Preet Dutta
“Client Onboarding & Fund Operations | Hedge Fund Services | Resolving Client Queries Within TAT | Skilled in Waiver Handling, Fund Closures & Professional Email Communication.
- Role
- Excutive at NAV Fund Services
- Location
- Jaipur, RJ, IN
- LinkedIn followers
- 500 followers
Experience
Excutive
Mar 2024 — Present · Jaipur, IN
I joined NAV Fund Services on 13 March 2024 as aExecutive. Within just 1.5years of experience, I have been recognized with theEmployee of the Month award twice reflectingmy commitment to excellence, efficiency, and clientsatisfaction.Job Responsibilities:• Manage the end-to-end onboarding process for newclients and handle onboarding documentation.• Act as a primary liaison between clients and theRTA team, ensuring smooth coordination fromthe initial client request to the completion of allonboarding steps.• Track and follow up on client documents throughthe our portal to maintain process timelines andcompliance.• Handle waiver-related matters by reviewingprovisions, addressing client or investor breaches,and explaining waiver notifications to clients.• Oversee fund closure requests by coordinating with the accounting team and completing all closureprocedures for accurate RTA record maintenance.
Education
S.S. Jain Subodh PG (Autonomous) College, Jaipur
Bachelor of Commerce - BCom
2017 — 2021
St. Joseph's Convent Sen Sec School - India
Higher secondary education
2016 — 2017
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.