Akansha Pandey profile photo 1 on Tal

Akansha Pandey

Relationship Manager, IFAnow

Mumbai

5+ years of work experience

IFANOW
Dec 20241 yr 7 mosPresent

Mumbai

Manages daily business operations for the company. • Identifies and resolves issues and inefficiencies in RTA data. • Processes new client registrations and sets up clients in MFU/BSE Star MF, conducting client KYC. • Executes transactions on MF Utility/BSE Star Platform. • Oversees the IFANOW software for customer portfolio management and AUM reconciliation. • Ensures timely reconciliation of transactions and brokerage. • Coordinates with RTAs for smooth order processing for respective AMCs. • Prepares various reports as needed by management on a regular basis. • Demonstrates proficiency in Microsoft Office. • Monitoring issues carefully and reaching out to customers for providing immediate resolution and maintaining client relationship. • Communicating regularly with clients to understand their needs, evaluate current product usage and cross-sell new products. • Educating the clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals. • Working with product development & technical team to facilitate communication and deliver personalized solutions to customers. • Applying excellent problem-solving, process development and strategic implementation skills to lead and support all areas of operation
IFANOW
Apr 20231 yr 9 mosDec 2024

Mumbai, Maharashtra, India

Onboarding new customers by updating their data in the system and providing training Managing and updating backend data of clients Periodic Reconcilation of Mutual Fund data of clients Handling client queries and providing quick resolution Understanding the issues faced by clients and identify ways to resolve them permanently Escalating issues to technical team, if required Assisting clients in understanding the product and giving solutions
Sitel Group
Jan 20221 yr 2 mosFeb 2023

Maharashtra, India

Maintaining relationships with HNI and retail investors. Generating sales as per requirement of investors by pitching schemes for investment. Assuring diversification in investors portfolio by helping them to do proper diversification in all assets classes including equity debt hybrid.
Sitel Group
Jul 20218 mosFeb 2022

India

Generating sales by calling interested investors and helping them to complete the investment process. Guiding KYC process to all the new investors. Assuring end to end transaction process of investment

Education

University of Mumbai

Mcom, Finance, General

University of Mumbai

20202 yrs2022
Chetana's Institute of Management & Research

Bachelor of Commerce - BCom, Accounting and Finance

Chetana's Institute of Management & Research

20173 yrs2020

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Headline

Relationship Manager, IFAnow

About

Results-oriented Financial Services Professional with 5+ years of experience in mutual fund operations, client servicing, investor onboarding, KYC verification, transaction processing, reconciliation, and stakeholder management. Experienced with MF Utility (MFU), BSE Star MF, NSE Invest, and IFANOW platforms. Strong background in customer relationship management, operational excellence, issue resolution, and financial services support.

Location

Mumbai

Work experience

Relationship Manager at IFANOW, Dec 2024 - Present · 1 yr 7 mos, Mumbai, Manages daily business operations for the company. • Identifies and resolves issues and inefficiencies in RTA data. • Processes new client registrations and sets up clients in MFU/BSE Star MF, conducting client KYC. • Executes transactions on MF Utility/BSE Star Platform. • Oversees the IFANOW software for customer portfolio management and AUM reconciliation. • Ensures timely reconciliation of transactions and brokerage. • Coordinates with RTAs for smooth order processing for respective AMCs. • Prepares various reports as needed by management on a regular basis. • Demonstrates proficiency in Microsoft Office. • Monitoring issues carefully and reaching out to customers for providing immediate resolution and maintaining client relationship. • Communicating regularly with clients to understand their needs, evaluate current product usage and cross-sell new products. • Educating the clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals. • Working with product development & technical team to facilitate communication and deliver personalized solutions to customers. • Applying excellent problem-solving, process development and strategic implementation skills to lead and support all areas of operation

Operations Executive at IFANOW, Apr 2023 - Dec 2024 · 1 yr 9 mos, Mumbai, Maharashtra, India, Onboarding new customers by updating their data in the system and providing training Managing and updating backend data of clients Periodic Reconcilation of Mutual Fund data of clients Handling client queries and providing quick resolution Understanding the issues faced by clients and identify ways to resolve them permanently Escalating issues to technical team, if required Assisting clients in understanding the product and giving solutions

Virtual Relationship Manager at Sitel Group, Jan 2022 - Feb 2023 · 1 yr 2 mos, Maharashtra, India, Maintaining relationships with HNI and retail investors. Generating sales as per requirement of investors by pitching schemes for investment. Assuring diversification in investors portfolio by helping them to do proper diversification in all assets classes including equity debt hybrid.

Customer service professional at Sitel Group, Jul 2021 - Feb 2022 · 8 mos, India, Generating sales by calling interested investors and helping them to complete the investment process. Guiding KYC process to all the new investors. Assuring end to end transaction process of investment

Education

Mcom, Finance, General, University of Mumbai

Bachelor of Commerce - BCom, Accounting and Finance, Chetana's Institute of Management & Research