Rashmi Shinde
Ops & Data | Mutual Funds | Reconciliation Process
Mumbai
5+ years of work experience
Nov 20241 yr 8 mosPresent
Mumbai
Results-driven finance and operations professional with experience in investment product operations, data reconciliation, and client servicing. Currently working as a Senior Executive at Motilal Oswal Financial Services, I specialize in AUM reconciliation, RTA data validation, and ensuring accuracy in financial reporting.
Skilled in SQL, MIS reporting, and process optimization, I have a strong ability to analyze discrepancies, resolve complex data issues, and streamline operational workflows. My role also involves handling client queries, conducting training sessions for business associates, and developing SOPs to enhance efficiency and compliance.
With a background in commerce and certifications in mutual funds and equity derivatives, I bring both technical expertise and a customer-centric approach. I thrive in dynamic environments that challenge me to grow, learn, and contribute meaningfully to organizational success.
Mar 20213 yrs 8 mosOct 2024
Mumbai, Maharashtra, India
Education
Bachelor of Commerce - BCom
University of Mumbai
20173 yrs2020
HSC
Thomas Baptista Junior College, Vasai
20152 yrs2017
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