Headline

Assistant Manager Operations - Choice Wealth. Investment Operations (MF, NCD, MLD) | Branch Support | AIF/PMS Assistance | BSE & ICCL Processing

Location

Bhopal

Work experience

Assistant Manager at Choice Wealth, Jul 2025 - Present · 1 yr, Bhopal, Assistant Manager – Operations with 4 years of experience in Mutual Fund and Investment Operations, supporting and coordinating with Pan India branches to ensure smooth execution of transactions and timely deal closures. I manage end-to-end operational processes including KYC registration, BSE order placement, and transaction execution through ICCL. I actively assist branches in resolving operational queries, guiding them on NCD and MLD deal closures, and supporting product understanding to ensure accuracy and efficiency. Additionally, I provide operational support for AIF and PMS-related queries and coordinate closely with the research team for product materials and documentation required by branches across locations. I am known for strong inter-branch coordination, process discipline, quick query resolution, and maintaining compliance standards with MIS while meeting strict turnaround timelines.

Operations Executive at Choice Wealth, Feb 2022 - Apr 2026 · 4 yrs 3 mos, Managed operations for 70+ branches across India, ensuring timely resolution of mutual fund queries and client onboarding issues. Collaborated closely with internal branch RMs to facilitate seamless client transactions, focusing on KYC compliance. Leveraged proficiency in BSE Star MF and Mercury RTA to streamline reporting and extract transaction statements, enhancing operational accuracy. Led the creation and sharing of MIS reports, improving transaction efficiency and future decision-making processes. Conducted branch employee training to enhance system proficiency and service delivery. Provided data-driven investment insights, improving client satisfaction through precise recommendations and swift query resolution. Fostered cross-functional collaboration between branch and research teams, addressing advisory concerns with efficiency

Education

Master, Business Administration, Sagar Institute of Research and Technology (SIRT)

PGDCA, Computer, Makhanlal Chaturvedi University