interests
Disclaimer
STRENTH
Timeline
Generic

RATNESH CHANDRA

Summary

Dedicated to collaborating with team members to contribute to the growth and success of an organization. Eager to expand expertise and skills to drive innovation and progress within the company. Committed to leveraging knowledge and abilities to support development and advancement of the organization. Dedicated to working collectively towards achieving shared goals and objectives.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Executive

White Oak Capital Asset Management
06.2025 - Current

Worked on MF360 CAMS.

Operates CRM portal functionality for AMC.

Branch development and services.

  • Presented findings and recommendations to stakeholders, facilitating informed discussions on investment strategies and outcomes.
  • Streamlined communication processes to elevate customer satisfaction.

Senior Associate

KFinTechnologies Limited
04.2019 - 06.2025
  • worked on Kfintech K- bolt.
  • Managed front desk operations.
  • Managed investment portfolios in compliance with RTA-registered AMC standards.
  • Handled customer issues with professionalism and tact.
  • Managed end-to-end mutual fund application workflows.
  • Handled inquiries related to mutual fund investments.
  • Addressed MFD and investor inquiries efficiently.

Computer operator

NIELIT, Lucknow
09.2016 - 05.2017
  • Served as a computer operator under the Chief Election Officer, U.P.
  • ( Contract basis)
  • ( National Institute of electronics and information technology Lucknow)
  • Developed and documented standard operating procedures for system operations.

Education

Graduate (B.A.) -

D.D.U Gorakhpur university
Gorakhpur
07.2015

Post Graduate (M.A.) - Political science

DDU Gorakhpur university
Gorakhpur
12.2017

MBA - Finance

Subharti University Meerut
Meerut

O Levels - Computer Diploma

National Institute of Electronics And Information
Gorakhpur
07.2015

Intermediate - science side

U.P. Board
01.2011

High school - science side

Govt Jubilee Inter College.
Gorakhpur
01.2009

Skills

  • Good Knowledge of MS Office and Data Entry Operations
  • Customer relations
  • Problem resolutions
  • Operations oversight
  • Sales analysis
  • Operations management
  • New business development

Certification

  • NISM- Series-II B: Registrars to an Issue and Share Transfer Agents-Mutual Funds Certification Examination.
  • NISM-Series V-A : Mutual fund Distributors Certification Examination. (Enrolment Number- 2410113251).

PERSONAL DETAILS

Language-Hindi & English.

Hobbies and Interests

Hobbies- Playing chess.

Disclaimer

I hereby declare that the above mentioned information is true to best of my knowledge and brief. Date: Place: Gorakhpur (U.P.) (Ratnesh Chandra)

STRENTH

Self confidence , hard working , honest & I can do my job under pressure and any situation.

Timeline

Executive

White Oak Capital Asset Management
06.2025 - Current

Senior Associate

KFinTechnologies Limited
04.2019 - 06.2025

Computer operator

NIELIT, Lucknow
09.2016 - 05.2017

Intermediate - science side

U.P. Board

Graduate (B.A.) -

D.D.U Gorakhpur university

Post Graduate (M.A.) - Political science

DDU Gorakhpur university

MBA - Finance

Subharti University Meerut

O Levels - Computer Diploma

National Institute of Electronics And Information

High school - science side

Govt Jubilee Inter College.
RATNESH CHANDRA