Amar Tiwari
Mutual Fund Professional with 8+ years of experience in financial transactions and portfolio management
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About
To be part of a reputed organization and continues endeavor towards giving my best output personally and professionally to the organization. Further advance my career by continuing to learn and sharpen my skills.
Experience
Trainee as Retail Branch Banker - HDFC Bank Limited - Jasola, New Delhi
(2016-06 - 2016-08)
Internship program focused on retail banking operations
Mutual Fund Executive - Frontline Securities Limited
(2017-06 - 2022-12)
- All Mutual Fund Financial & Non-Financial Transactions
- Mutual Fund Capital Gain Reports & Long-term Profit booking
- Manage Mutual fund Portfolio & prepare reports of clients
- Scheme Performance Report & AUM Report
- Mutual Fund Account Statements & KYC of new clients
- Prepare Investments plan for new clients & Support
- Download, Upload & Check Brokerage invoices from CAMS, KARVY
Mutual Fund Advisor - ACEMONEY Intermediaries pvt. ltd.
(2023-01 - 2024-03)
- Renewal ARN, EUIN, & KYD of ACEMONEY
- Empanelment with 15 AMC
- All Mutual Fund Financial & Non-Financial Transactions
- Manage Mutual fund Portfolio & prepare reports of clients
- Prepare Investments plan for new clients & Support
- Download, Upload & Check Brokerage invoices from CAMS, KARVY
Mutual Fund Executive - New Vertical vera pvt. ltd.
(2024-05 - 2025-04)
- Scheme Performance Report & AUM Report
- Mutual Fund Account Statements & KYC of new clients
- Prepare Investments plan for new clients & Support
- All Mutual Fund Financial & Non-Financial Transactions
- Manage Mutual fund Portfolio & prepare reports of clients
- Use BSE Star and red vision software for all transaction
- Download, Upload & Check Brokerage invoices from CAMS, KARVY
Mutual Fund operations manager - Valuearc Services pvt ltd.
(2024-05)
- Scheme Performance Report & AUM Report
- Mutual Fund Account Statements & KYC of new clients
- Prepare Investments plan for new clients & Support
- All Mutual Fund Financial & Non-Financial Transactions
- Manage Mutual fund Portfolio & prepare reports of clients
- Use BSE Star and red vision software for all transaction
- Download, Upload & Check Brokerage invoices from CAMS, KARVY
- Use investwell software operations Analyst - Dakshamm Capital Services pvt ltd.
(2026-02)
Education
PGDM - Post Graduate Diploma in Management - IMT College Ghaziabad (2022-01)
B. Com(H) - Bachelor of Commerce (Honors) - Guru Gobind Singh Indraprastha University, Delhi (2017-05)
XII - Senior Secondary - CBSE Delhi (2013-03)
X - Secondary - CBSE Delhi (2011-03)
