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Ankit Goyal

@ankitgoyal2

Relationship Manager at ICICI Prudential Mutual Funds, advising clients on fund selection and portfolio diversification.

India

Message

What I'm looking for

I’m looking for a position where I can use my skills and experience while continuing to learn and contribute to an organization’s success.

At ICICI PRUDENTIAL MUTUL FUNDS, I manage end-to-end mutual fund operations, including financial and non-financial transactions and KYC compliance.

I suggest funds to clients and provide portfolio diversification advice, while delivering customized investment solutions and ensuring regulatory compliance.

I generated new business through client acquisition and lead conversion. I also support operations by maintaining data, preparing MIS, and processing branch transactions.

Previously, at SBI MUTUAL FUNDS, I resolved investor queries and complaints related to transactions, folios, and NAV. I coordinated with distributors, RMs, and backend teams, and handled mutual fund operations, SIP processing, KYC compliance, and investor servicing.

Experience

Work history, roles, and key accomplishments

Current

Mutual Fund Operations Executive

Current

Rewari

Aug 2024 - Present (2 years 1 month)

Managed end-to-end mutual fund operations including financial and non-financial transactions, KYC compliance, and client servicing. Suggested funds to clients and provided portfolio diversification advice, while generating new business through client acquisition and lead conversion.

Communication Skills Presentation Skills Customer Relationship Management Tally Microsoft Word Excel Mutual Funds KYC Compliance MIS Data Management

Operations Support

SBI Mutual Funds

Jun 2023 - Aug 2024 (1 year 2 months)

Resolved investor queries and complaints related to transactions, folios, and NAV. Coordinated with distributors, relationship managers, and backend teams for issue resolution, and managed end-to-end mutual fund operations including transactions, SIP processing, KYC compliance, and investor servicing.

Mutual Funds SIP Processing KYC Compliance Investor Services Data Management MIS Coordination