neha kuril
@nehakuril
Operations Executive specializing in mutual fund operations, reconciliation,Customer-focused reporting.Bookkeeping,Xerox ,Payroll process
IndiaWhat I'm looking for
I’m an enthusiastic, self-motivated Operations Executive with experience coordinating end-to-end mutual fund operations. I work on platforms including BSE and Redvision (and MFU and NSE), handling reports, database/documentation support, and daily reconciliation for purchase, redemption, and switch transactions.
I’m careful with accuracy and confidentiality while maintaining investor records, processing KYC documentation, and following regulatory guidelines and compliance requirements. I also generate and analyze reports (including for HNI investors), resolve client and customer queries, and help drive process improvements to reduce errors and improve operational efficiency.
Experience
Work history, roles, and key accomplishments
Operations Executive
R Sagar Financial Services
Dec 2023 - Feb 2025 (1 year 2 months)
Managed mutual-fund operations on MFU and NSE platforms, performing daily purchase, redemption, and switch reconciliation while maintaining accurate investor records. Coordinated with fund managers and internal teams to resolve discrepancies, processed KYC documentation, handled client queries, and produced audit-ready transaction reports.
Operations Executive
Reitzfinaicial
Apr 2023 - Sep 2023 (5 months)
Coordinated client requests and supported mutual-fund operations on BSE/Redvision platforms, including transaction reconciliation, KYC processing, and investor record updates. Ensured compliance with regulatory guidelines, resolved customer queries, and generated reports for fund transactions and performance.
Education
Degrees, certifications, and relevant coursework
Ahmedabad Institute of Technology
Bachelor of Technology (B.Tech), Engineering
2016 - 2020
Completed B.Tech/B.E. in Engineering at Ahmedabad Institute of Technology from 2016 to 2020.
Higher Secondary (XII)
Higher Secondary Certificate (XII), English
2014 - 2016
Completed Higher Secondary education with English from 2014 to 2016.
Secondary (X)
Secondary School Certificate (X), English
2014 - 2014
Completed Secondary education with English in 2014.
Availability
Location
IndiaAuthorized to work in
Job categories
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