Association of Mutual Fund in India

Key Responsibilities:
- Provide expert advice and guidance to clients on mutual fund investments, taking into account their financial goals, risk tolerance, and investment preferences
- Conduct in-depth analysis of various mutual fund schemes and evaluate their performance, suitability, and risk factors
- Assist clients in selecting the most appropriate mutual fund schemes based on their investment objectives, time horizon, and financial capabilities
- Monitor clients' investment portfolios and provide regular updates on their performance, making necessary adjustments and recommendations as required
- Stay updated with industry trends, market conditions, and regulatory changes to ensure the provision of accurate and up-to-date information to clients

ARN Holder

Sun Life

-Result-oriented professional with 12+ years of experience in wealth management and operations. Enhanced employee management by developing schedules, tracking time, and administering payroll, handled team of 50+ FTEs Spearheaded daily staff meetings to identify improvement strategies, discuss policy updates, and facilitate open communication. 

-Introduced new methods, practices, and systems to reduce turnaround time. I helped team members maintain business professionalism by coaching them on methods for delivering exceptional service to every customer. 

-Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency, and help the company evolve and grow. Taught employees how to collaborate on daily job tasks and achieve service targets. 

-Supervised operations team to support operational excellence and excellent customer service. I stayed up-to-date with industry trends and best practices to improve skills and organizational operations. 

-Monitored inventory and approved reorders of stock to secure necessary resources and meet customer demand. Reduced operational risks while organizing data to forecast performance trends. 

-Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits. Launched staff engagement, gender diversity, and cultural programs, in addition to a robust reporting tool that increased operational quality. 

-Recruited, hired, and trained initial personnel, working to establish key internal functions and outline the scope of positions for the new organization. 
Implemented business strategies, increasing revenue, and effectively targeting new markets.

Assistant Manager

-Leading departmental projects and initiatives supporting departmental goals Conducted training and mentored team members to promote productivity and commitment to quality service. 

-Built strong relationships with customers through a positive attitude and attentive response. Established open and professional relationships with team members to achieve quick resolutions for various issues. Exceeded sales quotas and increased profitability through effective sales strategy and business planning. 

-Developed compelling presentation decks to gain approval for ideas and communicate results. Provided reporting for forecast analysis and ad hoc reporting in support of decision-making. Maintained financial controls, planned business operations, and controlled expenses while identifying and pursuing opportunities to grow business operations and boost profits. 

-I liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives. 

-I coached and promoted high-achieving SMEs and account management employees to fill leadership positions with qualified staff and boost company growth. 

-Maintained an overall safe work environment with employee training programs and enforcement of safety procedures. 

-Managed revenue models, process flows, operations support, and customer engagement strategies. 

-Conducted regular reviews of operations and identified areas for improvement. 

-Resolved problems with high-profile customers to maintain relationships and increase the return customer base.

Team Leader

-Streamlining process, Identifying process gaps and improvement opportunities through Process confirmations, and GEMBA.
-Handled the continuous improvement drive. 
-Facilitated process trainings with the implementation of standard best practices. 
-Documented diagnostic results and supported root cause analysis and troubleshooting. 
-Supported teams in the continuous delivery of quality products and services, enhancing usage, and introducing new features. 
-Identified and recommended new products based on market research and consumer analysis. 
-Manage mutual fund accounts, trades, and KYC-AML for optimal system security. 
-Mentored new hires, resulting in stronger staff development and increased productivity. 
-Contributed to reductions in employee turnover by revamping training programs. 
-Analyzed team performance and identified opportunities for additional training.

Subject Matter Expert

-Validated results and performed quality assurance to assess the accuracy of the data. Performed system analysis, documentation, testing, implementation, and user support for platform transitions. Installed system updates to address vulnerabilities and reduce security issues. 

-Recommended process improvements to continually identify, analyze, and fix constraints and challenges. Conducted workplace compliance training to reduce liability risks and operate effectively. 

-Performed audits of subsidiaries to protect investors and potential investors from fraudulent or unrepresentative financial claims. 

-Assessed hourly market conditions to look for hedge and arbitrage opportunities. Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support, and liquidity characteristics of positions. 

-Worked on Mutual fund advisors of Canada to buy and sell financial instruments. Developed detailed hedge and trade strategies for specific trades. 

-Created and maintained a live Excel spreadsheet to provide real-time positions. Discussed financial options with clients and provided informed suggestions. 

-Met with business partners to understand goals and recommend solutions to fit specific needs. 

-I liaised with MF advisors and fund companies to identify and remove roadblocks to complete financial trasnactions for Mutual Fund portfolios of Canadian Investors. 

-Expert in handling financial transactions for mutual fund accounts I have worked with multiple US and Canadian-based fund companies, i.e., CI Investments, Sunlife Global Investments, Fidelity, Manulife, TD Investments, and many more.

-Knowledge of MFDA guidlines and Mutual fund industry of Canada and US

Associate

Accomplished assistant manager with over 12 years of experience in the mutual fund - Dealer Operations of Sunlife Financials. Consistently rising through the ranks. 

Well-versed in operations, personnel management, wealth management, and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service. 

Encouraging manager and analytical problem-solver with talents for team building, leading, and motivating, as well as excellent customer relations aptitude and relationship-building skills. 

Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring, and morale-building abilities to enhance employee engagement and boost performance.

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