Ankit Khandelwal
Sr. Manager - Transfer Agency Services at NAV Fund Administration Group
- Role
- Senior Manager at NAV Fund Services
- Location
- Jaipur, RJ, IN
- LinkedIn followers
- 500 followers
About Ankit Khandelwal
Experienced Executive with a demonstrated history of working in the financial services industry(Hedge Fund). Skilled in Microsoft Excel, Banking, Accounting, Customer Relationship Management (CRM), and Transfer Agency. Strong operations professional with a Master\'s degree focused in Accounting and Business/Management from University of Rajasthan.Job Profile :(1) Maintaining the share register and investor registration details.(2) Processing all dealing transactions including subscriptions, redemptions, exchanges, stock transfers.(3) Ensuring proper completion of subscription forms, with reference to requisite qualification requirements and monitoring new issue eligibility, benefit plan investors etc.(4)Maintaining client subscription accounts and ensuring that transfers are made to the fund’s account on the relevant dealing day.(5) Holding current authorised signatory lists of investors.(6) Tracking underlying beneficial owner information of nominee investors.(7) Issuing dealing confirmation statements and reports to investors and dealing with investor queries.(8) Providing reporting based on estimated or indicative NAV calculations.
Experience
Senior Manager
Jul 2024 — Present · Jaipur, IN
Education
University of Rajasthan
Master's degree, Accounting and Business/Management
2015 — 2016
S S Jain Subodh P G College, Jaipur
Bachelor of Commerce - BCom, Business/Commerce, General
2012 — 2014
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