Renu 2026

Driven and detail-oriented finance professional with hands-on experience in banking operations, client documentation, and financial analysis. Known for turning complex data into clear insights and creating smoother, faster, and more accurate processes. Strong record of ensuring compliance, optimizing workflows, and building lasting client trust. Committed to accuracy, transparency, and delivering measurable results that make an impact.

Service Operations Manager at Reliance Securities (2025-05 – Present)

• Revamped onboarding and documentation systems, boosting efficiency by 15% and cutting response time to client queries.
• Ensured 100% compliance with KYC and audit standards while leading account activation operations.
• Identified and resolved process gaps through data analysis, reducing customer complaints by 20%.
• Partnered with internal teams to digitize service workflows, improving accuracy and client satisfaction.

Executive Manager at Bajaj Allianz Life Insurance (2024-07 – 2025-04)

• Managed client portfolio documentation in line with RBI and IRDAI regulations.
• Improved documentation accuracy to 98%, resolving KYC discrepancies proactively.
• Worked with financial advisors to tailor investment solutions, increasing portfolio performance by 15%.
• Simplified customer servicing processes, cutting turnaround time by 20% and earning "Star Employee" recognition for exceptional performance.

Financial Analyst Intern at Nippon India Mutual Fund (NIMF) (2024-01 – 2024-03)

• Conducted financial and market analysis, preparing client investment reports with actionable insights.
• Supported onboarding through precise KYC verification and SEBI-compliant documentation.
• Strengthened client engagement through clear reporting and responsive communication.

Master of Business Administration (MBA) in Finance & Management – KLS Institute of Management Education and Research (2024)

Bachelor of Business Administration (BBA) in Management – Gogte College of Commerce (2022)