Sheetal Agarwal

About Sheetal Agarwal

Experienced professional covering areas of Delivery/ Transition/ Pre-Sales/ Solutions in Offshoring/ Outsourcing Industry across Financial Services, with specialization in Capital Markets, Wealth Management, Investment Banking and Benefits Administration- Incubated several service lines with growth in top line for the organization and the clients- Responsible for P&L- Successfully managed multi location large programs across the geography- Experience in setting up a new and start up business in offshoring and outsourcing of Fund Accounting Services- Experience in Mutual Fund Industry Operations from trade execution to NAV declaration in Asia Pacific and American market- Experience in Hedge Fund Insudtry Operations in European and American market covering conversions and implementations, middle and back office operations- Experience in Separately Managed Accounts Operations for American market- Experience in Custody Operations for Asia Pacific- Experience in Private Equity Operations in American market- Experience in Treasury Operations- Experience in Wealth Management Services- Experience in creating solutions by undertsanding the problem statement of the organization and achieving their goals with suitable operational and organizational transformationSpecialties: Client liaison, pre sales, solution architect, back office and middle office operations in Hedge Funds, Mutual Funds, Custody, Separately Managed Accounts, Private Equity, Treasury Operations and Wealth Management Services

Experience

1. Head of Operations

   Coforge

   Oct 2024 — Present · Pune, IN

Education

• The Institute of Chartered Accountants of India

  CA, Accounts

  1996 — 2001

• Indian Institute of Management, Calcutta

  Senior Management Program

Skills

• Pre-Sales
• Fund Accounting
• Middle Office
• Risk Mitigation
• Program Management
• Relationship Management
• Outsourcing
• Financial Reporting
• Solution Development
• Solutions Development
• P&L Responsibility
• Transition Management
• Portfolio Management
• Start-Ups
• Team Leadership
• Banking
• Mutual Funds
• Risk Management
• Back Office
• Corporate Finance
• Offshoring
• Alternative Investments
• Separately Managed Accounts
• Mis
• Private Equity
• Wealth Management
• Fund Administration
• Financial Services
• Crm
• Prime Brokerage
• Business Process
• Business Process Re-Engineering
• Finance
• Securities
• Bpo
• Asset Managment
• New Business Development
• Due Diligence
• Hedge Funds
• Process Improvement