Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Personal Information
Languages
Hobbies and Interests
Timeline
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Rupesh Mohite

Rupesh Mohite

Dadar

Summary

Financial services professional with nearly 20 years of experience across various organizations, specializing in operations and technology enhancements. Proven Operations Manager with a track record of collaborating with consultants and leaders to optimize processes and reduce costs. Highly organized with a strong focus on detail and a solid history of achieving operational goals. Expertise in Mutual Fund operations and management.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Manager of Operations

Samco Asset Management Pvt Ltd
Mumbai
12.2022 - Current
  • Managed end-to-end mutual fund operations, ensuring compliance with regulations.
  • Processed mutual fund trail commissions for distributor channel efficiently.
  • Coordinated with sales teams, distributors, and registrars to enhance collaboration.
  • Prepared various business MIS reports for management and sales teams.
  • Analyzed MIS data to provide actionable insights for sales support.
  • Established and enforced performance, quality, and safety standards within the organization.
  • Facilitated training sessions for new employees on company procedures and responsibilities.
  • Investigated customer complaints related to product quality and service delivery.

Manager

Edelweiss Financial Services Ltd
Mumbai
01.2013 - 11.2022
  • Managed Pan-India back office operations for sub-broker activities related to mutual funds.
  • Oversaw cash flow management and reconciliation of receipts and payouts.
  • Executed end-to-end GST processes for all distribution products.
  • Directed back office operations for PMS, AIF, ETF, gold bonds, and IPO banking.
  • Calculated sub-broker payouts for mutual fund investments while maintaining daily and month-end MIS reports.
  • Managed software operations to track business reports and client portfolios across product lines.
  • Contributed to process automation projects, enhancing turnaround time and reducing costs.
  • Maintained AIF MIS and supported its operational activities.

Distribution Executive

Nirmal Bang Securities Pvt. Ltd
10.2010 - 12.2012

Back Office Executive

SOBA INFOSEC PVT LTD
05.2005 - 02.2010

Education

B.COM -

Mumbai University
03.2013

HSC -

Maharashtra State Board
03.2004

SSC -

Maharashtra State Board
03.2002

Skills

  • Conversant with MS Office applications (Word, Excel, PowerPoint)
  • Complete Knowledge of Mutual Fund operation

Accomplishments

  • 5th in Bodybuilding competition in Prabhadevi Raja, Mumbai, 02/2015, 02/2015
  • Individual Champion Award for best performance in Corporate, 07/2021, 09/2021
  • Awarded Employee of the Month in Samco AMC, 06/2023,12/2023

Certification

  • NISM Series-V-A-Mutual Fund Distributors Certification Examination (Valid-Mar-2027)

Personal Information

  • Passport Number: M5139195
  • Date of Birth: 06/10/86

Languages

  • English, Full Professional Proficiency
  • Hindi, Native or Bilingual Proficiency
  • Marathi, Native or Bilingual Proficiency

Hobbies and Interests

  • Body Building
  • Drawing & Painting

Timeline

Manager of Operations

Samco Asset Management Pvt Ltd
12.2022 - Current

Manager

Edelweiss Financial Services Ltd
01.2013 - 11.2022

Distribution Executive

Nirmal Bang Securities Pvt. Ltd
10.2010 - 12.2012

Back Office Executive

SOBA INFOSEC PVT LTD
05.2005 - 02.2010

B.COM -

Mumbai University

HSC -

Maharashtra State Board

SSC -

Maharashtra State Board

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Rupesh Mohite