Head Of Operations
Current- Focused on conducting regular reviews of client portfolios, analyzing performance, and making recommendations to fund managers for necessary adjustments.- Instrumental in establishing and optimizing company processes since its inception, setting a solid framework for scalable operations and strategic expansion.- Led a team to achieve a significant increase in new client onboarding within a year, broadening the client base and boosting assets under management.- Successfully implemented a digital onboarding process, cutting processing time and boosting efficiency.- Leads the financial reporting and compliance team, ensuring adherence to regulations and timely regulatory reporting to the Securities and Exchange Board of India (SEBI) and other regulatory bodies, achieving consistent, on-time reporting without errors.- Serves as a point of contact for high-net-worth clients, addressing their inquiries, providing updates, and ensuring exceptional client satisfaction.- Supports investment analysis and content development, creating materials for client presentations, proposals, and analysis, using industry knowledge to foster growth and engagement.
