Shweta Shukla

• Responsible for the daily functions and processes associated with mutual funds.
• Prepare and distribute daily, monthly, and annual financial reports to stakeholders, ensuring transparency and accuracy.
• Conduct regular reconciliations of fund accounts, ensuring that data between internal systems and third parties align correctly.
• Central Support Function : Train, Guide, Motivate &encourage regional RM's to sell MF's as Investment in their respective region.
• worked on sales productivity with RM's work with Area Heads.
• worked on mutual fund analysis and portfolio pages on the website.
• Conduct webinars including interviewing fund managers.

• Brokerage sourcing from AMC"s.
• Prepared centralized MF portfolios and shared with team members.
• Sourcing SIP data from RTA and managing the same in the internals ERP.
• Writing articles for publications.
• Completing legal documentations for all AMC's.
• Prepared Client portfolios on monthly basis .
• Prepared monthly MIS for mutual funds business.
• Prepared documentation and MIS for NRI clients.
• Managed Investment details with premier clients.

• Mutual Fund Product Development.

(ACEMF, was a software company has created a website where they have uploaded all mutual related data and serve the companies for their summarized reports.)

• Gathered the Data from all mutual funds(AMC'S) to upload in the system for clients reports.
• Handled client queries related mutual fund reports .
• Monthly fact sheet preparation.
• Tracked of new funds offers for the news letter every week.
• Analyzed the data and providing the data to clients as per their request.
• Gave online training to clients for the website for all the MF RELATED REPORTS.