Nishat Shaikh
Operations Manager @Motilal Oswal Financial Services Ltd
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WORK HISTORY
Operations Manager @Motilal Oswal Financial Services Ltd
Managing daily operational workflows to ensure seamless client servicing and internal coordination across departments.• Spearheading process improvements to drive efficiency, productivity, and profitability in operational functions.• Promoting a culture of quality by standardizing procedures and minimizing operational errors.• Handling mutual fund operations, including reviewing and restructuring client portfolios to align with changing investment goals, market conditions, and risk profiles.• Recommending suitable mutual fund schemes based on client investment objectives, risk appetite, and time horizon.• Ensuring timely and accurate execution of mutual fund transactions, including order punching, tracking, and resolving related queries.• Acting as the primary point of contact for mutual fund clients, providing personalized service, handling queries, and offering proactive investment support.• Managing online portal functionalities related to mutual funds and investment services, including executing updates, troubleshooting technical issues, and ensuring a seamless user experience.• Coordinating with technology vendors to enhance system capabilities, implement updates, and maintain platform reliability.• Conducting regular knowledge-sharing sessions and mentoring team members to improve technical and client servicing skills.• Collaborating closely with sales, compliance, and back-office teams to deliver end-to-end service excellence in mutual fund operations.• Ensuring strict adherence to internal policies, SEBI regulations, and other applicable financial and compliance guidelines.
EDUCATION
Manipal University Jaipur
Master of Business Administration - MBA
Jai Narain Vyas University (JNVU), Jodhpur
BCA
ABOUT NISHAT SHAIKH
Operation Manager
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