Nikitha Bisht
@nikithabisht
Fintech operations specialist focused on mutual fund settlements, SIP reconciliation, and compliance.
IndiaWhat I'm looking for
I am a fintech operations specialist with 1.3 years of hands-on experience at Zerodha Coin, India's largest direct mutual fund platform, focused on ensuring accurate fund settlements and flawless SIP mandate reconciliation.
I have led payment gateway resolution efforts for UPI and netbanking failures, coordinated with banking partners for refunds and unit allotments, and maintained 100% KYC compliance while adhering to SEBI regulations.
In customer support and operations roles, I resolved high-value account issues, collaborated with Risk and RMS teams to unblock accounts, and reduced ticket resolution time by 20% through improved workflows.
I hold NISM certifications, practical knowledge of Zerodha Console, CRM tools, SQL, Python (basic), and advanced Excel, and I am open to relocation for roles that deepen my expertise in wealth operations and regulatory compliance.
Experience
Work history, roles, and key accomplishments
ZEAssistant Manager - Coin(MF)
Zerodha
Manage daily reconciliation of SIP mandates and lumpsum orders, ensuring 100% accuracy in fund settlement and resolving complex payment failures to process refunds and unit allotments for retail investors.
ZEAssistant Manager
Zerodha
Oct 2024 - Apr 2025 (6 months)
Handled high-value account issues including Demat holdings and corporate actions, verified KYC per PMLA guidelines, and collaborated with Risk/RMS teams to unblock suspended accounts and resolve margin shortfalls.
Intern - Client Services
Pride Wealth Management LLP
Mar 2024 - Apr 2024 (1 month)
Assisted in portfolio tracking, generated capital gains statements, maintained CRM database, and supported the advisory team with SIP registration documentation.
Education
Degrees, certifications, and relevant coursework
Christ Academy Institute for Advanced Studies
Bachelor of Commerce, Commerce
2021 - 2023
Grade: 8/10
Completed a Bachelor of Commerce program with a cumulative grade of 8/10 focusing on commerce fundamentals and related business subjects.
Availability
Location
IndiaAuthorized to work in
Job categories
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