Shruti Suvarna
Mumbai
Summary
Finance professional with 6 years of experience in operations and sales, specializing in mutual funds and alternate investments. Skilled in managing investor relations, resolving grievances, and handling end-to-end financial and non-financial transactions. Experienced in client onboarding, documentation, and portfolio servicing, with a strong focus on accuracy and regulatory compliance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Manager - Client Experience
Fission Wealth Private Limited
11.2024 - Current
- Handle investor grievances and ensure a high level of service delivery.
- Support the business team in the onboarding process for high-net-worth individual clients for mutual funds and alternate investments.
- Address and resolve investor queries related to performance, transactions, and statements in a prompt and professional manner.
- Escalate complex issues to higher management while ensuring proper follow-up.
- Handle financial transactions (purchase, redemption, switch, STP, SWP) and non-financial service requests such as changes in account details and nomination updates.
Relationship Manager
ICICI Prudential Asset Management Company
08.2023 - 10.2024
- Responsible for advising the bank employees on suitable product as per the requirement of their Investor
- Closely coordinate with Operations in Following up on Fax Pending documents
- Visibility through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings
- Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing clients.
Assistant Manager- Client Relations
Moat Wealth Associates LLP
07.2019 - 07.2023
- Coordinating with Relationship Managers (RM's) regarding new investment requirements
- Handling documentations, onboarding new customers, engaging existing clients for investments, redemptions, and other non-financial services
- Managing Portfolio Management Services (PMS) and mutual fund portfolios for High-Net-worth Individual clients
- Resolving customer queries and arranging field executives for assistance and troubleshooting
- Coordinating with RMs for mutual funds and PMS proposals
- Customer engagement regarding their investment updates and portfolio status
- Managing mutual fund and PMS software (online platforms).
Channel Manager
Instinct Innovations Pvt. Ltd.
07.2017 - 09.2018
- Analyze market segments to identify new business opportunities to enhance organizational growth
- Managed development of sales teams through innovative training methodologies and efficient sales approach
- Promoted medical software at PAN India and attending queries of the same
- Market analytics and updates on competitors (schemes, offerings), and product.
Education
Bachelors in Investment Management -
Thakur College of Science & Commerce
03.2019
Skills
- Client Onboarding & Documentation
- Transaction Processing (Financial & Non-Financial)
- Operations Coordination & Process Management
- Investor Servicing & Grievance Handling
- Coordination with RTA/Back Office
- Mutual Fund Software & Platform Management
Certification
National Institute of Securities Market
- Secured VA- Mutual Fund Distributors Certification
- Secured XXIA -Portfolio Management Services (PMS) Distributors
NSE Academy Certification in Financial Markets
- Secured Capital Market (Dealers) Module Certification
XLNC Academy International Private Limited
- Lean Six Signa Green Belt Certification secured 96% in the year 2017
Mumbai University
- Secured Industrial Orientation Project Certification
Personal Information
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Tulu
Bilingual or Proficient (C2)
Marathi
Upper intermediate (B2)
Timeline
Manager - Client Experience
Fission Wealth Private Limited
11.2024 - Current
Relationship Manager
ICICI Prudential Asset Management Company
08.2023 - 10.2024
Assistant Manager- Client Relations
Moat Wealth Associates LLP
07.2019 - 07.2023
Channel Manager
Instinct Innovations Pvt. Ltd.
07.2017 - 09.2018
Bachelors in Investment Management -
Thakur College of Science & Commerce
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