Switi Arolkar
Mumbai
Summary
Over 15 years of corporate experience in Account Management, Financial Analysis, Project Management, Service Delivery, and Team Management. Demonstrated ability to build strong client relationships and ensure regulatory compliance while achieving operational efficiency. Expertise in leading high-performing teams and streamlining processes to exceed service expectations.
Overview
18
18
years of professional experience
Work History
Senior Analyst
Apex Funds Services
11.2021 - 08.2025
- Actively manage client relationships, ensuring the delivery of accurate and timely financial reports, including exits, monthly updates, and distribution statements
- Collaborate with fund managers to align investment strategies with client requirements, providing regular updates on portfolio performance
- Communicate effectively with clients and internal stakeholders via email, and Teams to address inquiries and escalate issues as needed
- Oversee the preparation of monthly, quarterly, and annual statements, ensuring accuracy and timely delivery
- Train and mentor team members, delegating tasks to build expertise within the team
- Ensure compliance with all internal procedures and risk mitigation practices while handling complex queries and process improvements
- Manage yearly distribution and tax statement calculations, ensuring compliance with regulatory requirements
- Work on end-to-end Model Banking activities, including deal placements, investor communication, and activity tracking
- Manage ad hoc business requirements and operational challenges to enhance client satisfaction
Process Leader, DST Process
Atos Syntel Pvt. Ltd
10.2008 - 12.2019
- Managing a team of 20 employees and ensuring successful Service Delivery and Process Operations
- Identifying client request and accordingly placing investment, switch, conversion and transfer in, transfer out and regular saving facility on the account
- Placing deal amend for incorrectly placed deals and calculating actual profit and loss
- Investing errors and providing feedback to new team members
- Signing off checklists of various tasks worked during the day and sending confirmation to onshore clients
- Managing various non-end reports and fixing any discrepancies indentified
- Mentor team members and review team's daily work progress
- Overseeing activities including training and development of team members based on various projects
- Prepare and deliver supplementary training as needed on various technical issues
- Effectively delegating tasks to the subordinates to develop their own expertise in order to achieve effective results
- Undertaking project management activities; key domain areas being setting expectation, execution and exceeding
- Tracking project progress to curb time and ensure project tasks are being completed in the given timelines
- Preparing work support documentation, checklists, process manuals, process flows and implementing them to ensure a high quality of service delivery
- Devising and implementing strategies aimed at enhancing operational efficiency, implementing new processes and streamlining existing ones to achieve cost effectiveness / work efficiency
- Identifying bigger picture like process gaps or error impact by analyzing errors or feedback notified by internal or external auditors
- Leading various meetings, manage responsibilities involving planning, change control procedures and external audit walkthroughs
- Preparing periodic business decks like Employee Scorecard to senior management review
Credit Process Executive
ICICI Bank (Personal Loan) on payroll of Vitthal Banking
10.2007 - 05.2008
- Checking applicants credit worthiness and eligibility for the loan
- Conduct thorough check of personal loan data and process it
- Checking and monitoring accuracy of 'Credit Appraisal Memo' for managerial decision purpose within the policy constraints
- Appraising the financial of companies, firms, and proprietor's documents authenticity with RCU (Risk Containment Department)
- Updating of MIS for Rejects
Education
Completion of CISI Module I - Introduction to Securities and Investment
01.2012
Bachelor of Commerce -
Mumbai University
01.2006
MS-Cit course - Ms-Excel and Ms-Word
Skills
- Analytical skills
- Data Analysis
- Adaptability
- Regulatory compliance
- Team work
- Ethical Integrity
- Communication skills
- Time management
- Client Relationships
References
Available upon request
Languages
- English
- Hindi
- Marathi
Timeline
Senior Analyst
Apex Funds Services
11.2021 - 08.2025
Process Leader, DST Process
Atos Syntel Pvt. Ltd
10.2008 - 12.2019
Credit Process Executive
ICICI Bank (Personal Loan) on payroll of Vitthal Banking
10.2007 - 05.2008
Completion of CISI Module I - Introduction to Securities and Investment
Bachelor of Commerce -
Mumbai University
MS-Cit course - Ms-Excel and Ms-Word
Similar Profiles
Samata SatamSamata Satam
Senior Analyst at Apex Funds Services LLPSenior Analyst at Apex Funds Services LLP
Sukka Naveen KumarSukka Naveen Kumar
SENIOR ASSOCIATE 2 at Apex Funds Services LLPSENIOR ASSOCIATE 2 at Apex Funds Services LLP
Chew Bey SanChew Bey San
Manager at Apex Funds Services (Singapore) Pte LtdManager at Apex Funds Services (Singapore) Pte Ltd
Hardik ShahHardik Shah
Representative - South Asia at EHL Hospitality Business SchoolRepresentative - South Asia at EHL Hospitality Business School
Shivam BhatShivam Bhat
Senior Consultant at EYSenior Consultant at EY