Ganesh Metta

Operations professional with 8+ years of experience in mutual fund back-office processing, financial transaction management, and MIS reporting, now targeting a Private Equity Fund Operations / Investor Services role KYC Operations Brings hands-on expertise in investor transaction processing, distributor commission management, audit handling, and Excel-based reporting, with a strong foundation in legal and compliance adherence and cross-functional coordination. Proven ability to establish rapport with local office managers, manage high-volume data workflows, and deliver within tight TATs across financial services environments.

Lead Specialist – Operations - Computer Age Management Services Ltd (CAMS)

(2025-07)

• Processed financial and non-financial transactions — including redemption, purchases, switches, and dividend settlements — ensuring investor amounts were settled accurately and within agreed TAT, reducing query escalations by 100%
• Conducted root cause analysis on structure conflicts flagged before redemption and dividend uploads, resolving system errors prior to computation and import to the server
• Handled internal, external, concurrent, and AMC audits by preparing audit reports and reviewing PIT (Prohibition of Insider Trading) transactions to ensure legal and compliance adherence
• Validated daily NAV prices and monitored team workflow allocations and productivity to maintain operational accuracy across daily transactions
• Managed end-to-end query and ticket resolution within client-agreed SLAs, coordinating with internal departments to close open items on time
• Handled the Investor KYC details and process the same.

Operations Analyst - Satyam Venture Engineering Services Pvt Ltd

(2024-08 - 2025-02)

• Audited invoice processing for compliance, identifying overbilling instances and reducing over-payments by through structured reconciliation of billable and non-billable hours across onshore and offshore teams
• Prepared project tracking reports and coordinated with finance teamsfor payables, ensuring invoice approvals were completed within stipulated timelines
• Resolved missing purchase order (PO) discrepancies by conducting root cause analysis and following up with onsite associates to close gaps in financial records

MIS & Operations Executive - RamTech Software Solutions Pvt Ltd

(2022-06 - 2024-05)

• Built and maintained daily, weekly, fortnightly, and monthly efficiency reports in Excel for operators and team leaders, usingV-lookup, H-lookup, IF conditions, and pivot tables to support management decision-making
• Managed attendance, productivity, and manpower reports across multiple project teams, enabling accurate shift allocation and resource planning for [N] employees
• Maintained project status trackers from receipt to delivery date and prepared system ownership logs every fortnight, supporting audit readiness and process documentation

Senior Analyst – Brokerage & Distributor Operations - KFin Technologies

(2017-08 - 2022-01)

• Processed monthly brokerage commissions to distributors as per AMC rate structures and incentive agreements, maintaining distributor data and submitting MIS reports within defined timelines
• Resolved distributor queries via email, voice, and physical requests on a daily basis, liaising with IT and regional teams to close processing issues and maintain fund participant relationships
• Coordinated with internal departments and regional teams to ensure accurate commission calculations, reducing processing discrepancies across [N] distributor accounts

Senior MIS Executive - IndusTowers Pvt Ltd

(2016 - 2017)

• Prepared daily MIS and analysis reports within TAT for multiple corporate clients, supporting telecom tower rental claims processing and client escalation resolution
• Maintained monthly scorecards for ICICI ATM sites and coordinated with vendors via email and phone to close field maintenance issues within SLA timelines

MBA - Master of Business Administration - St. Vincent PG College, Hyderabad (2010)

B.Com - Bachelor of Commerce - Gandhi Memorial Degree College, Hyderabad (2008)