Riya Pasari

Results-oriented Manager with 5+ years of progressive experience in FinTech and wealth management. Proven expertise in scaling operational teams, driving platform adoption, and improving advisor retention on the IFANOW platform. Holds an MBA in Finance (in progress) and a US Certified Financial Planner (CFP) designation, with hands-on proficiency in mutual funds, AUM reconciliation, and financial instruments.

Skilled at building high-performance teams through structured training, data-driven performance reviews, and cross-functional collaboration.

Manager - Futurewise Technologies (IFANOW Platform) - Mumbai

(2025-02 - 2026-06)

• Led end-to-end operations for a 25-member team, establishing performance benchmarks and ensuring consistent SLA adherence across all operational verticals.
• Orchestrated cross-functional collaboration with product, sales, and compliance teams to deliver platform milestones on schedule and align operations with business objectives.
• Served as primary escalation authority for high-value advisor concerns, applying consultative problem-solving to achieve swift resolutions and reinforce long-term advisor trust.
• Designed and delivered comprehensive training programs across all IFANOW modules, reducing onboarding ramp-up time and improving team competency.
• Developed and institutionalized communication scripts and SOPs that standardized advisor interactions, improving service quality and brand consistency at scale.
• Led quarterly performance review cycles: defined KPIs, delivered structured feedback, and created individualized growth roadmaps for direct reports.

Relationship Manager - Futurewise Technologies (IFANOW Platform) - Mumbai

(2022-05 - 2025-01)

• Drove platform adoption through end-to-end product demonstrations, resolving advisor queries to maximize onboarding success and reduce churn.
• Designed training initiatives that improved advisor platform proficiency and sustained long-term engagement metrics.
• Cultivated high-trust advisor relationships through proactive outreach, contributing to improved retention and satisfaction scores.

Operations Executive - Futurewise Technologies (IFANOW Platform) - Mumbai

(2022-02 - 2022-05)

• Managed advisor onboarding workflows and executed AUM reconciliation with high accuracy, maintaining compliance with internal controls and regulatory standards.

Operations Executive - Param Investments - Mumbai

(2020-11 - 2021-04)

• Administered operations across mutual funds, P2P lending, bonds, and fixed deposits; generated MIS reports and provided advisory inputs to Relationship Managers on interest rates and NFOs.

Finance & Operations Intern - R.R. Kanodia & Co. / B.N. Kedia & Co. - Mumbai

(2020)

• Supported financial and operational functions, building foundational expertise in accounting workflows, client documentation, and investment operations.

Master of Business Administration (MBA) - Finance - Symbiosis International (Deemed University) (2024 - 2026)

Bachelor of Management Studies (BMS) - Management Studies - Ghanshyamdas Saraf College (2016 - 2019)

Higher Secondary Certificate (HSC) - Commerce - Durga Devi Saraf College (2014 - 2016)

Secondary School Certificate (SSC) - Dr. S.

Radhakrishnan International

School (2013 - 2014)