Vicky Choudhary

Finance professional specializing in compliance, risk controls, and client service delivery, achieving a 20% increase in retention through accurate due diligence. Seeking to apply core risk and compliance expertise toward debt instruments and hedge funds.

Senior executive – JioBlackRock AMC - Computer Age Management Services

(2021-06 - 2025-02)

• Managed end to end investor activity, servicing retail and HNI investors, executed KYC and AML documentation checks for onboarding investors ensuring strict adherence to statutory regulations and fund documentation.
• Processed high volume daily investor transactions and NAV computations for 150+ Retail and HNI investors with 100% accuracy, adhering to SLAs.
• Managed routine investors and distributor inquiries via email/ system tickets regarding capital allocation, statements, and taxation concepts, driving strong client trust and a 20% retention rate.
• Maintained complete organized investor registers and share records, identifying operational exceptions early and escalating issues to management to mitigate regulatory and financial risk.
• Generated daily MIS reports tracking transaction flows, query turnarounds, and pending compliance documents follow ups.
• Foundational knowledge of Investments platforms such BlackRock Aladdin, Systematic Active Equity (SAE) and Hedge fund workflows.

Bachelor of Management studies - Marketing - University of Mumbai | Pillai's College of arts commerce and science [PCACS] (2021-06 - 2025-02)