Vanshita Ramnarayan Sharma
Service Manager ( Finance)
Badlapur West
Summary
To associate with an organization which help me to acquire & upgrade knowledge in the field of Mutual Funds, Stock Market, Business management, finance, accounts and to handle responsibility in efficient manner with prospective of adding value to the organization and simultaneously achieve growth in the professional competence.
Overview
3
3
years of professional experience
5
5
Certifications
1
1
Language
Work History
Service Manager
Triquetra Wealth
03.2025 - Current
- Handling Transactions (Additional Purchase, Redemption, Switch, SIP, STP, SWP, etc.) Online and Offline
- Non-Commercial Transaction (Change of Nominee, Change of Bank, etc.)
- KYC Documentation
- Coordinating with AMC and RMs for smoother transaction process.
- Compliance helping hand with SEBI Rules and regulations.
Service Manager
Samyag Broking Pvt Ltd
10.2023 - 12.2024
- Handling Transactions (Additional Purchase, Redemption, Switch, SIP, STP, SWP, etc.) Online and Offline
- Non-Commercial Transaction (Change of Nominee, Change of Bank, etc.)
- KYC Documentation
- Coordinating with AMC and RMs for smoother transaction process.
Education
Global Financial Markets Program -
BSE Institute ltd
01-2025
Business Management Studies - undefined
K. B. College
Thane01-2023
H.S.C - undefined
University of Mumbai
01-2019
S.S.C - undefined
University of Maharashtra
01-2017
Skills
Believes in Smart Work
Certification
NISM Certification of Participation “Centralized Death Reporting – SEBI’s Smart move on investor Demise Reporting”
Interests
Painting, listening to music, travelling, crafting
Timeline
Service Manager
Triquetra Wealth
03.2025 - Current
Service Manager
Samyag Broking Pvt Ltd
10.2023 - 12.2024
Business Management Studies - undefined
K. B. College
H.S.C - undefined
University of Mumbai
S.S.C - undefined
University of Maharashtra
Global Financial Markets Program -
BSE Institute ltd