Riya Chande

Results-driven Finance and Operations professional with 5+ years of experience in mutual fund operations, banking processes, investment servicing, insurance support, CRM management, regulatory compliance and high-value customer relationship management. Proven ability to manage operational workflows with accuracy and deliver seamless client service in fast-paced corporate environments.

operation associate - apricot partners LLP - mumbai

(2026-01)

• Coordinated daily operational activities to ensure smooth workflow and efficient service delivery.
• Managed and maintained operational documentation, including procedures, reports, and data records.
• Managed end-to-end operational processes, optimizing workflow for consistent service delivery.
• Identified and resolved operational issues, minimizing disruptions and ensuring business continuity.

Operations Associate - Imperative Business Ventures

(2026-01 - 2026-12)

• Coordinated KYC verification processes, ensuring compliance with regulatory standards and minimizing potential risks.
• Administered insurance operations, including policy processing, claims management, and renewals, resulting in timely and accurate service delivery.
• Maintained and updated CRM database, ensuring data accuracy and supporting effective client relationship management.
• Executed operational procedures with a focus on efficiency and accuracy, contributing to streamlined workflows.

Admin Coordinator - Om Enterprises

(2025-01 - 2025-12)

• Managed full-cycle billing processes, ensuring accurate and timely invoice generation and distribution.
• Coordinated communication with clients to address inquiries, resolve issues, and maintain positive relationships.
• Supported administrative tasks including data entry, record keeping and report preparation.
• Assisted in preparing and organizing administrative documentation and correspondence.

Client Service Executive - Invest Easy

(2022-01 - 2025-12)

• Processed and executed SIP, redemption, and switch requests with accuracy and efficiency.
• Managed comprehensive client onboarding procedures, ensuring seamless account setup and regulatory compliance.
• Processed and executed client investment transactions (SIP, redemption, switch) maintaining a high degree of accuracy and speed.
• Resolved client inquiries regarding account status, investment performance, and transaction details, enhancing client satisfaction.

Operations Executive - Samyak Finserv

(2020-01 - 2022-12)

• Orchestrated end-to-end processing of financial transactions across multiple platforms including CAMS, KFintech, MFU, and NSDL.
• Collaborated with internal stakeholders to resolve transaction-related issues and ensure seamless operations.
• Maintained comprehensive records of all financial transactions, adhering to regulatory requirements and audit standards.
• Managed daily operational activities to ensure efficient and accurate processing of financial transactions.

MBA - Finance & HR - Brahma Valley Institute of Management

BBA - Finance - K.K.W College of Engineering & Management