Swapnali Ambre
Pune
Summary
Proactive Account Trader specializing in Mutual Fund Operations with extensive experience in market analysis and client relations. Improved operational efficiency and client satisfaction through timely updates and robust data management. Skilled in investment strategy development, regulatory compliance, and advanced analytical techniques within capital markets.
Overview
6
6
years of professional experience
Work History
Account Trader, Mutual Fund Operations
Enrichwise Consultancy Pvt. Ltd.
10.2017 - 07.2020
- Improved mutual fund operations efficiency by conducting thorough research and analysis of current market trends.
- Enhanced client satisfaction by providing timely and informative updates on account performance and market conditions.
- Cultivated a deep understanding of various types of securities, enabling informed decision-making when executing trades on behalf of clients.
- Collaborated with portfolio managers to develop tailored investment strategies for clients'' financial goals.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Strengthened internal controls within the Mutual Fund Operations team, reducing errors in reporting and increasing overall accuracy in data management practices.
- Maintained regulatory compliance in all aspects of account trading and mutual fund operations by staying abreast of industry rules and regulations.
- Utilized advanced analytical techniques to identify opportunities for improved performance within mutual fund portfolios.
Administrative Assistant
National College
10.2014 - 09.2016
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Maintained inventory of office supplies and placed orders.
- Performed research to collect and record industry data.
Education
Master of Accountancy (Part I) - Accounting And Finance
Mumbai University
Mumbai, India04.2015
Bachelor of Commerce - Banking And Financial Support Services
Dnyansadhna College
Thane04.2014
Skills
- Portfolio Management
- Futures Trading
- Cash Management
- Know Your Customer
- Financial statement analysis
- Capital Markets Knowledge
- Investment Analysis
- Fund Accounting
- Equity Trading
- Customer Service
- Teamwork and Collaboration
- Time Management
- Problem-Solving
- Excellent Communication
- Computer Skills
- Microsoft Office
- Asset Allocation
Languages
English
Elementary (A2)
Marathi
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Additional Information
Worked as part time tutor for 3 years at Thane -11th/12th Std -Accounting & Book Keeping
Marital Status
Married
Timeline
Account Trader, Mutual Fund Operations
Enrichwise Consultancy Pvt. Ltd.
10.2017 - 07.2020
Administrative Assistant
National College
10.2014 - 09.2016
Master of Accountancy (Part I) - Accounting And Finance
Mumbai University
Bachelor of Commerce - Banking And Financial Support Services
Dnyansadhna College
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