Open to opportunities

Bhagyashree Pandya

@bhagyashreepandya

Message

I improve financial-services operations, payments, servicing, and process performance at scale.

India

Message

What I'm looking for

I'm looking to lead business or product operations, payment transformation, process excellence, and customer-servicing programs where I can improve SLAs, automation, governance, retention, and team performance.

I've driven product support, payment transformation, and business operations at Motilal Oswal Financial Services, supporting Intelligent AdvisoryPortfolios across onboarding, execution, withdrawals, renewals, and servicing. I led a SEBI-compliant advisory fee payment transition using Razorpay and built dashboards, automated reports, and portfolio-review reporting to improve visibility and advisory opportunities.

I've led teams of up to 18 members serving 56,000+ clients, reduced query resolution TAT by 40%, improved first-call resolution by 20%, and retained approximately INR 180 Cr in AUM. Earlier, I managed accounting and operations for Sai Tours & Travels, covering reservations, ticketing, reconciliations, vendor coordination, payments, and customer service.

Experience

Work history, roles, and key accomplishments

Manager - Product Sales Support

Motilal Oswal Financial Services

Apr 2025 - May 2026 (1 year 1 month)

Managed end-to-end operations for Intelligent Advisory Portfolios, including onboarding, execution, withdrawals, renewals, and servicing. Led SEBI-compliant advisory fee payment transition to direct investor payment model using Razorpay.

Product Operations Payment Operations Stakeholder Management Process Automation Training And Enablement Razorpay

Assistant Manager - Team Leader

Motilal Oswal Financial Services

Apr 2023 - Mar 2025 (1 year 11 months)

Led a support team of 18 members handling high-volume client and RM servicing operations. Reduced query resolution TAT by 40% through workflow redesign and accountability frameworks.

Team Leadership SLA Management process excellence Training And Enablement Stakeholder Management

Senior Executive - Team Leader

Motilal Oswal Financial Services

Apr 2021 - Mar 2023 (1 year 11 months)

Managed withdrawal desk operations and supervised a team of 5 members. Retained 45% AUM worth approximately INR 180 Cr across 1,500 clients.

Team Leadership Operations Management process excellence Client Servicing Stakeholder Management

Executive - Relationship Manager

Motilal Oswal Financial Services

Feb 2019 - Mar 2021 (2 years 1 month)

Managed pan-India first-level customer and internal servicing queries within 2-hour TAT. Resolved grievance, legal, regulatory, and escalation cases.

Client Servicing Customer Escalation Training And Enablement Compliance

Accountant & Operations Specialist

Sai Tours & Travels

Apr 2015 - Jul 2018 (3 years 3 months)

Managed reservations, ticketing, reconciliations, and customer servicing operations. Coordinated vendors, payments, financial records, and travel documentation processes.

Accounting Operations Management Customer Service Vendor Management Reconciliations