Akshata Jadhav

Results-driven finance professional with experience in mutual fund operations at Axis Bank's IIPS OPS Team. Skilled in fund management, client servicing, and ensuring compliance with regulatory standards. Passionate about operational excellence, process optimization, and enhancing customer experience through data-driven insights and cross-team collaboration.

Senior Executive - Tata Capital Ltd - Mumbai

(2025-08)

[Digitide Solutions LTD]

• Handling Investment Portfolio.
• Manage / Update RM's Business Revenue MIS.
• Manage individual, non-individual client On-boarding process.
• Handling Clients Mutual Fund , AIF and DPMS Transactions.
• Attending RM's queries on mail and calls within TAT

Officer - Axis Bank Ltd - Mumbai

(2022-11 - 2025-08)

• Handling DPMS ( Discretionary Portfolio Management Service ) portfolio of individual / Non - individual / NRI Clients.
• Update daily Valuation of clients.
• Manage Portfolio Reconciliation.
• Handling reconciliations of assigned products.
• Worked on Finacle and the Finacle Core System; performed User Acceptance Testing (UAT) to ensure system functionality and compliance.
• Verifying and register client KYC from CVL KRA and NDML KRA site for Individual,HNI and NON-Individual client.
• Investment account opening (MF Execution and DPMS Product Activation).
• ECRM reconciliation (Investment id creation)
• Tax status reconciliation ( Freeze and Unfreeze).
• KYC reconciliation and Annexure reconciliation.
• Daily sending OTRS Report to Management.
• Attending RM's queries on mail and calls within TAT.

Backend Handler - SNPFP-Financial Planner - Mumbai

(2021-09 - 2022-09)

• Solving customer queries.
• Purchase, Redemption,switching (from one scheme to another schemes), SIP, STP, SWP (Follow Assets allocation strategy).
• Worked on MFU Portal.

M.com - Shailendra Education Society (2025)

B.com - Patkar Varde Collage of Economics and commerce (2021)