Shweta Shinde
Mumbai
Summary
Seek to work in an environment that will provide me the ability to apply my knowledge and work experience and challenge further to enhance my professional skills; while allowing me to contribute to the continued growth and success of the organization.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Client Services Analyst
J.P. Morgan Asset Management Client Services
02.2022 - Current
- Liaise with multiple onshore teams for onboarding, set up and payment of fees to intermediaries for distribution and services of JP Morgan funds based on contractual/waiver rates
- Manage client inquiries, audit requests effectively thereby enhancing client experience
- Identified gaps in the process and worked with key stakeholders to execute projects deploying Intelligent Automation solutions Alteryx, Python & BOT thereby mitigating risk, eliminating manual tasks and bringing efficiencies saving hours
- Performing reporting tasks and onboarding client as cross trained in contract specialist team
- Raising issues and enhancements for team with third party vendor
- Prepare MIS reports & Business Review Deck to onshore and offshore stakeholders
- Handling end to end critical Global Liquidity process in partnership with onshore stakeholders
- Identified gaps that resulted in financial impact and in partnership with onshore stakeholder and active client outreach mitigated loss
- Prepared process maps, training materials and conducted multiple learning sessions for wider teams
- Streamlined processes for efficiency
- Training new hires in process.
Client Manager
MFA Capital Pvt Ltd.
09.2020 - 01.2022
- Managing existing clients with their investment recommendations
- Creating goal-based planning with mutual funds as tool of investment
- Preparing & maintaining datasheet of consolidated portfolios
- Handling diverse set of clients while identifying, tracking & close opportunities
- Delivering a great client experience leading to building & growing existing AUM
- Getting new referrals
- Working towards getting 100% of client's wallet share
- Resolving client queries related to their investments & financial markets
- Lead auditor for Internal Audit Team
- Coordinating with clients for concentrated campaigns & setting up meetings for the same.
Senior Associate - Operations
MFA Consulting Pvt Ltd.
04.2015 - 08.2020
- Managing day to day activities of Mutual fund operations which includes monitoring of executed transactions on pre-agreed parameters for HNI Clients
- Single handily managing Reconciliation of AUM on periodic basis
- Managing brokerage calculations, tracking of Invoice and maintaining data of over 20 AMCs
- Involved in process enhancement to eliminate risks and errors
- Adherence to standard procedures and updating procedures with new learning experiences and independently handle egal documentation related to transactions
- Preparing, Presenting Business reports to management and core team members on monthly basis
- Lead Auditor & coordinator for Audit team, responsible for conducting Internal Audits on periodic basis
- Coordinating with Registrars, Mutual Fund Companies for requirements towards investment implementation or discrepancy found in RTA reports and assisting clients in addressing their queries/complaints regarding investments.
Education
MBA (Finance) -
ITM Management Institute
Mumbai, India 04.2019 - 03.2021
Bachelor of Commerce - Financial Accounting
R. A. Podar College of Commerce & Economics
Mumbai, India 04.2012 - 03.2015
Other Certifications
Mumbai, IndiaSkills
Accomplishments
- Conducting employee engagement events with the India Asset Management Client Service teams.
- Hosted Trainings on new plans for Investment to onboard clients and prospects.
- Conducted Training on Soft skills for team members.
- In charge of Training new Joinee & drafting manuals, process notes in Operations & Client Acquisition Dept.
- Active member of Ideas Committee at MFA to identify, recommend and implement different strategies for betterment of the organization.
- Appreciations received from Clients for excellent service.
- Participated in team meetings and contributed to discussions on financial strategies.
- Provided support in various financial projects and initiatives.
Personal Information
- Father's Name: Mukesh Shinde
- Mother's Name: Shobha Shinde
- Nationality: Indian
- Marital Status: Single
Disclaimer
I do hereby declare that all the above information provided by me is true and fair to the best of my knowledge. References and Letters of Recommendations may be available on request.
Timeline
Client Services Analyst
J.P. Morgan Asset Management Client Services
02.2022 - Current
Client Manager
MFA Capital Pvt Ltd.
09.2020 - 01.2022
MBA (Finance) -
ITM Management Institute
04.2019 - 03.2021
Senior Associate - Operations
MFA Consulting Pvt Ltd.
04.2015 - 08.2020
Bachelor of Commerce - Financial Accounting
R. A. Podar College of Commerce & Economics
04.2012 - 03.2015
Other Certifications
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