Shubh Tiwari
@shubhtiwari
Operations Manager at Smartvest Point who reconciles client and transaction data and prepares investment reports.
IndiaWhat I'm looking for
At Smartvest Point, I oversee daily client account workflows and ensure accurate, timely processing across CRM and trading platforms.
I maintain and reconcile client and transaction data in MS Excel, building trackers and reports for internal reviews and client updates. I also consolidate platform data into structured portfolio and investment reports.
My mutual fund operations work draws on my NISM Series 5-A certification and knowledge of financial markets. I use AI-assisted tools for data summaries, documentation, and routine reporting, and I'm seeking a data analyst or operations role in fintech.
Experience
Work history, roles, and key accomplishments
Operations Manager
Smartvest Point
May 2025 - Present (1 year 4 months)
Oversee daily operational workflows for client accounts, ensuring accuracy and timely processing across CRM and trading platform systems. Maintain and reconcile client and transaction data in MS Excel, building trackers and reports for internal reviews and client updates.
Education
Degrees, certifications, and relevant coursework
Harcourt Butler Technical University
Bachelor of Technology, Technology
2021 - 2025
Pursued a Bachelor of Technology (B.Tech) degree from Harcourt Butler Technical University, Kanpur, from 2021 to 2025.
GD Goenka Public School
High School Diploma, General Education
Grade: Class 12th: 88%, Class 10th: 91%
Completed Class 12th with 88% and Class 10th with 91%.
NISM
NISM Series 5-A: Mutual Fund Distributors Certification, Mutual Fund Distribution
Certified in NISM Series 5-A: Mutual Fund Distributors Certification.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
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