Shabbir Shah
@shabbirshah
I streamline fintech operations, client onboarding, and customer success workflows.
IndiaWhat I'm looking for
At Kotak Securities, I manage daily fintech operations, mutual fund processes, NAV reporting, reconciliations, and cross-functional workflow coordination with technology and risk teams. I also support system enhancements, compliance updates, operational testing, escalations, and team onboarding.
Previously, I supported operations at Fund Expert, customer support at Geezy and Allsec Technologies, and business development at Tata Motors Finance. I've handled client onboarding, KYC verification, CAMS and KARVY data mapping, CRM case management, payment and refund issues, and team leadership while improving operational communication and process quality.
Experience
Work history, roles, and key accomplishments
Assistant Operations Manager
Kotak Securities Ltd
Mar 2023 - Present (3 years 5 months)
Managing daily operational activities and coordinating workflows across teams to ensure smooth business operations. Worked closely with technology and risk management teams to improve operational efficiency and reduce workflow issues.
Education
Degrees, certifications, and relevant coursework
St. Joseph's College, Bengaluru
Bachelor of Business Administration, Finance
2012 - 2015
Pursued a Bachelor of Business Administration with a focus on Finance.
Aadarsha PU College
Pre-University, Commerce
2010 - 2012
Completed pre-university education in Commerce.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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