Open to opportunities

Rutika zavar

@rutikazavar

Message

Detail-oriented finance professional supporting mutual funds and client onboarding through compliant operations.

India

Message

What I'm looking for

I’m looking for a finance role where I can support mutual fund advisory and client onboarding, strengthen compliant banking operations (KYC and documentation), and use structured systems to deliver trust-driven service and measurable client outcomes.

I’m a detail-oriented finance professional focused on mutual fund analysis, client servicing, and compliant onboarding workflows. I combine strong client relationships with structured processes to support long-term wealth building.

In my recent role at IDBI Bank Ltd as a Junior Assistant Manager, I supported customers with investment products and financial queries while handling key operations like KYC compliance, documentation processes, and account opening. I also assisted with mutual fund analysis and fund selection to help customers make informed choices.

Previously, as an Invest4Edu Business & Mutual Funds Intern, I executed lead-generation strategies, identified target audiences through multi-channel outreach, and analyzed mutual fund performance and risk metrics. With NISM V-A and digital tools onboarding exposure, I’m driven to strengthen advisory workflows, data verification, and trust-driven client experiences.

Experience

Work history, roles, and key accomplishments

Business & Mutual Funds Intern

Invest4Edu

May 2024 - Jul 2024 (2 months)

Executed lead-generation strategies to attract potential customers using multi-channel outreach. Collected and analyzed mutual fund data (performance and risk metrics) and supported clients in using the mutual fund analysis platform.

Lead Generation Mutual Fund Analysis Performance Metrics Risk Assessment client support Market Research Data Collection Platform Navigation

Education

Degrees, certifications, and relevant coursework

Lala Lajpatrai Institute of Management

Bachelor of Commerce (B.Com), Commerce

Pursued B.Com at Lala Lajpatrai Institute of Management in Mumbai. Built a foundation in commerce-related coursework.

Marathwada Mitra Mandal's College of Commerce

HSC

Completed HSC coursework at Marathwada Mitra Mandal's College of Commerce in Pune. Focused on higher secondary education leading to HSC certification.

Amrutvahini International School

SSC

Activities and societies: District-level cricketer; state-level jump rope and skating athlete; planned and coordinated team outings and group activities.

Completed SSC at Amrutvahini International School in Sangamner. Developed strong discipline through academics and sports-related activities.