Kajal

Profile Detail-oriented and customer-focused Mutual Fund Operations Executive with experience in managing end-to-end mutual fund operations, ensuring accurate transaction processing, regulatory compliance, and seamless investor servicing. Skilled in handling SIPs, lump sum investments, redemptions, KYC verification, folio management, and reconciliation processes while maintaining high standards of accuracy and efficiency. Proficient in coordinating with AMCs, RTAs, and internal teams to resolve operational issues and improve turnaround times. Adept at using Excel and financial operations tools to analyze data, generate reports, and streamline workflows. Committed to delivering exceptional service, maintaining compliance with SEBI and AMFI guidelines, and contributing to operational excellence.