Roshan Poddar

Finance Associate @Fidelity International

Gurugram, HR, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2025 — Present

Finance Associate @Fidelity International

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Gurugram, IN

Serves end-to-end client transfer-in journey from one asset management company (AMCs) to Fidelity International (UK)- Manage to contribute in transfer-in journey more than 30 client’s journey a day within UK, Luxembourg and Ireland- Handled more than 50 new funds under Reconciliations journey in single day- Connected to various Fund Manager within UK to complete the client’s exceptional cases on an expedited basis- Successfully enacted client journey with Globally recognized tools for wealth management.

EDUCATION

N/A

Indira Gandhi National Open University

Bachelor's degree

N/A

Indira Gandhi National Open University

Postgraduate Degree Diploma

ABOUT ROSHAN PODDAR

Business Analyst with a track record in tax compliance and India, UK, US-based client…

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Roshan Poddar — Finance Associate at Fidelity International in Gurugram, HR, IN | Unifers