Ruchi Sharma
Udaipur
Summary
Dynamic Managing Director at Opera Wealth with a proven track record in strategic planning and client management. Expert in developing investment strategies and ensuring regulatory compliance, while mentoring teams to enhance operational efficiency. Adept at financial analysis and fostering strong client relationships, driving portfolio growth and satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Managing Director
Opera Wealth
Udaipur
07.2017 - Current
- Led strategic planning to align financial goals with client needs.
- Developed investment strategies based on market analysis and client objectives.
- Managed client relationships to ensure satisfaction and retention.
- Oversaw compliance with regulatory requirements in wealth management processes.
- Coordinated team efforts to enhance service delivery and operational efficiency.
- Analyzed financial data to identify opportunities for portfolio enhancement.
- Mentored junior staff to foster professional development and team growth.
- Facilitated workshops to educate clients on investment options and market trends.
Head of Operations
Riddhi Siddhi Co-Operative Society Limited
Udaipur, Rajasthan
03.2016 - 05.2017
- Coordinated landing support processes for smooth operations in co-operative society.
- Assisted in managing logistics and inventory control for efficient workflow.
- Communicated effectively with team members to ensure timely task execution.
- Trained new staff on safety procedures and operational protocols.
- Monitored equipment status and reported maintenance needs to management.
- Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
Documentation Assistant
Gulshan Property
Udaipur
01.2015 - 02.2016
- Organized and maintained project documentation for property management processes.
- Collaborated with team members to ensure accurate document preparation and distribution.
- Assisted in creating property listings and marketing materials for client presentations.
- Managed electronic filing systems to streamline document retrieval and storage.
Invoice Intern
Balaji Transport
Udaipur
07.2014 - 12.2014
- Assisted team with project coordination and scheduling tasks.
- Conducted research to support strategic planning initiatives.
- Collaborated with departments to streamline communication processes.
- Organized files and maintained project documentation for easy access.
- Prepared reports and presentations for stakeholder meetings.
Education
Master of Commerce - Commerce
Meera Girls(MLSU)
Udaipur04-2017
Bachelor of Commerce (B.Com) - Commerce
Meera Girls (MLSU)
Udaipur04-2015
Senior Secondary - (12th) Commerce
Government Girls School
Udaipur03-2012
Secondary Education - RBSE
Government Girls School
Udaipur03-2010
Skills
- Strategic planning
- Investment strategy
- Regulatory compliance
- Financial analysis
- Client management
- Wealth management
- Staff mentoring
- Operational efficiency
- Effective communication
- Problem solving
- Documentation management
- Team leadership
- Human resources management
- Certified public accountant (CPA)
Custom
Education and Training
BSE Platform & Transaction Processing Training
In-House Learning via Client Workflows – One Step Services
Duration: 2021 – Present
- Learned how to navigate BSE Star MF portal for purchase, redemption & switch entries
- Maintained client ledger entries, transaction status tracking, and payment follow-up logs
- Regularly coordinated with BSE support for corrections and document re-submissions
- Exposure to daily market NAV updates, fund data, and basic troubleshooting on BSE platform
Certification
Computer Qualification
DOEACC ‘A’ Level (Advanced Diploma in Computer Applications)
National Institute of Electronics and Information Technology (NIELIT), Govt. of India
- Successfully completed the ‘A’ Level course, which is equivalent to an Advanced Diploma in Computer Applications
- Covered in-depth modules including Computer Fundamentals, Programming Concepts, Database Management, Networking, Web Development, and System Analysis
- Gained strong hands-on skills in MS Office tools, Internet operations, basic coding (HTML/C, etc.), and IT system usage for office work
- Recognized by Government of India for technical and administrative roles in public sector and private institutions
- Trained to appear for and qualify the NIELIT ‘A’ Level examination, ensuring standard proficiency in IT and software tools
Timeline
Managing Director
Opera Wealth
07.2017 - Current
Head of Operations
Riddhi Siddhi Co-Operative Society Limited
03.2016 - 05.2017
Documentation Assistant
Gulshan Property
01.2015 - 02.2016
Invoice Intern
Balaji Transport
07.2014 - 12.2014
Master of Commerce - Commerce
Meera Girls(MLSU)
Bachelor of Commerce (B.Com) - Commerce
Meera Girls (MLSU)
Senior Secondary - (12th) Commerce
Government Girls School
Secondary Education - RBSE
Government Girls School
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