Snehal Pawar
Mutual Fund Operations & Client Servicing Associate
Hire this person
Send a job offer directly to this candidate
About
Finance graduate and CFA Level I Candidate (Exam Appeared – May 2026) with 1 year of experience in mutual fund operations and investor servicing. Hands-on experience in KYC processing, SIP registration, FATCA compliance, mandate processing, client onboarding, and operational support. Familiar with mutual fund products, financial markets, and investment concepts.
Skilled in Microsoft Excel, client servicing, and financial data handling. Seeking opportunities in mutual fund operations, investment operations, wealth management, or financial services.
Experience
Mutual Fund Operations & Client Servicing Associate - Mutual Fund Distributor Office
1 Year Experience
- Processed KYC documentation and client onboarding procedures
- Handled SIP registrations, mandate processing, and FATCA compliance documentation
- Assisted in investor servicing and operational support activities
- Maintained client records and ensured accurate transaction processing
- Coordinated with clients regarding documentation and investment-related queries
- Supported back-office mutual fund operations and administrative processes
- Assisted clients with account updates and service requests
- Worked with Excel for record maintenance
Education
Bachelor of Commerce - B.Com - KLS GOKTE COLLEGE OF COMMERCE
PUC - KLS GOKTE COLLEGE OF COMMERCE (2020)
SSLC - M.V.M's ENGLISH MEDIUM HIGH SCHOOL (2018)
