Shwetha Dk

Deputy Manager with 3 years of hands-on experience in streamlining operational processes, leading cross-functional teams, and supporting end-to-end business functions. Proven ability to optimize workflows, reduce operational inefficiencies, and ensure day-to-day activities align with business goals. Strong leadership, analytical, and communication skills with a focus on continuous improvement, cost control, and team productivity.

Proficient in using CRM tools such as Freshdesk to track interactions and maintain service records.

Deputy Manager - Kotak Securities - Bangalore

(2022-12 - 2025-07)

• Managing CAMS & K-Fintech data for Independent Financial Advisors (IFAs).
• Sourcing and validating raw financial data to ensure integrity and accuracy.
• Oversaw daily operations activities, ensuring smooth functioning across all departments while maintaining high-quality standards.
• Monitored NAV (Net Asset Value) reporting, ensuring accurate and timely reconciliation with fund houses.
• Participated in system upgrades and testing of new features or compliance tools related to fund operations.
• Reconciling and aligning data sets for consistency and reliability.
• Timely processing and updating of data in compliance with turnaround time (TAT) standards. Managed day to day department operations with effective workflow coordination.

Senior Executive – Operations - Sunness Capital India Pvt. Ltd. - Bangalore

(2016 - 2022)

• Account opening in DP & Trading segments (NSE, BSE, Currency, MCX).
• Managing eKYC and CKYC processes.
• Handling KRA and CKYC documentation.
• Executing Demat/Remat requests and account closures. Uploading DP reports to the back-office system.

M.B.A - IMS, Davangere (2005 - 2007)

PG Diploma in HRM - Human Resource Management - IMS, Davangere (2006 - 2007)

B.B.M - ATNCC, Shimoga (2002 - 2005)