Ravi Kumar
@ravikumar33
Investment Operations & Lending professional driving compliant, accurate transaction processing.
IndiaWhat I'm looking for
I’m an Investment Operations and Lending professional with over three years of experience in loan documentation, KYC verification, and mutual fund reconciliation. I manage end-to-end investment operations—covering NAV calculations, ETF valuations, and fixed-income securities—while ensuring compliance with regulatory guidelines through detailed reconciliations and strong customer service.
In lending and mortgage operations, I’ve facilitated 100+ asset-based finance transactions monthly by evaluating collateral worth, mitigating risk, and ensuring 100% compliance. At CAMS, I processed 500+ mutual fund transactions daily with 99.9% error-free operations, performed daily reconciliation of fund NAVs and bank statements, and supported SEBI guideline compliance with zero non-compliance during internal reviews. I also strengthened accuracy by reducing operational errors 20% and led 2+ process automation initiatives that improved processing speed by 30%.
Experience
Work history, roles, and key accomplishments
Managed over 100+ asset-based finance transactions monthly by evaluating collateral, mitigating risk, and ensuring compliance with lending regulations. Executed credit rescheduling, supported KYC/AML onboarding, and processed fixed-income instruments with accurate trade execution and document tracking within TAT.
Senior Executive – Mutual Funds
CAMS – Computer Age Management Services
Sep 2023 - Nov 2024 (1 year 2 months)
Processed 500+ mutual fund transactions daily (purchases, redemptions, SIPs, and switches) with 99.9% operational accuracy. Performed daily NAV and bank statement reconciliation, resolved client/distributor queries, and supported SEBI and internal audit/risk control compliance.
Supported mortgage underwriting by gathering documents, performing property valuation, and assessing credit-related factors for underwriter review decisions (approve/deny/hold pending queries). Tracked cases through queries and ensured timely delivery within TAT while maintaining 100% quality for correct customer disbursements.
Fulfillment Officer – Loan Back-End Ops
Ison BPO
Jul 2021 - Jul 2022 (1 year)
Supported loan application lifecycle for personal and business loans by verifying, documenting, and performing backend data entry. Validated and uploaded loan documents according to internal and lender policies and maintained accurate digital records to support faster retrieval and processing.
Education
Degrees, certifications, and relevant coursework
Qaide Millath College for Men
Bachelor of Commerce, Commerce
Grade: 75%
Earned a Bachelor of Commerce (75%) from Qaide Millath College for Men, affiliated with Madras University, Chennai, in 2021.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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