Shirin Sultana

MBA (Finance) professional with experience in Mutual Fund Operations, Distributor Operations, RTA Operations, KYC, Banking Reconciliation, MIS Reporting, and Financial Services. Experienced in handling end-to-end mutual fund transactions including purchase, redemption, SIP, scheme activation, NAV verification, distributor support, compliance, and investor servicing. Strong knowledge of AMFI, SEBI regulations, KFin Technologies processes, and back-office operations.

Operations Analyst – Wealth Operations - Epifi Wealth Technologies Pvt Limited - Bangalore

(2025-10 - 2026-05)

Process – Wealth Operations.

• Manage end-to-end mutual fund transaction processing.
• Handle scheme activation and scheme master updates.
• Process purchase, redemption and SIP transactions.
• Verify NAV and transaction accuracy.
• Coordinate with AMCs, RTAs and payment partners.
• Handle investor and distributor operational queries.
• Ensure SEBI and regulatory compliance.
• Prepare SOPs and operational documentation.
• Perform GST and banking reconciliations.
• Coordinate treasury operations and remittances.
• Manage vendor onboarding and new investment products.

Executive – Register and transfer agent operations - KFin Technologies Limited - Hyderabad

(2024-04 - 2025-08)

Process – Mutual Fund Operations.

• Process mutual fund investor requests.
• Validate KYC and customer documentation.
• Process redemption requests.
• Allot mutual fund units.
• Handle distributor and investor queries.
• Coordinate with internal operations teams.
• Prepare Daily, Weekly and Monthly MIS reports.
• Support AMC operational activities.
• Ensure SLA and quality compliance.

Production Support & Quality Analyst – Risk Management & Financial Services Company - Gallagher Service Centre LLP - Bangalore

(2018-03 - 2024-02)

Process: - Risk Management & RFP Process

• Performed KYC verification.
• Conducted quality audits.
• Root Cause Analysis (RCA).
• Documentation verification.
• Process improvement initiatives.

Production Support & Quality Analyst – IT & Banking solutions Company - Infosys Ltd - Bangalore

(2016-03 - 2018-03)

Process: - Sun Trust Banking Process

• Ticket monitoring and resolution.
• Banking reconciliation support.
• SLA monitoring.
• MIS reporting.
• Process analysis.

MBA - Finance - JNTU Ananthapur

Bachelor of Business Management - Business Management - Sri Krishnadevaraya University