Kartik Sethi
Founding Member @ Centricity | Product Strategy x Financial Ops | Platform Adoption & Training Expert
- Role
- Senior Operations Executive at Centricity WealthTech
- Location
- Delhi, IN
- LinkedIn followers
- 500 followers
About Kartik Sethi
I’m a Founding Member at Centricity with a unique journey — from deep operational roots…
Experience
Senior Operations Executive
Dec 2021 — Present · Gurugram, IN
Product Strategy & Execution:• Spearheaded the roadmap for B2B & B2C wealth tech platforms aligned with business goals and compliance• Launched self-serve tools and revamped UX/UI—boosting engagement by 60% and cutting support dependency• Led AI-driven features including automated financial planning and investment recommendations• Managed UAT, production releases, vendor coordination, and ROI-focused stakeholder reporting# Platform Training & Enablement:• Delivered 500+ live and remote training sessions for advisors, ops, and service teams• Built self-paced learning kits—quick guides, walkthrough videos, and webinars—driving 70% adoption growth• Reduced processing time and user errors by mapping real workflows and coaching through resistance• Partnered with product and tech to simplify features and smoothen transitions during system upgrades# Financial Operations & Compliance:• Managed onboarding, KYC, and account servicing for clients across all financial products• Processed 500+ high-value transactions with zero discrepancies across digital and offline platforms• Reconciled Cr in AUM, managed corporate actions, and ensured portfolio accuracy• Maintained compliance with CAMS, KARVY, NSE, and AMCs; flagged suspicious activity to reduce risk
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