VENKATESH SAGAR Peddabudhi

● Conduct training sessions for new joiners, ensuring they understand mutual fund processes, systems, and quality standards.

● Test modules and reports for migrated clients to ensure accuracy, completeness, and system alignment.

● Collaborate on process enhancement initiatives by identifying operational inefficiencies and implementing automation or procedural improvements.

● Serve as a key point of contact for direct client communication, addressing queries via email and Teams calls with professionalism and accuracy.

● Assist in daily BAU activities such as NAV verification, reconciliation, and reporting in line with client and regulatory expectations.

● Work cross-functionally with internal stakeholders to ensure seamless transition and operations during client onboarding or migration.

● Generating reports for internal stakeholders and regulatory bodies and Regular reporting is essential for transparency and compliance

● processing of subscriptions, Additional purchases, redemption, switch, and transfer., Matching internal records with external statements to ensure accuracy

● To provide and ensure timely and high-quality service and deliverables to the corporate clients allocated on a regular basis.

● To facilitate and assist with onboarding new Investors in the systems

● Perform KYC / initial screening of the investors for the Customer identification program (CIP). Onboard the investor.

● Contact update / Change: Address, Email address, Phone, etc.

● • Commitment Booking (subscription/ Capital), distribution or Redemption, Corporate actions, Allocation of units, and Reconciliation.

• Reviewed and moderated [type of content: text, images, videos, user profiles, ads] for compliance with platform guidelines and legal policies.
• Used [moderation tools: AI-based filtering, keyword detection, human review dashboards] to monitor and remove inappropriate content.
• Managed [number] user reports per day/week, ensuring timely action against policy violations.
• Collaborated with cross-functional teams (legal, product, engineering) to refine moderation policies and improve automated filtering accuracy

• Managed end-to-end payment processing, including transaction verification, settlements, and reconciliations.
• Processed daily transactions across multiple payment gateways (e.g., PayPal) • Ensured compliance with PCI-DSS, AML (Anti-Money Laundering), KYC (Know Your Customer), and financial regulations.
• Investigated and resolved payment disputes, chargebacks, and fraudulent transactions, reducing loss.
• Coordinated with finance, compliance, and technical teams to enhance payment security and user experience.
• Implemented automated reconciliation to reduce errors and improve efficiency.