• Diligently manage Hedge and Long-only Fund and product data, ensuring accuracy for investment and compliance purposes.• Manage performance reporting by analyzing and reporting fund performance and collaborate with investment team to ensure accuracy and consistency in reporting.• Spearhead onboarding process for Tier 1 Category strategies, collaborating with fund managers to establish profiles and align objectives.• Provide essential support in fund management and analysis by collaborating seamlessly with onshore analysts.• Act as Single Point of Contact for select activities, facilitating coordination and communication for successful reporting outcomes.• Handle adhoc responsibilities with adeptness, ensuring timely completion and reporting.• Led a successful cross-training initiative, imparting expertise in quarterly template review and report collection to another team, supported by meticulously developed Excel trackers.• Mentor and train new team members to ensure smooth onboarding and integration.• Prepare and review quarterly strategy templates, managing a diverse portfolio of over 150 investment strategies.• Develop and implement Standard Operating Procedures for newly transitioned activities to ensure operational efficiency and adherence to quality standards.

• Effectively managed a portfolio of 420 Privilege Client and offered financial advice regarding investments and savings.• Maintaining knowledge on banking products and distribution to provide optimal service support.• Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.• Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.• Analyzed financial products and recommended appropriate products to clients.• Developed and maintained bank revenue goals.• Managed all product inquiries for clients and provided direct and indirect solutions.• Handled day-to-day branch operations and compliance related tasks.

Got an opportunity to get in-depth understanding and practical knowledge of equity, derivatives and currency market and carried out a market research to examine the investors' attitude and perception towards derivatives market in Delhi, NCR by collecting responses from 85 retail investors through a structured questionnaire. Also made an humble attempt to spread the awareness among prospective investors about derivatives.