Shital Ashok Salve
Thane
Summary
Dynamic Relationship Officer with extensive experience at IIFL Capital Services, excelling in mutual fund operations and client servicing. Proven expertise in client portfolio management and compliance, leveraging strong analytical skills to enhance transaction efficiency. Adept at utilizing InvestEdge for seamless operations, ensuring client satisfaction and regulatory adherence.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Officer (MF & Bonds)
IIFL Capital Services Pvt. Ltd.
11.2025 - Current
- Worked as a Relationship Officer with hands-on experience in Mutual Fund operations and client servicing.
- Strong knowledge of Mutual fund product, including equity, debt, hybrid fund, SIPs, and Lump-sum investments.
- Experienced in using InvestEdge platform for transaction processing, order placement, and client portfolio management.
- Managed back-office operation such as account opening, KYC documentation, IPV coordination, and from verification.
- Coordinated with internal teams and AMC back-office for smooth transaction settlement and issue resolution.
- Maintained accurate client records and ensured compliance with company policies and regulatory requirements.
Account Executive
Bhavesh A. Bhatia & Associates
09.2023 - Current
- Preparing monthly TDS & GST report and filing return.
- Preparing Finalization of accounting.
- Taxation preparation and finalization of Income Tax & Wealth Tax Return of corporate and other assesses.
- Capital gain working.
- Sale of Mutual Funds (Individual / Non Individual).
- Sale of Insurance (General & Life).
Account Executive
Daspan Forex Pvt. Ltd.
03.2022 - 06.2023
- Maintaining of FLM reports as per RBI norms, submission & follow up.
- Prepared project reports for Bank finance purposes complication & filing RBI’s annual return.
- Controlled, Updates the RCM limitation on transaction held by 9 active branches.
- Audit and Solved RBI Query Report.
- Preparing Monthly TDS, GST Reports.
Education
M.B.A. -
Pune University
12.2021
B.com -
Pune University
12.2019
HSC -
Maharashtra State Board
12.2016
SSC -
Maharashtra State Board
12.2014
Skills
- MS PowerPoint; Word; Excel; Power Point
- Mutual fund operations
- Client portfolio management
- Portfolio management
- Customer relationship management
- Client servicing
- Exchange Software
- Tally Prime
Certification
- MS-CIT, 05/14
- Tally .erp9, 05/16
- Typing - English 30, 05/18
Personal Information
Nationality: Indian
Hobbies and Interests
- Listening to music
- Reading a book
Disclaimer
I certify that the above information given by me is true and to the best of my knowledge. In case any error or omission found at later date, I shall be liable for consequences arising out of it.
Languages
- English
- Hindi
- Marathi
Mobile Numbers
- 8805078790
- 8459609918
Timeline
Relationship Officer (MF & Bonds)
IIFL Capital Services Pvt. Ltd.
11.2025 - Current
Account Executive
Bhavesh A. Bhatia & Associates
09.2023 - Current
Account Executive
Daspan Forex Pvt. Ltd.
03.2022 - 06.2023
M.B.A. -
Pune University
B.com -
Pune University
HSC -
Maharashtra State Board
SSC -
Maharashtra State Board