anwesha pal

Processed client applications and error-free trades across Mutual Funds, PMS, AIFs, Structured Notes, and other financial products. Led end-to-end onboarding for individual and non-individual accounts, accelerated documentation delivery by 15% through team guidance, and maintained 100% on-time monthly reporting for a team of 6 stakeholders.

Processed error-free client transactions based on consent across Mutual Funds, Equity Trades, Structured Product Trades, Bond Trades, and AIFs. Coordinated with documentation teams, clients, and Wealth Managers to resolve queries promptly and ensure end-to-end processing.

Tracked and analyzed operational metrics (submissions, logins, bookings, and disbursal) to drive goal achievement and supported cross-team execution with service, product, credit, and senior management. Managed a portfolio of 100 crores, performed KYC onboarding with regular review streams, and ensured CDD/EDD application to mitigate AML/TF risks.

Implemented robust KYC and enhanced due diligence standards, including due diligence searches across third-party and internal databases. Conducted daily insurance and investment sales calls, cross-sold products based on client needs, and maintained strict compliance while prioritizing revenue activities for the customer portfolio.

Achieved Six Sigma Yellow Belt certification by spearheading a tenfold increase in user engagement on the MyAgriGuru app (now Krish-e). Led farmer and agri-expert acquisitions across offline and online channels, ran 250+ farmer meetings across multiple states for feedback research, and supported 50+ digital campaigns through content and marketing initiatives.

Grade: 8.58/10

Completed an MBA in Marketing & HR at Army Institute of Management. Received a marks score of 8.58/10.

Grade: 9.27/10

Earned a B.Sc. in Agriculture from Tamil Nadu Agricultural University from 2012 to 2016. Received a marks score of 9.27/10.