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Riya Gandhi

Riya Gandhi

Customer Relations Officer

location of Riya GandhiMumbai, Maharashtra, India

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  • Timeline

  • About me

    Product Manager |

  • Education

    • Gujarat University

      2013 - 2016
      Bachelor of Commerce - BCom Business/Commerce, General First Class

    • Gujarat University

      2016 - 2018
      Master of Commerce Business/Commerce, General First Class

  • Experience

    • Prudent Corporate Advisory Services Ltd.

      Nov 2016 - Jun 2017
      Customer Relations Officer

      Efficiently managed ARN/NISM related processes & queries Effectively coordinated with direct & indirect channel teamsSystematically handled other back-office work

    • NJ Group

      Jun 2018 - Jul 2021
      Customer Relations Officer

      Administered processes to handle KYC, transactions, & reconciliation with RTAsInteracted with AMCs & RTAs to ensure smooth functioning of daily operations On-boarded new clients (KYC, account opening, & answering queries)Executed & monitored mutual fund AUM reconciliations and prepared MISManaged operations for equity investments

    • Aditya Birla Sun Life Mutual Fund (ABSLMF)

      Aug 2021 - Dec 2021
      Relationship Manager

      Served the primary role of handling pan Gujarat distribution services related & other operational queries Assisted in activation of 270+ deactivated mutual fund distributors (MFDs)Handled AIF, PMS, & other Mutual Fund related processes & queries with optimum TATContributed for application renewal & registration processCollaborated with the field sales teams to ensure lower cycle times

    • PRP Professional Edge Associates Pvt Ltd

      Mar 2022 - now
      Assistant Product Manager

  • Licenses & Certifications

    • NISM Series X-A: Investment Adviser

      National Institute of Securities Markets (NISM)
      Dec 2022

    • NISM Series X-B: Investment Adviser

      National Institute of Securities Markets (NISM)
      Apr 2023