Mohammad Anwar

Operations-focused finance professional with 3+ years of experience across mutual fund operations, investment transaction processing and insurance operations. Strong hands-on exposure to transaction processing, AMC coordination, client onboarding, documentation, operational compliance, audit support, MIS/reporting and query resolution. Experienced in coordinating with internal teams and external stakeholders to ensure accurate and timely closure of operational activities.

MBA (Finance) with a B.Com (Hons.) background.

Operations Executive – Mutual Fund Operations at NJ India Invest Private Limited (2021 – 2024)

• Handled day-to-day mutual fund transaction processing and operational activities across a broad range of investment transactions.
• Worked with transactions involving 45+ mutual fund companies/AMCs and coordinated with AMCs and internal teams for timely processing, updates and closure.
• Supported client onboarding, transaction servicing, documentation and query resolution while maintaining accuracy and process discipline.
• Maintained operational records and prepared periodic MIS/reporting; supported compliance and audit-related documentation.
• Coordinated courier settlements, branch reimbursements and vendor-related operational activities with Head Office.
• Followed up on pending cases and discrepancies to support smooth workflow, timely resolution and accurate record maintenance.

Operations / Insurance Servicing at NJ Insurance Broker Private Limited (2024 – 2024)

• Generated and requested quotations from multiple insurance companies based on client requirements.
• Coordinated quotation-to-premium-payment and policy-issuance activities, ensuring required documentation was complete.
• Handled A-to-Z claim-settlement documentation support, including collection, checking and coordination of required papers.
• Maintained policy/service records and supported client and internal queries throughout the servicing process.

Relationship Manager – Financial Services at Wealth India Financial Services Pvt. Ltd. (2024 – 2025)

• Managed client communication and coordinated financial-service requirements with internal operations teams.
• Supported documentation, service requests and issue resolution while maintaining professional client relationships.
• Coordinated follow-ups between clients and internal teams to ensure timely completion of service requirements.

MBA in Finance – Indira Gandhi National Open University (IGNOU) (2025)

B.Com (Hons.) – Heramba Chandra College, Kolkata (2021)