# Ankit Goyal

Ankit Goyal is a remote worker on Himalayas, Mutual Fund Operations Executive at Rewari, based in India.

Source: https://himalayas.app/@ankitgoyal2

```text
Relationship Manager at ICICI Prudential Mutual Funds, advising clients on fund selection and portfolio diversification.
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| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | India |
| Authorized to work in | India |
| Salary expectations | 70k+ INR |
| Job categories | Relationship Manager, Operations Support |
| Skills | Mutual Fund Operations, Customer Relationship Management, Investment Selection, Portfolio Diversification, Financial Transactions, Non Financial Transactions, KYC Compliance, Client Acquisition, Lead Conversion, Investor Services, Stakeholder Query Resolution, SIP Processing, MIS, Tally, Microsoft Word |

## What I'm looking for

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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.
```

## About

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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

### Mutual Fund Operations Executive (current)

Rewari. Aug 2024 - Present

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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.
```

Skills: 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

```text
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.
```

Skills: Mutual-Funds, SIP-Processing, KYC-Compliance, Investor-Services, Data-Management, MIS, Coordination

## Education

### Indira Gandhi National Open University

M.Com, Commerce. Grade: First Division

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Completed Master of Commerce with First Division.
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### University of Delhi

B.Com, Commerce. Grade: Second Division

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Completed Bachelor of Commerce with Second Division.
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### Yaduvanshi Shiksha Niketan

12th, General. Grade: 55%

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Completed 12th grade with 55%.
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### Suraj School

10th, General. Grade: 9.2 CGPA

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Completed 10th grade with 9.2 CGPA.
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### NISM

NISM V-A, Mutual Fund

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NISM V-A certification valid up to August 2029.
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## Tech stack

- Microsoft Excel
- Tally
- Microsoft Word

To contact Ankit, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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