Siddharth Shah
@siddharthshah1
I manage compliant financial operations for 2,500+ deposit and 1,000+ mutual fund clients.
IndiaWhat I'm looking for
I'm managing financial operations for 2,500+ Post Office Fixed Deposit clients and 1,000+ mutual fund clients, mobilising ₹125+ Crores in deposits and maintaining ₹45 Crores in mutual fund AUM. I use Investwell and Wylth CRM platforms for data validation, portfolio analytics, client records, and compliance documentation.
Previously, at Aeon Procare Private Limited, I supported preventive mechanical maintenance in a regulated pharmaceutical plant, coordinated equipment documentation with quality assurance teams, and optimised machinery to reduce production disruptions. I'm currently building Salesforce fundamentals for data-driven, compliance-oriented enterprise operations.
Experience
Work history, roles, and key accomplishments
Mutual Funds Distributor & Portfolio Manager
Self Employed
Apr 2022 - Present (4 years 5 months)
Managed 2,500+ Post Office Fixed Deposit clients and 1,000+ mutual fund clients, maintaining accurate records and documentation in line with regulatory requirements while mobilising ₹125+ Crores in deposits. Maintained ₹45 Crores in mutual fund AUM and supported monthly SIP inflows of ₹37 Lacs, using Investwell and Wylth CRM platforms for data validation, portfolio analytics, and client record-kee
Education
Degrees, certifications, and relevant coursework
HJD Institute
Bachelor of Engineering, Mechanical Engineering
Graduated with a Bachelor of Engineering in Mechanical Engineering in 2019.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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