Praveen Sharma
Thane, Maharashtra
Summary
- Finance & Operations professional with over 4 years’ experience in the NPS industry. Skilled in managing large-scale operations, regulatory compliance, and financial systems integration. Demonstrated success in subscriber onboarding, corporate partnerships, and driving process improvements.
- KEY ACHIEVEMENTS
- Onboarded 4,000+ NPS subscribers including major corporates and a PSU in under 9 months
- Successfully led Oracle Fusion implementation for automated financial operations
- Executed a Rs. 250 crore fund transfer from Superannuation to NPS
- Conducted seamless PFRDA regulatory audits and inspections.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Manager-Finance and Operations
Aditya Birla Sun Life Pension Management Ltd.
Mumbai
09.2022 - Current
- Ensured smooth POP operations along with Corporate and Subscriber onboarding with proper coordination with the Sales Team placed in different parts of the country.
- Performed the role of checker for all the POP related activities.
- Ensured that POP Accounting is carried out every day and prepared Bank Reco to ensure that TAT has not been breached.
- Actively participated in the Technical development by providing suggestions to make Operational activities more seamless.
- Supervised and ensured that the CKYC data of the NPS subscribers are duly uploaded on the CERSAI portal on a regular basis nad are as per the guidelines stated by the regulator PFRDA.
- Front ended the development and implementation of Oracle Fusion to improve the efficiency and accuracy of accounting activities through various API Integrations.
- Actively involved in preparation of financials, budgeting activities for companies AGM's.
- Ensured that the quarterly and annual audit of financials and other operational activity is carried out seamlessly.
- Front ended the PFRDA regulatory inspection successfully.
- Supervised and delegated tasks to employees to meet key productivity targets.
Manager of Operations
SBI Pension Funds Private Limited
MUMBAI
08.2021 - 08.2022
- Actively managed the companies Corporate as well as Retail subscribers located in different parts of the country.
- Successfully integrated onto new redirection model of MyNPS which further helped in streamlining of process.
- Successfully processed & authorised contribution of Retail clients towards NPS within TAT to ensure that the PMLA guidelines have been adhered to.
- Initiated the effort in preparing and Uploading KYC data of subscribers on CERSAI platform as directed by the regulatory body PFRDA.
Startup Founder
Anika Commercial Enterprise
MUMBAI
06.2019 - 05.2021
- Founded startup which focused on Export of Agricultural goods & formulated the company's vision and objective.
- Worked on all aspects of business development from market research and finance to operations and marketing ensuring that company's vision was being followed.
- Took care of all segments from ordering to cost negotiations, handling lab test and ensuring quality as per buyer standards.
- Gained knowledge and handled all pre-shipment as well as post shipment documentation work as per the requirement in an orderly manner.
Education
MBA - Business and Finance
University of Bath, England (UK)
BathCA Inter -
Institute of Chartered Accountants of India
Mumbai, MH2013
Bachelor of Commerce - Business and Finance
K.J. Somaiya College of Arts And Commerce, Mumbai
Skills
- Operations Management
- Technical Proficiency
- Strategic Planning
- Financial Analysis
- Problem solving & Decision making
- Adaptability and Change Management
Certification
iiiEM - International Institute of Import and Export Management
IBM Blockchain
Timeline
Senior Manager-Finance and Operations
Aditya Birla Sun Life Pension Management Ltd.
09.2022 - Current
Manager of Operations
SBI Pension Funds Private Limited
08.2021 - 08.2022
Startup Founder
Anika Commercial Enterprise
06.2019 - 05.2021
MBA - Business and Finance
University of Bath, England (UK)
CA Inter -
Institute of Chartered Accountants of India
Bachelor of Commerce - Business and Finance
K.J. Somaiya College of Arts And Commerce, Mumbai
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