# Shubh Tiwari

Shubh Tiwari is a remote worker on Himalayas, Operations Manager at Smartvest Point, based in India.

Source: https://himalayas.app/@shubhtiwari

```text
Operations Manager at Smartvest Point who reconciles client and transaction data and prepares investment reports.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | India |
| Authorized to work in | India |
| Salary expectations | 1984k+ INR |
| Job categories | Operations Manager, Data Analyst, Data Entry Clerk |
| Skills | Finance Operations, Mutual Funds Advisory, Data Analysis, Data Reconciliation, Investment Reporting, Customer Relationship Management, Process documentation, Data Entry, Data Accuracy, NISM Series V A: Mutual Fund Distributors, CRM Software, Trading Platforms, Excel, V Lookups, Pivot Tables |

## What I'm looking for

```text
I'm seeking a data analyst or operations role in fintech, and I'm open to work-from-home or remote roles in data analysis, data entry, and financial operations.
```

## About

```text
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

### Operations Manager (current)

Smartvest Point. May 2025 - Present

```text
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.
```

Skills: CRM-Software, Trading-Platforms, Excel, Data-Reconciliation, Customer-Relationship-Management, Process-documentation, AI-Workflow-Tools

## Education

### Harcourt Butler Technical University

Bachelor of Technology, Technology. 2021 - 2025

```text
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%

```text
Completed Class 12th with 88% and Class 10th with 91%.
```

### NISM

NISM Series 5-A: Mutual Fund Distributors Certification, Mutual Fund Distribution

```text
Certified in NISM Series 5-A: Mutual Fund Distributors Certification.
```

## Tech stack

- Google Sheets
- Microsoft Excel
- Microsoft Word

To contact Shubh, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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