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About

Results-driven Financial Operations professional with 10+ years of experience across Clearing & Settlement, Mutual Fund Operations, Registrar & Transfer Agency (RTA) processes, Capital Markets Operations, Client Servicing, Reconciliation, and Branch Operations. Proven expertise in managing high-volume transaction processing, stakeholder coordination, operational controls, exception management, and regulatory compliance. Strong analytical and process-oriented mindset with extensive experience in reconciliations, reporting, account management, operational risk mitigation, and cross-functional collaboration. Well-positioned to contribute to Finance & Accounting functions through expertise in transaction lifecycle management, controls, reconciliations, MIS reporting, and process governance.

Experience5

  1. Assistant Manager – Clearing and Settlement RTA, MF Operations

    Sep 2023 — Present

    KFin Technologies Limited (KFINTECH)

    Managed clearing and settlement processes for mutual fund trades, liaising with NSE and BSE. Coordinated with AMC, RTA, brokers, custodians, and banks to resolve operational issues and ensure timely transaction processing. Supervised clearing, settlement, and reconciliation teams, providing training and generating detailed MIS reports using MS Excel. Utilized applications such as K-BOLT and TaskMF to support operations.

  2. Assistant Manager - FinTech Operations

    Jan 2023 — Sep 2023

    EduFund (Helena Edutech)

    Oversaw mutual fund operations across the organization including UCC creation, bank mandate management, trade execution on BSE Star, and physical account releases in CCM. Handled client accounts for US ETFs, resolved queries, and managed account activation for NSE - IIN. Supported sales onboarding and branch operations, maintained essential software and tools like Investwell, BSE STAR, FP Dashboard, and CRM, and conducted MIS reporting and reconciliations of assets and commissions.

  3. Branch Operations Manager

    Oct 2016 — Dec 2022

    Kotak Securities

    Managed branch operations including staff training on financial products, MIS preparation, capital markets knowledge, customer portfolio query resolution, KYC process management, and advisory support for HNI clients in equities and derivatives. Executed trades with KS Dealer/ODIN platforms, activated dormant accounts, and handled recruitment and training responsibilities to ensure client satisfaction and revenue goals.

  4. Equity Advisor

    Mar 2010 — Sep 2010

    India Infoline Ltd

    Managed client portfolios, maintained rapport, resolved client queries related to Demat accounts, prepared MIS reports, tracked client trades regularly, and promoted IPOs and mutual funds to clients.

  5. Dealer – Equities, Derivatives & Commodities Market

    Mar 2008 — Jun 2009

    Vinit Enterprises

    Handled client transaction orders, trained on ODIN system operations, accurately processed daily orders, and performed client follow ups as required.

Education4

  • M.A.

    2006 — 2008

    S.N.D.T University, Pune

    Psychology

  • Bachelors

    2003 — 2006

    S.N.D.T University, Pune

    Home Science

  • Higher Secondary Certificate

    2001 — 2003

    S.N.D.T University, Pune

  • Secondary School Certificate

    2000 — 2001

    Pune Board, Pune