Peer-reviewed research paper
Co-authored a peer-reviewed research paper published in an Elsevier journal, contributing to data analysis and manuscript preparation.
2roles
32skills
2education
3credentials
About
Operations professional with 4+ years of experience in client onboarding, case management, data validation, compliance documentation, and wealth management operations. Experienced in handling high-volume HNI and retail client portfolios, improving reporting through Excel dashboards, and maintaining accuracy under deadline pressure.
Experience
Operations Analyst
AGS Wealth Management Services (IIFL Capital Franchise)
~4 Years · Hyderabad, India
Managed end-to-end client onboarding, case management, data validation, and concurrent loan application processing for HNI and retail clients. Maintained zero regulatory observations across two consecutive audit cycles. Built Power Query and Pivot Table dashboards to reduce reporting turnaround time. Identified a KYC document mismatch and drove a checklist-process improvement that resulted in a team-wide SOP update. Resolved a sensitive trading restriction case through cross-team coordination. Used MS Dynamics CRM for the full case lifecycle, reviewed compliance documentation across multiple client categories, performed daily quality checks, triaged high case volumes, contributed to process improvement, and trained newer team members.
Lab Assistant
Academic/Research Role
Supported research data collection, experiment logging, and lab operations under faculty supervision. Maintained research records and datasets, and co-authored a peer-reviewed research paper published in an Elsevier journal, contributing to data analysis and manuscript preparation.
Education
Yogi Vemana University
5-Year Integrated M.Sc., Bioinformatics
2014 – 2019
CGPA: 8.0
Sri Chaithanya Jr College
Intermediate (Class XII)
2012 – 2014
88%
Skills
Client onboardingCase managementTicket managementData validationCompliance documentationKYC/CIP documentation reviewAudit readinessAdvanced Microsoft ExcelVLOOKUPXLOOKUPPivot TablesPower QueryConditional formattingData cleansingDeduplicationPower BISQL basicsPythonMS Dynamics CRMZOHOMicrosoft PowerPointMS TeamsZoomSaba Meeting/CentraSOP creationQuality checksRoot-cause analysisWorkflow standardizationHNI client servicingRetail client servicingLoan application coordinationBusiness email etiquette