Headline

Customer Service Manager | Mutual Fund Operations & Investor Servicing | NISM Series V-A Certified | KYC, Compliance & Process Excellence

About

Customer Service Manager at MCAP Wealth Pvt. Ltd. with hands-on experience in financial operations across mutual funds, loans, insurance, PAN, and TDS. Skilled in end-to-end client servicing, documentation, and operational coordination, with a strong focus on accuracy, compliance, and customer satisfaction. NISM Series V-A (Mutual Fund Distributors) certified, with practical exposure to client onboarding, KYC support, transaction assistance, and query resolution. Actively seeking opportunities to grow and contribute within AMC and financial services environments. Key skills: • Client Servicing & Relationship Management • Mutual Fund Operations • KYC, Documentation & Compliance • PAN & TDS Processing • Cross-functional Coordination

Location

Mumbai

Work experience

Customer Service Manager at MUDRA PORTFOLIO, Dec 2025 - Present · 7 mos, On-site, Customer Service Manager | Operations (Loans, Insurance, Mutual Funds & Taxation) • Handled end-to-end customer servicing for loans, insurance, mutual funds, and tax-related queries • Managed operational processes including documentation, KYC verification, onboarding, and service requests • Acted as a key point of contact to resolve client queries and ensure smooth transaction processing • Coordinated with internal teams to support policy servicing, investments, and loan operations • Assisted clients with mutual fund transactions and insurance servicing while ensuring regulatory compliance • Maintained accurate client records, MIS, and operational reports • Focused on delivering high-quality customer experience and meeting service benchmarks

Mutual Fund Operations Executive at DD's Real Wealth Maximizer Pvt Ltd - India, Sep 2025 - Dec 2025 · 4 mos, Maharashtra, India, Mutual Fund Operations Executive • Managed day-to-day mutual fund operations including purchase, redemption, switch, and SIP processing • Handled investor servicing and resolved queries related to folios, NAV, transactions, and account statements • Ensured accurate documentation, KYC, FATCA, and compliance as per regulatory guidelines • Coordinated with internal teams, RTA, and distributors for smooth execution of transactions • Monitored transaction status, resolved discrepancies, and ensured timely closure of requests • Maintained MIS reports and operational records with high accuracy • Supported process improvements to enhance efficiency and investor experience

Education

Bachelor's in Accounting and Finance, KES Shroff College of commerce and arts

Company Secretary Executive Entrance Test, The Institute of Company Secretaries of India