Roopa Sudharshan Email & Phone Number

Bengaluru, Karnataka, India

Bangalore, India

Joined International Money Matters Pvt Ltd, a Subsidiary of TVS Venture capital. Have been a part of the organization for 7 years. Dawned multiple roles during my stint so far. Setup Operational and customer service processes and functions in the company. Trained my team members and new joiners to excel in the line of their employment in the organization. Went on to work on discussing and analyzing client Financial Data and designed Financial Plans for our clients to help them achieve their… Show more Joined International Money Matters Pvt Ltd, a Subsidiary of TVS Venture capital. Have been a part of the organization for 7 years. Dawned multiple roles during my stint so far. Setup Operational and customer service processes and functions in the company. Trained my team members and new joiners to excel in the line of their employment in the organization. Went on to work on discussing and analyzing client Financial Data and designed Financial Plans for our clients to help them achieve their financial goals during their journey in pursuit of wealth creation. With a passion towards spreading financial Literacy, conducted webinars, talks, presentation on varied Financial topics to enhance knowledge and nudge and encourage people to start saving and investing for a rainy day. Conducted Financial planning / Literacy workshops for corporates, educational institutions, consultants, NGOs. Have revived 100s of totally old and dormant clients of the company who have left our services to come back and enroll to our services again. Show less

Bangalore, India

Built the team fulfillment service desk for the company. Set processes. Worked as client services Manager. Have set up successful backend operational processes and focused on positive customer experiences. Was recognized and appreciated by the Management for my efforts. targeted at Zero errors and accuracy in processing client recommendations with strict adherence to Compliance and handled SEBI Audits successfully.

Bangalore, India

I worked as Associate Professor in Management Institutes, worked in the core team of the Management to award and accredit certifications for the Institute. Recognized and popular among the pupil community as one of the fine faculty members. Teaching is such a fulfilling and noble profession that I thoroughly enjoyed doing. Brought practical industry experience into the classroom teaching which helped my students relate and connect better to today's times.

Bangalore, India

In HSBC, recognized by the compliance team for best records, data protection, and maintenance. Risk mitigation audits and SEBI audits conducted from time to time were always clean and foolproof. In HSBC, got exposure to interact with national and international clients. Handled transactions both investments and redemptions worth millions of dollars for clients smoothly. Exercised perfection while handling IPOs. Developed functional operational smooth sailing processes. Headed 4 different South… Show more In HSBC, recognized by the compliance team for best records, data protection, and maintenance. Risk mitigation audits and SEBI audits conducted from time to time were always clean and foolproof. In HSBC, got exposure to interact with national and international clients. Handled transactions both investments and redemptions worth millions of dollars for clients smoothly. Exercised perfection while handling IPOs. Developed functional operational smooth sailing processes. Headed 4 different South Indian states as Client services in charge, managed 7 member team successfully. I thoroughly encouraged my team to perform and excel, helped them nurture their leadership skills, and initiated them to contribute their ideas and creativity at the workplace. Identified for performance excellence by HSBC Country Head. Show less

Bangalore, India

ABN AMRO entered Indian shores to launch their Asset Management. I joined ABN AMRO to set up the branch in Bangalore. I fully set up Client services and operations division from scratch. Successfully handled IPO launches, organised marketing promotional campaigns for product launches.

Bangalore

Started my career as a customer service & Operations Officer in IL&FS AMC. Dawned many hats and handled multiple roles at the same time. Set up functional operational processes in IL&FS. Handled customer services, Admin, Finance all in one go in IL&FS. I was more a one man army doing multitasking.

Post Graduate Diploma In Business Administration, Marketing & Human Resources, A+

Bachelor'S Degree In Business Management, Marketing, A+

Education record