YOGEETA SAVLA
Mumbai
Summary
Experienced finance professional with over 9 years in operations, client servicing, and portfolio management for Mutual Funds, PMS, and AIF. Skilled in brokerage reconciliation, invoice generation, compliance, and HNI portfolio management. Adept at streamlining workflows, ensuring regulatory adherence, and enhancing client satisfaction through a detail-oriented and proactive approach
Overview
9
9
years of professional experience
1
1
Certification
Work History
Manager of Operations
Incred Premier
12.2023 - Current
- Oversee end-to-end operations for Mutual Funds, PMS, and AIF, ensuring compliance with regulatory guidelines and internal policies.
- Ensure adherence to SEBI regulations, KYC/AML norms.
- MIS Preparation
- Liaise with AMC's account team and customer service providers to ensure smooth operational workflows.
- Resolve investor queries, support onboarding, and enhance the overall client experience.
- Train and mentor team members to ensure operational excellence and continuous improvement.
- Conduct monthly reconciliation of brokerage payments, identify discrepancies, and ensure timely resolution.
- Oversee accurate and timely preparation of invoices for management and brokerage fees, ensuring alignment with agreements.
- Coordination with internal audits.
Deputy Manager of Operations
Equentis Wealth Advisory Ltd
06.2022 - 11.2023
- Combination of Operations with an element of Client servicing included.
Coordination point between client and the Business unit / TTO HEAD at RNR. - Custodian of Data and responsible for presenting factual data to client and internal head at RNR.
- Coordination with the compliance team for all on boarding and subsequent process.
- Creation and maintenance of the procedure documents.
- Timely escalation of issues to the concerned team for quick and proactive resolution of queries.
- Management of relation with the HNI Client or the internal / External teams. SPOC for TTO clients.
- Timely response to emails. Sharing monthly stock recommendations to the clients, Rebalancing portfolio, sharing research report.
Virtual Relationship Manager
Tata Capital Ltd
08.2021 - 06.2022
- Onboarding the Customer on our Moneyfy app, helping them to start their investment journey through this platform.
- Managing portfolio of the HNI (High net worth Individual) Customers.
- Generating revenue with the Customers mapped.
- Servicing customer with regards to financial and non financial process like fund NAV, TAT, fund features and sharing market update.
- With the help of financial planning tool, analyzing customer portfolio & recommending them the funds according to the risk appetite.
Citi Phone Officer
Citi Bank
02.2020 - 07.2021
- Mainly handling credit card queries, helping customer understand the product features, usages and guiding them how to make timely payments on the card.
- Assisting customers to update their KYC documents, guiding them to use online platform.
- Provided quick help in addressing fraudulent transactions on the card.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Offered friendly and efficient service to all customers, handled challenging situations with ease.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Handled 80-90 calls per day to address customer inquiries and concerns.
- Managed to cross sell loan on card to the customers.
Virtual Relationship Manager
Icici Prudential Assest Magement Co
04.2017 - 02.2020
- Build and maintain client bases, keeping client portfolio up to date and acquiring new clients on an ongoing basis.
- Providing Client Product and market update and helping them with investment decision.
- Retain assets in Investor's portfolio.
- Exit load computation.
- Manage objections and after sale services.
Acquisition Manager
Indusind Bank
03.2016 - 03.2017
- Revenue Service - Credit Card Upgrade Handling customer for Credit Card Upgrade.
- Lead Generation.
Education
MBA - Finance
Welingker Institute
04.2020
BCOM -
Prahladrai Dalmia Lions College
04.2015
HSC - Commerce
Prahladrai Dalmia Lions College
04.2012
SSC -
Holy Cross High School
04.2010
Skills
- Financial management
- Effective Communication
- Resolving discrepancies
- Product recommendations
- Client Relationship Management
- MIS Reporting and Analytics
- Invoice Management
- Reconciliation
- Compliance and Regulatory Knowledge
Certification
NISM - Series VA : Mutual fund distributor
Timeline
Manager of Operations
Incred Premier
12.2023 - Current
Deputy Manager of Operations
Equentis Wealth Advisory Ltd
06.2022 - 11.2023
Virtual Relationship Manager
Tata Capital Ltd
08.2021 - 06.2022
Citi Phone Officer
Citi Bank
02.2020 - 07.2021
Virtual Relationship Manager
Icici Prudential Assest Magement Co
04.2017 - 02.2020
Acquisition Manager
Indusind Bank
03.2016 - 03.2017
BCOM -
Prahladrai Dalmia Lions College
HSC - Commerce
Prahladrai Dalmia Lions College
SSC -
Holy Cross High School
NISM - Series VA : Mutual fund distributor
MBA - Finance
Welingker Institute
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