Shradha Tope
Aundh, Pune
Summary
Dynamic Operations Head with a proven track record at FINANZINDIA, enhancing operational efficiency and customer satisfaction. Skilled in problem-solving and excellent communication, I excel in staff training and asset management. Achieved significant improvements in customer relations and operational practices, demonstrating adaptability and a focused approach to meeting financial and performance objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Transactions Head
Cedrus Wealth Partners
Pune
05.2024 - Current
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Worked effectively in team environments to make the workplace more productive.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Addressed and resolved various transaction-related issues.
- Executed and monitored transactions using the NSE NMF Platform, and other AMC Portals.
- Streamlined the entire client enrollment journey, ensuring compliance and investment readiness.
Operations Head
FINANZINDIA
Nashik
11.2021 - 11.2023
- Authorized operational guidelines and practices while assessing staff to meet performance objectives.
- Handled all the operational tasks and communicated with the investors regarding their requirements, including client on-boarding.
- Handled escalations and resolved them.
- Handling KYC processing across various platforms, including online submissions and physical documentation.
- Reorganized operations by realigning production, maintenance and engineering requirements to meet financial targets.
Customer Service Associate
Tech Mahindra
Pune
09.2019 - 11.2021
- Demonstrated active listening skills when responding to customer questions and complaints.
- Organized and prioritized tasks and activities and worked within strict timeframes and deadlines.
- Contacted customers about potential service upgrades, new services, and account changes through emails.
- Managed multiple tasks simultaneously while maintaining accuracy and attention to detail.
- Resolved customer inquiries in a timely manner.
- Escalated unresolved customer issues to the appropriate department or manager for resolution.
Teacher
Sona'I'English Medium School
Pune
07.2018 - 05.2019
- Engaged students through lecture and discussion, increasing classroom interaction to build inclusive learning environment.
- Assessed student performance through tests, quizzes and other assessments.
- Met with parents to discuss students' progress and review areas requiring improvement.
- Prepared and maintained classroom environments appropriate for student learning and physical, social and emotional development.
Education
Bachelor of Science - Computer Science
Arihant College of Arts, Commerce And Science
Maharashtra12.2018
High School Diploma -
Kohinoor Technical Institute
Maharashtra12.2015
HSC -
Akutai Kalyani Girls Junior College
Maharashtra12.2013
SSC -
Sona 'I' English Medium School
Maharashtra12.2011
Skills
- Excellent communication
- Recordkeeping
- Problem-solving
- Data management
- Good at email communication
- Staff training and development
- Asset management
- Maintaining compliance
Applications Worked on
- Genesis
- SCRM-Seibel
- Investwell Software
- NSE Platform
- Different AMC Portals
- MFCentral
- MF Utility
- MS-Office
Affiliations
- Volunteer Experience with National Service Scheme (NSS)
1. Contributed to the Swachata Abhiyan (Cleanliness Movement) organized by the college at Shanivar Vada
2. Contributed as a Volunteer for the Balewadi Stadium Marathon(10K Intensity Marathon)
3. Attended Special Winter Camp facilitated by College in Bhiwri Village
- Completed Robotics Workshop
- Participated in a Poster Competition focused on Digital Jewelry
Accomplishments
- Secured Runner-up Title in the Debate Competition
Certification
- NISM Certification from the National Institute of Securities Markets
Languages
Marathi
First Language
Hindi
Proficient (C2)
C2
English
Upper Intermediate (B2)
B2
Hobbies and Interests
- Dancing
- Singing
- Gather memories from wherever I go
Timeline
Transactions Head
Cedrus Wealth Partners
05.2024 - Current
Operations Head
FINANZINDIA
11.2021 - 11.2023
Customer Service Associate
Tech Mahindra
09.2019 - 11.2021
Teacher
Sona'I'English Medium School
07.2018 - 05.2019
Bachelor of Science - Computer Science
Arihant College of Arts, Commerce And Science
High School Diploma -
Kohinoor Technical Institute
HSC -
Akutai Kalyani Girls Junior College
SSC -
Sona 'I' English Medium School
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