Gayatri Patankar

Finance professional with 4+ years of experience in fund operations and client lifecycle management at a global financial services firm. Proven ability to work independently & manage investor relations, perform detailed financial analysis, and ensure regulatory compliance within the capital markets and asset management sector. Seeking position with fast-paced company that will provide additional opportunities for career advancement.

Finance Associate - Senior Financial Associate - Finance specialist - SS&C Technologies - Mumbai

(2021-08)

• Delivering high-quality, client-focused services by ensuring accurate and timely processing of daily (250+) transactions.
• Managed investor onboarding and account management processes, including account opening maintenance and KYC verification.
• Managed subscriptions, redemptions, and transfers while maintaining strict SLA compliance.
• Strong focus on quality assurance through thorough review and validation of transaction processing.
• Training and mentoring new joiners, simplifying process workflows, resolving queries, and driving process improvements to enhance efficiency and reduce manual errors.
• Collaborated with cross-functional teams to enhance reporting efficiency.

Bachelor's Degree - Commerce - University of Mumbai (2020-10)