Poonam possesses 14 years of experience with top Mutual Fund AMC’s like Standard Chartered Mutual Fund (now IDFC Mutual Fund), ING Mutual Fund (Now Aditya Birla Sun Life Mutual Fund) and also handling distribution services with IFAN Finserv (Now SPA Capital) and Motilal Oswal Financial Services Limited. Her gamut of experience includes transaction processing, distributor coordination, reconciliation, data management, MIS and regulatory compliance.
Pradeep has 17 years of experience in design and development of wealth management, equities and insurance platforms across organizations such as Oppo Financial (Finshell), AU Small Finance Bank, BOB Capital, SBI Capital, IFAN (ING Financial Services), CNBC – Web18, IDBI Capital, and CAMS. He has in-depth experience in the entire lifecycle of platform offerings, from conceptualization to development to launch and subsequent adoption, even handling the regulatory front.
Sharmista has 14years of experience in the financial services industry having worked with IDFC Bank, MF Utility, BOI AXA MF, Optimix (Division of ING Vysya) and Aditya Birla Sun Life AMC handling customer relations and operations teams. She is a solution-driven customer-centric professional with significant experience in collecting analysing and interpreting customer interactions data to optimize customer experience. She has experience on end-to-end solutions for client servicing through multiple channels.