AVINASH MAHALUNGE
Operations Manager
Mumbai
Summary
High-performing Operations with over 8 years of experience delivering successful improvements for business operations, profitability and team development. Dedicated to sustaining operational accuracy and delivering results for optimal profitability.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
1
1
Language
Work History
Operations Manager
TBNG Capital Advisors Pvt Ltd
02.2023 - Current
- Provided investment execution reports to clients on a regular basis, ensuring accuracy and timeliness in delivery.
- Maintained a high level of client satisfaction through proactive communication and responsive support regarding investment execution matters.
- Executed mutual fund investments for clients according to the recommendations provided by the Financial Planning Team.
- Managed both physical and online mutual fund investment processes across multiple platforms including BSE, NSE, MFU, CAMS, Karvy, and other platforms.
- Facilitated the completion of investment documentation and ensured compliance with regulatory requirements.
- Utilized expertise in navigating different investment platforms to execute trades efficiently and accurately.
- Maintained detailed records of investment transactions and provided regular updates to clients on the status of their investments.
- Resolved client inquiries and concerns related to investments promptly and effectively, ensuring a high level of client satisfaction.
- Facilitated account openings for mutual fund investments to enable online executions through various exchanges such as BSE, NSE, MFU and other platforms.
- Maintained accurate records of account openings and ensured timely communication with clients regarding the status of their accounts.
- Acted as a primary point of contact for clients regarding account opening inquiries, providing prompt and helpful assistance to address their needs.
- Facilitated the seamless opening of PMS & AIF accounts for clients, ensuring adherence to regulatory standards and company policies.
- Collaborated with clients to gather necessary documentation and information for account setup.
- Provided exceptional customer service and support to clients throughout the account opening journey.
- Ensured timely delivery of reports, maintaining a high level of accuracy and attention to detail.
- Communicated effectively with clients to understand their reporting needs and address any concerns or inquiries.
Assistant of Operations Manager
TBNG Capital Advisors Pvt Ltd.
08.2019 - 01.2023
- Maintain Investwell Software data in proper manner
- Maintain Data Reconciliation in Software
- Maintain Client Queries and Internal Queries in Query Sheet
- Handling Clients Queries
- Maintain all the STP and SIP's Regularly
- Maintain Company Compliance
- Maintain MIS and report to Managing Head
- Maintain Clients as well as Companies Investment Summary
- Maintain Investment Execution as per Advise through MFU, BSE and NSE (Online Platform)
- Maintain Clients MF, PMS, AIF, Stocks Investments
- Knowledge about MF, PMS, AIF and Stocks Execution and Investments Strategies.
Back Office Operations
Proton Capital Advisory Pvt Ltd.
- Maintain proper folio wise data in software
- Making additional purchase, redemption or switch in same folio of client as per their request
- Maintain the statements and other documents of customer
- Managing Portfolio of Clients
- Providing Account Statement / Portfolio to Client
- Calling AMC's regarding clients Portfolio - AIF/PMS/MF
- Preparing daily TTD
- Mailing daily report to managing head
- Additional office work/client work
- Maintain scheme performances in excel file and send it to client.
Education
MBA (Financial Management) -
NMIMS University
B.Com(Banking & Insurance) -
Patuck Gala College of Commerce And Management
Mumbai 06.2017 - 03.2019
12th -
K.M.S. Jr. College/ Parel (HSC)
Mumbai 06.2015 - 02.2016
10th -
Vile Parle West Mun. Sec. School (SSC)
Mumbai 06.2013 - 03.2014
Skills
MS Excel 2013
undefinedPersonal Information
- Date of Birth: 11/21/98
- Nationality: Indian
- Marital Status: Single
Extracurricular Activities
Scout Guide Leader in School and Got Best of the Best Scout Award. District Level Marathon and University Level Cricket in College. Playing Tennis Cricket.
Certification
NIMS-Series-V-A : Mutual Fund Distributors Certification Examination
Disclaimer
I do hereby certify that the above particulars furnished by me are true & correct to the best of my knowledge. In the event of my being selected to your organization, I assure you that will discharge all duties and responsibilities entrusted to the best of my ability, at all times.
Timeline
NIMS-Series-XXI-A : Portfolio Management Services (PMS) Distributors Certification Examination
03-2024
NIMS-Series-V-A : Mutual Fund Distributors Certification Examination
08-2023
Operations Manager
TBNG Capital Advisors Pvt Ltd
02.2023 - Current
Assistant of Operations Manager
TBNG Capital Advisors Pvt Ltd.
08.2019 - 01.2023
B.Com(Banking & Insurance) -
Patuck Gala College of Commerce And Management
06.2017 - 03.2019
12th -
K.M.S. Jr. College/ Parel (HSC)
06.2015 - 02.2016
10th -
Vile Parle West Mun. Sec. School (SSC)
06.2013 - 03.2014
Back Office Operations
Proton Capital Advisory Pvt Ltd.
MBA (Financial Management) -
NMIMS University
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