Ritik Mathur
Jaipur
Summary
Dynamic Process Associate with expertise in investor communication, transfer agency operations, and financial data management. Adept at handling high-volume email correspondence, ensuring regulatory compliance, and optimizing operational workflows. Strong problem-solving skills with a focus on efficiency, accuracy, and client satisfaction. Demonstrates confidentiality, professionalism, and a keen eye for detail in managing investor services.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Process Associate
Back Office IT Solutions Pvt. Ltd.
Jaipur
07.2023 - 09.2024
- Mail Management & Investor Communication – Managed high-volume email correspondence, ensuring timely responses to investor queries and requests.
- Managing transfer agency operations, which include investor recordkeeping, purchase/redemption processing, dividend payments, and investor communication.
- Ensuring compliance with financial regulations related to investor services.
- Handling mutual fund transactions for investors.
- Processing investor queries, account maintenance, and reconciliations.
Education
Bachelor of Technology - Mechanical Engineering
Arya Institute of Engineering & Technology
Jaipur07-2022
Skills
- Mail Management & Business Communication
- Transfer agency operations
- Financial compliance
- Mutual fund transactions
- Time management
- Problem solving
- Customer relationship management
- Process optimization
- Investor Services & Client Support
- Confidentiality & Professionalism
Certification
- Excel
- Tally (Accounting & Financial Software)
- AutoCAD
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Accomplishments
- Top Performer Award: Awarded for achieving a 10% improvement in operational efficiency by streamlining mail management processes and reducing response times.
- Certificate of Excellence in Professional Development: Honored for completing key certifications in Excel and Tally, enhancing my ability to drive more accurate financial reporting and business insights.
Timeline
Process Associate
Back Office IT Solutions Pvt. Ltd.
07.2023 - 09.2024
- Excel
- Tally (Accounting & Financial Software)
- AutoCAD
Bachelor of Technology - Mechanical Engineering
Arya Institute of Engineering & Technology
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