SNEHA HALDANKAR
Mumbai
Summary
Accomplished senior executive with extensive experience in financial services, specializing in mutual fund and equity operations, client engagement, and retention. Proven track record in leading projects such as the 'Revive Project' at Motilal Oswal Financial Services Ltd, achieving above-target client retention rates and successfully reactivating dormant portfolios. Expertise in workshop and event management, having organized large-scale investor workshops. Recognized for performance excellence in PMS operations and deep knowledge of regulatory compliance processes. Previous roles include Port Disbursement Auditor at Desai and Bhagtaney Chartered Accountants, where skills in process compliance and documentation were honed. Career goal: to leverage leadership skills to drive business growth and enhance client satisfaction.
Overview
18
18
years of professional experience
Work History
Senior Executive – Referral Associate Program / Project Lead
Motilal Oswal Financial Services Ltd
Mumbai
12.2021 - Current
- Joined under the Referral Associate Program, managing partner onboarding and client interactions.
- Independently led the 'Revive Project' from August 2022 to reactivate dormant clients and portfolios.
- Designed and implemented engagement strategies in coordination with senior management.
- Recognized for delivering above-target client retention rates and managing workflows independently.
- Successfully revived inactive client portfolios, leading to measurable business revival.
- Organized and led two large-scale investor workshops with over 500 attendees.
- Awarded for performance excellence in PMS operations.
- Gained deep exposure to equity, mutual funds, and regulatory compliance processes.
Port Disbursement Auditor (Swire Shipping)
Desai and Bhagtaney Chartered Accountants
Mumbai
02.2018 - 12.2021
- Screened Proforma Disbursement Accounts (PDAs) and verified port tariffs.
- Analyzed contracts and tariffs to identify and prevent potential losses.
- Calculated port dues based on estimated turnaround time and coordinated with agents for corrections.
Manager – Financial Services
Vishwas Deshpande Advisory Services Pvt. Ltd.
Mumbai
05.2008 - 12.2017
- Managed Equity, Mutual Fund, and GIC operations.
- Conducted client acquisition workshops and investor education programs.
- Trained staff to enhance operational efficiency and customer servicing.
Assistant & Stock Department Head
Unique Diagnostic & Solutions Pvt. Ltd.
Mumbai
05.2007 - 04.2008
- Handled administrative duties and stock inventory for medical equipment.
- Coordinated procurement and maintained stock registers.
Education
B.Com -
Mumbai University
Mumbai01.2008
Class XII -
Bhavan’s College, Andheri
Mumbai01.2004
Class X -
Swami Vivekanand High School
Mumbai01.2002
Skills
- Mutual fund and equity operations
- Client engagement and retention
- Workshop and event management
- Process compliance and documentation
- Leadership and ownership
- Port disbursement auditing
- Project management
- Regulatory compliance
- Customer relationship management
- Team leadership
Personal Information
Date of Birth: 12/28/86
Languages
Marathi
First Language
English
Proficient (C2)
C2
hind
Proficient (C2)
C2
Timeline
Senior Executive – Referral Associate Program / Project Lead
Motilal Oswal Financial Services Ltd
12.2021 - Current
Port Disbursement Auditor (Swire Shipping)
Desai and Bhagtaney Chartered Accountants
02.2018 - 12.2021
Manager – Financial Services
Vishwas Deshpande Advisory Services Pvt. Ltd.
05.2008 - 12.2017
Assistant & Stock Department Head
Unique Diagnostic & Solutions Pvt. Ltd.
05.2007 - 04.2008
B.Com -
Mumbai University
Class XII -
Bhavan’s College, Andheri
Class X -
Swami Vivekanand High School
Similar Profiles
Aaradhaya PandeyAaradhaya Pandey
Business Development Intern at Motilal Oswal Financial Services Ltd.Business Development Intern at Motilal Oswal Financial Services Ltd.
Rajat RautRajat Raut
Equity Dealer at Motilal Oswal Financial ServicesEquity Dealer at Motilal Oswal Financial Services
Brijesh BhavsarBrijesh Bhavsar
Assistant Manager at Motilal Oswal Financial Services LtdAssistant Manager at Motilal Oswal Financial Services Ltd
Abhishek MishraAbhishek Mishra
Equity Advisory & BDM Manager at Motilal Oswal Financial ServicesEquity Advisory & BDM Manager at Motilal Oswal Financial Services
Suraj SethSuraj Seth
Assistant Manager – Direct Tax at CBV & Associates LLPAssistant Manager – Direct Tax at CBV & Associates LLP