Shankar Chandel

To learn the organizational system in the guidance of seniors and ready to accept challenge with hard work and also hard serve the organization by virtue of managing the things in better way, hard working with commitment acquired skills and education that will be utilized toward continuous growth & advancement of the company.

Asst. Operations Manager - Countrywide Investment Planner

(2013-08 - 2016-11)

CIP is a corporate business partner of Birla Sun Life Insurance Company Limited

• MIS Preparation of new applications with coordinating sales team for new application forms completion and cross examine all the related documentation before applications login in parent company.
• Fulfill requirement raised by the parent company before issuance of the case by coordinate with sales team or direct to the clients.
• Supervision on all login and pending without requirement business with parent company coordination follow ups by E-mail and telephonic discussion for issuance of the pending cases.
• Supervision on regular follow ups with clients for policy servicing and renewal continuity & avoid policy lapsation.
• Collect all new mutual fund applications from sales team on daily basis & complete them for login and coordinate with the client for mutual fund related service follow up with clients for pending or incomplete cases.

Associate Sales Manager - India bulls Ventures Ltd.

(2016-08 - 2017-09)

• Complete account opening targets set by the seniors
• Collection of margin amount from the clients provides better services to the clients
• Identifying the non-trading dormant accounts and convince clients to activate the account for trading to achieve brokerage generation target on monthly basis.

Operations Executive for Mutual Fund Investments - SKG Assets & Holdings Pvt. Ltd.

(2017-11 - 2020-09)

Functional Role of the Post in Mutual fund Investment

• Maintain monthly MIS of new business & complete all new business applications for further process and keep records of documents in soft & hard copy.
• Process of mutual fund application & KYC forms for transaction and KYC registration of investors.
• Coordinate & follow-ups with clients for pending documents and application related queries.
• Managing mutual fund transaction of investors in software & excel record and solve investors queries by coordinate with AMC/RM's.
• Initiating all transactions execution by using NSE MF Platform and in physical form and reconciliation of all executed transactions.
• Sharing monthly valuation reports of investment with all investors on monthly basis.
• Meeting with existing clients at their location for existing investment related quarries & for new investment and sales.
• MIS preparation on daily basis and data management, transaction reconciliation etc.
• Coordinate with Revision Software team for accurate data, valuation report all transaction should match as AMC's data.
• Checking monthly transaction of all live Sip's for regular sip transactions from their bank account.

Operation Executive for HNI Investors - Banyan Capital Advisors

(2021-02 - 2023-12)

• Handling new client onboarding for PMS and AIF investments.
• Client meeting for new account opening and complete the paper work to process Demat and Bank account opening.
• Client Relationship to build and maintain good relationship with the investors to understand their financial goal and investment objective and pass on the requirement to the concern department.
• Client issues resolution. Address the client issues, enquires, requirement to serve them timely and effectively manners.
• Follow up with the Orbis (custodian) on regular basis for new account opening status and client related queries or request.
• Portfolio monitoring and Interact with clients to modify the portfolio if or as needed.
• Sharing portfolio valuation reports with clients quarterly semi-annually and annually basis.
• To check calculation of management and performance fees and share them with the investors.

Operations Manager - Lucrum Capital Services

(2024-02 - 2025-08)

• Managed end to end mutual fund operations including subscription, purchase, switch, STP, SWP and redemption transactions.
• Ensures compliance with (SEBI) regulations and internal audit requirements.
• Co-ordinated with custodian, registrars and transfer agents (RTAs) for timely settlement and reporting.
• Streamlined KYC and new client onboarding process.
• Handled investor queries and escalations improving client satisfaction scores.
• Prepared MIS reports for senior management decision making.

10th - G.B.S.S School Ambedkar Nagar New Delhi (2007)

12th - G.B.S.S School Ambedkar Nagar New Delhi (2009)

B.A. - Sri Arbindo College New Delhi (2012)