Looking for a job

Samdisha Sethi

@samdishasethi

Finance and mutual fund operations professional at Green Gain Financial Services LLP, coordinating SIPs, redemptions, switches, and investor onboarding.

India

Message

What I'm looking for

I'm eager to leverage my expertise in wealth management and financial analysis to contribute to a company's success.

At Green Gain Financial Services LLP, I oversaw client servicing and wealth operations, coordinating mutual fund SIPs, redemptions, and switches. I also facilitated KYC documentation and investor onboarding.

I generated portfolio reports and worked to enhance operational efficiency, while developing finance-focused digital content to support client engagement. At Venfosys Pvt Ltd, I assisted with financial reporting, reconciliation, and investment tracking.

Experience

Work history, roles, and key accomplishments

Finance and Mutual Fund Operations

Green Gain Financial Services LLP

Jan 2025 - Apr 2026 (1 year 3 months)

Oversaw client servicing and wealth operations. Executed mutual fund transactions, coordinated SIPs, redemptions, and switches, and facilitated KYC documentation.

Mutual Fund Operations SIP Processing Redemption Switch Transactions Investor Services KYC CKYC FATCA BSE StAR MF WealthMagic Portfolio Reporting Reconciliations Financial Analysis Excel Power BI Financial Modeling Wealth Management Customer Relationship Management

Finance and Mutual Fund Operations

Venfosys Pvt Ltd

Jun 2024 - Jan 2025 (7 months)

Maintained accurate financial records and optimized operational workflows. Assisted with financial reporting, reconciliation, and investment tracking.

Financial Reporting Reconciliations Investment Tracking Operational Workflows Excel Financial Analysis