Pullapallil
About me
Operations and mutual fund professional with 15+ years of experience leading mutual fund operations, process improvement, compliance support, stakeholder coordination, and team management across fintech and financial services environments. Experience includes end-to end transaction processing, exception handling, escalation management, operational controls, and reporting workflows involving AMCs, RTAs, exchanges, and payment partners.
Well aligned to operations leadership roles that require ownership of product operations, process governance, team development, and KPI-driven execution across current and new products.
Work Experience
Operations Manager - Mutual Funds
WealthyIn Customer Service Pvt Ltd
2025-02-01
-
2026-03-31
• Oversaw daily mutual fund distributor operations and ensured timely processing of transactions across commercial and non-commercial journeys.
• Directed end-to-end operations across existing and new products, covering mutual fund transactions, queries, exception handling, escalations, and regulatory complaints.
• Created process documentation and operating notes to guide operations executives through transaction processing, service requests, issue resolution, and compliancerelated workflows.
• Built strong working relationships with RTAs, exchanges, AMCs, payment aggregators, and internal stakeholders across sales, product, finance, and compliance to ensure timely task execution and service delivery.
• Led continuous improvement initiatives to increase operational effectiveness, efficiency, and customer service quality.
• Coached, and mentored operations executives to manage day-to-day operations, controls, monitoring, and reporting responsibilities effectively.
• Ensured compliance with legal, regulatory, and policy requirements across transactions and operational processes while maintaining ethical standards.
• Handled fund activations, scheme master updates, regulatory circulars, purchases, redemptions, SIPs, portfolio analysis, statement analysis, and NAV checks.
• Managed transaction reporting and disclosures across BSE Star, API, and manual channel transactions.
• ARN‑to‑ARN AUM transfer - Process and track AUM-transfer requests from the distributor, complete AMC-wise forms, and coordinate with RTA (CAMS/KFin/MFU) to ensure no AUM or folio is left behind and Post-merger, reconcile AUM reports (RTA-based) to confirm that the old ARN shows zero new inflows and all AUM is visible under the new ARN.
Operations Manager - Mutual Funds
Niyo Money
2022-04-01
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2025-01-31
• Managed daily operations for mutual fund processes and resolved queries, issues, and escalations raised by operations associates.
• Communicated operational updates, issue resolution, and process changes to internal teams.
• Supported product testing for new features and worked with product managers on internal process improvements.
• Coordinated with payment partners, mutual fund companies, CAMS, and Kfintech on compliance and operational issues.
• KYC & Onboarding -ensure documents are collected, data is mapped correctly and verification is completed via KRA and in-house KYC workflows before allowing transactions on platforms
• Monitored team performance on monthly and quarterly KPIs and managed day-today team functioning.
Specialist Trainer - Mutual Funds
Startek India Pvt Ltd
2019-08-01
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2022-03-31
• Delivered training for new recruits on process and product workflows.
• Conducted CRM, MF360, Fundsnet, and NISM VA certification training programs.
• Trained teams on product changes, process updates, market developments, and AMC related changes.
• Conducted performance reviews, quality calibration, mentoring, and coaching for underperformers.
• Supported customer service delivery tasks including process improvement and call observations.
Assistant Manager
Computer Age Management Services Pvt Ltd (CAMS)
2008-01-01
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2019-08-31
• Managed call center operations to achieve business objectives, support profitability, and improve customer satisfaction and retention through voice and email service delivery.
• Monitored overall process performance, identified improvement opportunities, and implemented measures to maximize customer satisfaction levels.
• Submitted regular reports to management and supported strategy development to improve center performance.
• Provided on-the-job coaching, developed training materials, and conducted NISM related training for new joiners.
• Reviewed process manuals, scripts, drafts, and knowledge portal content for regulatory and compliance updates.
• Conducted appraisals, performance reviews, and training interventions to improve service delivery quality.
Education
Master of International Business
Master Degree
2004-05-01
-
2006-05-01
Master of Business Administration (International Business), School of Management Studies, Cochin University of Science and Technology, Kerala, 2006. CGPA- 6.97
B.COM
Degree
1999-05-01
-
2002-05-01
B. Com., The Zamorin's Guruvayurappan College, Calicut University, Kerala, 2002.
Disability-Info
UDID
Yes
UDID Number
KL5690519810005401
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Disability Percentage (As per certificate)
55