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Manager
Wealth Building Solutions • Full-time
Feb 2023 - Present • 3 yrs 5 mos
I have managed operations for ₹5000+ Cr AUM across PMS, AIF, Mutual Funds & Fixed Deposits and handled reconciliations, MIS reporting, and backend processes. Streamlined operational workflows to improve efficiency and accuracy. Transitioned to insurance segment to drive operational turnaround, cleared backlog of receivables and streamlined collections process. Strengthened reconciliation systems and financial tracking.