Sunaina Mishra

Client-focused professional with strong experience in mutual fund operations, sales support, and customer service. Seeking to contribute to a growth-oriented organization by leveraging expertise in client handling, compliance, and operational excellence.

Client Services – Operations - HDFC Asset Management Company

(2024-02 - 2025-10)

• Handling client queries through calls and emails with high service standards
• Managing KYC documentation, regulatory compliance, and data accuracy
• Working on CRM systems and preparing operational and MIS reports

Executive – Retail Sales - Axis Asset Management Company

(2021-02 - 2024-01)

• EUIN Certification Coordinator for Lucknow region
• Supported Axis Bank teams with NISM registration and EUIN activation
• Coordinated with Cluster, Branch Heads, COs, and TPPHs
• Managed NIGO cases, EDM creation, and campaign certificates

Tele Relationship Manager – Retail Sales - ICICI Prudential AMC Ltd.

(2016-03 - 2018-09)

• Managed distributor interactions and monthly agenda planning
• Resolved distributor queries via calls and emails within SLA
• Supported IFA partners in generating mutual fund business

B.Com - Kanpur University (2011-07)

Intermediate - UP Board (2008-07)

High School - UP Board (2006-07)