Headline

|Finance Operations Professional | Mutual Funds - SIP/ STP/SWP| NAV analysis, KYC, Transactions | MMS Finance | CAMS -HDFC Mutual Fund|NSIM series V-A Certified | Seeking Hybrid Role – Mumbai / Navi Mumbai

About

Finance postgraduate (MMS – Finance) with hands-on experience in mutual fund operations and customer service at CAMS. Currently working as a Sr. Customer Service Executive, handling investor queries, transaction-related issues, KYC verification, and email-based client communication with accuracy and professionalism. Strong understanding of financial products, investor servicing, compliance processes, and operational workflows. Known for quick learning, process adherence, and clear communication. Actively seeking hybrid opportunities in finance operations, mutual fund services, banking operations, or client servicing roles in Mumbai / Navi Mumbai, where I can grow professionally and contribute long-term. Key Skills: Mutual Funds | Investor Services | Finance Operations | KYC compliance | Email Communication | NAV calculation | SIP/STP/SWP Products Process Management | Client Handling | Transaction Processing| International Team Communication

Location

Navi Mumbai

Work experience

Senior Executive at CAMS Limited, Jan 2025 - May 2026 · 1 yr 5 mos, CBD Belapur, Providing mutual fund services as part of CAMS, in collaboration with HDFC AMC. Assisting investors and distributors with queries, transactions, and regulatory compliance. Handling investor communications and issue resolution via email. Working with MF360 and Talisma software to streamline operations and enhance service efficiency.

Pre sale's Executive at Home First Finance Company (HFFC), Jul 2024 - Oct 2024 · 4 mos, Navi Mumbai, Maharashtra, India, As a Pre-Sales Executive at Home First Finance Limited, I play a pivotal role in driving the company’s revenue growth by supporting and enhancing the sales process. My responsibilities include facilitating the home loan process for potential clients, ensuring a seamless and efficient customer experience. Additionally, I have hands-on experience working with the CRM system Kaisys, leveraging it to streamline processes and improve client interactions.

Education

Masters of Management studies, Finance, University of Mumbai

Bachelor of Business Administration - BBA, HR, Savitribai Phule Pune University