Headline

Wealth Manager | Business Operations Specialist | Financial Markets & Community Engagement

About

Client Relations and Operations professional with experience across financial services and real estate, focused on enhancing customer experience, documentation accuracy, and communication workflows. Skilled in managing client-facing processes, coordinating with cross-functional teams, and ensuring operational clarity throughout service delivery cycles. Hands-on exposure to equity, crypto, and forex trading provides practical insight into trader behaviour, digital platform usage, and market participant expectations. This understanding supports efficient query handling, reduces friction during onboarding, and enables more informed customer interactions within FinTech and digital finance environments. Proven ability to work closely with sales, branch, and operations teams to support documentation, address customer concerns, and streamline workflows that directly impact satisfaction and retention. Recognized for clarity in communication, process discipline, and a structured approach to client handling.

Location

Bengaluru

AI stack

claude

gemini

notion

ChatGPT

Work experience

Wealth Manager at Stack Wealth, Jun 2026 - Present · 5 mos, Bengaluru, Karnataka, India

Community Moderator & Independent Trader at Self-Employed, Sep 2020 - Present · 6 yrs 2 mos, Chennai, Tamil Nadu, India, Managing daily engagement for a 1,000+ member financial community, moderating discussions on market sentiment and technical analysis. Executing risk-managed trading strategies across Equity and Crypto markets using disciplined capital preservation techniques

Client Relations & Business Operations at Greenland Promoterss, Aug 2023 - Jul 2026 · 3 yrs, Chennai, Tamil Nadu, India, Managed the end-to-end operational lifecycle of real estate transactions, ensuring documentation accuracy and legal compliance for investors. Acted as the primary point of contact for high-net-worth clients, focusing on portfolio updates and long-term relationship management. Streamlined business operations and lead handling processes to improve overall client acquisition efficiency.

Relationship Manager at Home First Finance Company (HFFC), Jan 2023 - Aug 2023 · 8 mos, Tambaram, Tamil Nadu, India, Managed a secured lending portfolio, ensuring financial discipline and adherence to repayment schedules. Focused on Customer Success operations by resolving client grievances and providing tailored financial solutions to ensure client retention. Handled branch-level operational tasks including credit profiling, preliminary financial analysis, and file processing for loan disbursals.

Education

Master of Business Administration - MBA, marketing and Operations, Sathyabama Institute of Science & Technology, Chennai

Bachelor of Commerce - BCom, corporate secretaryship, Guru nanak college