Sapna Singh

To work for an organization that provides me challenging targets and tremendous career growth opportunities, so that I can consistently learn, contribute, and upgrade my professional domain.

Operations Manager at Aadi Wealth Management Pvt. Ltd. (2026-03 – Present)

• Manage Mutual fund transactions offline and online
• Empanelment with AMCs and company
• Handling INVESTWELL application for portfolio management
• Handling IC Digital BAJAJ insurance site for statement and other services
• Handling Carnelian site for PMS statement and other services
• Handling ABSL demat account (account opening, generate holdings, capital gain report and other services)
• Handling investor records, KYC verification and documentation
• Improving operational efficiency and reducing errors

Senior Executive (Portfolio Management) at Growide Finserve Pvt. Ltd. (2024-06 – 2026-02)

• Manage Mutual Fund transactions including PURCHASE, ADDITIONAL PURCHSE, SIPs, SWPs, STPs, redemptions, and switches
• Handled account opening and maintenance for individuals, corporate, and minor clients
• Prepare client performance reports and investment statements
• Coordination with AMCs regarding login and statements
• Oversight of day to day office operations, managing company website and application
• Organize and maintain the office premises and ensure everything runs smoothly
• Filling Application forms
• Dealing with Growide's multiple registration processes (AMFI (ARN, EUIN) SIF, PMS)
• Handling FINTSO application for portfolio management

International Sales Executive at Protech Biosystems Pvt Ltd (2019-11 – 2023-03)

• Creating & handling clients from CIS countries (dealing with agreement & documentation, providing product samples, registration & submission, order execution, payment etc.)
• Competencies in SAP
• SAP BUSINESS ONE on user hand (Purchase Quotation, Sales Quotation, Purchase Order, GRPO, Delivery, AP Invoice etc.)
• Domestic and International Visa and ticket arrangement

Executive Assistant at Protech Biosystems Pvt Ltd (2019-11 – 2023-03)

• Inter departmental coordination
• Handling CIS countries client on behalf of Managing Director
• Handling Managing Director's mailing with client
• Follow up on product manufacturing
• Client orders' execution, Purchase Order and logistics management
• Domestic and international travel arrangements, including booking flights, hotels and transportation
• Diary and Managing Director's meeting management
• Domestic and International Visa and ticket arrangement

Executive Administration at Protech Biosystems Pvt Ltd (2019-11 – 2023-03)

• Domestic and International Visa and ticket arrangement
• Front desk management
• Greeting vendors and clients
• Data entry and record management
• Supply inventory management, calendar management, booking the meeting rooms as per schedule, arranging required equipment, Maintaining office

Office Assistant & Front Desk Executive at Stallion Visa Services Pvt. Ltd. (2018-10 – 2019-10)

• Official communications management
• Records handling and file management
• Maintaining inventory of office supplies
• Maintaining office entry register
• Maintaining equipment by completing preventive maintenance and calling for repairs
• Domestic and International Visa and ticket arrangement

Data Operator at Rajdhani Air Express (2017-04 – 2018-08)

• Maintaining filing system
• Customers Database management
• High-volume data entry using spreadsheet
• Data review for errors, missing documents/ information resolution

M.C.A. – Maharshi Dayanand University, Rohtak (2013 – 2016)

B.C.A. – Maharshi Dayanand University, Rohtak (2010 – 2013)

Senior Secondary School – Haryana Open School, Bhiwani (2010)

High School – Haryana Board of School Education, Bhiwani (2007)