Amisha Jadhav

About Amisha Jadhav

As a results-driven Senior Executive with 4+ years of experience at Groww, I specialize in customer onboarding, account setup, and financial operations within the fintech and investment space. My core focus has been on delivering smooth onboarding experiences, ensuring regulatory compliance, and optimizing internal workflows to improve efficiency and client satisfaction.I hold certifications in NISM-Series-VII (SORM) and (Equity Derivatives) and possess hands-on experience with Mutual Funds, Equities, Futures, and Options. My technical toolkit includes Advanced Excel (Pivot Tables, VLOOKUP), JIRA, and CRM platforms, along with strong queue management and omnichannel communication skills.Known for my ability to balance operational excellence with customer-centric service, I consistently contribute to performance-driven results while working cross-functionally with compliance, tech, and support teams.Always eager to learn and grow, I’m passionate about simplifying complex financial processes to enhance user experience and drive business value.

Experience

1. Senior Account Onboarding Executive

   Groww

   Nov 2021 — Present · Mumbai, IN

   Results-oriented Senior Executive with 3.6+ years of progressive experience at Groww in customer onboarding, account activation, and financial operationsProven expertise in enhancing customer satisfaction, mitigating operational risks, and optimizing service workflowsCertified in NISM-Series-VII (SORM) and (Equity Derivatives)Strong knowledge of Mutual Funds, Equities, Futures, and OptionsProficient in Advanced Excel functions including Pivot Tables and VLOOKUPSkilled in queue management and performance optimizationExperienced in using omnichannel communication platforms to ensure seamless customer interactionAdept at using JIRA and CRM tools for efficient issue resolution and performance tracking

Education

• Vivek College of Commerce

  Bachelor of Commerce - BCom, Financial Market