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About

MMS Finance professional with 2+ years of experience across financial services, client onboarding, and Excel-based financial analysis and reporting. Background includes KYC-aligned documentation, transaction processing, daily reconciliation against statements, and coordination with banks and service providers for timely, accurate settlement. AML/KYC and investment-banking certified, with strong academic grounding in mutual funds, equities, and portfolio concepts. Seeking to contribute to a Wealth Management Operations team through accurate client onboarding, transaction, and portfolio reporting support.

Experience3

  1. Sales Deputy Manager

    Oct 2022 — Oct 2023

    HDFC Life Insurance

    Managed client onboarding and KYC-aligned financial documentation ensuring accuracy and compliance. Led portfolio reviews and coordinated with internal teams to maintain data accuracy. Trained junior team members, improving compliance process consistency. Increased active client base by 50% in one year through disciplined relationship management.

  2. Claims Ambassador, Airbnb AirCover

    Apr 2024 — Nov 2024

    Teleperformance

    Reviewed and processed an average of 20 claims per week, verifying documentation against policy and compliance standards. Performed quality checks, identified discrepancies, and escalated errors. Analyzed claim patterns to support policy improvements. Coordinated with cross-functional stakeholders to ensure timely and accurate case closures.

  3. Finance Intern

    May 2025 — Jul 2025

    Invest4Edu

    Supported KYC and client document verification for onboarding with 98% accuracy. Gained hands-on exposure to mutual funds, equities, and portfolio concepts while assisting in financial research and advisory. Maintained daily Excel-based financial data trackers and flagged discrepancies for resolution.

Projects2

  • Mutual Funds & SIP — Academic Research

    Researched the role of mutual funds and Systematic Investment Plans (SIPs) in wealth creation among young investors, analyzing investment behaviour and investor-awareness trends.

    • Mutual Funds
    • SIPs
    • Investment Analysis

  • Child Education Fund — Financial Planning Project

    Designed an academic financial plan for a dedicated child education fund, applying savings, investment planning, and long-term wealth-creation concepts.

    • Financial Planning
    • Savings
    • Investment Planning

Education2

  • Masters in Management Studies (MMS)

    2026

    Lala Lajpatrai Institute of Management, University of Mumbai

    Finance

  • Bachelor of Management Studies (BMS)

    2022

    D.T.S.S. College of Commerce, University of Mumbai