Harshita Prashant Dixit
Operations Manager at Bellwether Associates
- Role
- Operations Manager at Bellwether Associates
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Harshita Prashant Dixit
I lead initiatives to enhance operational efficiency, reconcile AUM, and execute seamless…
Experience
Operations Manager
Jan 2023 — Present · Gurugram, IN
I drive operational excellence by coordinating with AMCs, third-party PMS/AIF providers, clients, and internal product teams, ensuring swift query resolution and seamless service delivery. I oversee AUM reconciliation across Mutual Funds, PMS, AIF, and third-party products, execute high-value transactions on leading platforms (NSE, CAMS, Karvy), and streamline client onboarding processes in collaboration with Relationship Managers.Beyond operations, I lead the end-to-end management of portfolio data, trade processing, and performance reporting. I generate strategic MIS insights on portfolio returns and revenue, deliver impactful client reporting, and foster engagement through regular collaboration calls. Leveraging InvestWell (Mint) software, I ensure precision, efficiency, and an enhanced client experience across all touchpoints.
Education
The WallStreet School
Certificate in Financial Modelling and Valuations, Finance, General
2020 — 2020
Dayanand Acadamy of Management Studies
Bachelor of Business Administration - BBA, Business Administration and Management, General
2013 — 2016
Dr. Gaur Hari Singhania Institute of Management & Research
PGDM, Finance, Marketing
2016 — 2018
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