Deepika Sinha
Investor Relations Executive | Client Onboarding & KYC Specialist
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About
Investor relations professional with 2.5+ years of experience at Planify Capital and Groww, specializing in client onboarding, KYC compliance, and stakeholder communication. Known for resolving complex investor and customer queries with speed and accuracy, streamlining operational workflows, and building trust through clear, empathetic communication. Earned promotion to Senior Executive within one year on the strength of consistent, leadership-driven performance.
Experience
Executive – Investor Relations at Planify Capital (2025-11 – Present)
- Lead client onboarding and KYC documentation for investors, ensuring full regulatory compliance with zero processing delays.
- Resolve investor inquiries with prompt, accurate responses — strengthening stakeholder trust and communication.
- Manage end-to-end client relationships, sustaining consistently high satisfaction across the investor base.
- Streamline investment workflows by partnering with cross-functional teams, improving operational efficiency.
- Triage and resolve internal/external support tickets, ensuring prompt turnaround on every request.
- Resolve Alternative Investment Fund (AIF) investor queries, providing clarity on complex fund structures.
Senior Customer Executive at Groww Private Limited (2023-09 – 2025-11)
- Resolved 50+ customer inquiries daily via phone and email, maintaining high accuracy under volume.
- Escalated and managed high-priority issues, protecting customer trust during sensitive situations.
- Translated customer feedback into actionable service improvements adopted by the team.
- Safeguarded sensitive customer data, maintaining strict confidentiality and compliance standards.
- Trained new support representatives on company policy and best practice, reducing ramp-up time.
- Promoted to Senior Executive within one year for leadership and customer-first initiative.
Education
Bachelor of Commerce (Hons.) in Accounting – Biyani Girls College, Jaipur, Rajasthan (2023-05)