Headline

Associate Manager @ upstox, India Ex Groww | Mutual Fund Product operations

About

As an associate manager at upstox, one of India's fastest-growing online investment platforms, I leverage my expertise in mutual fund operations to provide seamless and transparent services to our customers. I have over eight years of experience in the financial sector, working with leading companies such as Groww, Fisdom and Motilal Oswal Securities. I have developed strong skills in market research, competitive landscape analysis, and customer relationship management, which enable me to contribute to organisation mission of democratizing wealth creation for millions of Indians. I am passionate about learning new trends and technologies in the global financial markets, and I aim to deliver excellence and innovation in my field.

Location

Bengaluru

AI stack

n8n

notion

openai

perplexity

Work experience

Associate Manager at Upstox, Apr 2024 - Present · 2 yrs 3 mos, Partnered with product and IT teams to enhance operational systems and product workflows. Designed and enforced SOPs to streamline product operations and improve scalability. Led execution of operational enhancements and product launches, ensuring alignment with business needs. Contributed to technology implementations, supporting product scalability and compliance.

Assistant Manager at Groww, Dec 2022 - Apr 2024 · 1 yr 5 mos, Built Groww’s NRI Investment Product from scratch, from conception to launch. Conducted user research, alpha and beta app testing, and incorporated feedback into product iterations. Coordinated with design, engineering, and QA teams to deliver seamless user experience. Defined and implemented roadmaps and SOPs for product rollout. Managed end-to-end Mutual Funds and US Stocks operations, ensuring high customer satisfaction.

Assistant Manager at Fisdom, Mar 2021 - Dec 2022 · 1 yr 10 mos, Collaborated with leadership on strategic operations projects to support product growth. Streamlined mutual fund transaction processes, reducing TAT and errors. Managed a high-performing team, coaching members on product operations excellence.

Transaction executive at Fisdom, 2019 - 2021 · 2 yrs, Handled end-to-end MF transactions (purchase, redemption, STP, switch). Supported product initiatives with reconciliation and MIS reporting.

Relationship Manager at Motilal Oswal Financial Services Ltd, Sep 2018 - Mar 2019 · 7 mos, Acquired and managed Super HNI clients, deepening wealth advisory relationships.

Education

Product management with applied AI, IHUB Divya Sampark - lIT Roorkee

Advanced Program in Finance & Wealth Management, NAL Academy