SABAREESH SK

Operations Associate

Tamil Nadu, India3 mos experience

Key Highlights

  • Expert in investment advisory and wealth management.
  • Strong background in mutual fund operations and client onboarding.
  • Passionate about simplifying finance for individuals and families.
Stackforce AI infers this person is a Finance Professional specializing in Wealth Management and Investment Advisory.

Contact

LinkedIn

Skills

Core Skills

Mutual Fund OperationsClient OnboardingFinancial ConsultingDigital Communication

Other Skills

KYC VerificationTransaction ProcessingCRM IntegrationStock Market AnalysisVideo EditingContent Strategy and CommunicationSecurities RegulationRegulatory ComplianceTrade SettlementsRisk MonitoringForeign Exchange (FX) TradingCurrency DerivativesCurrency FuturesRetirement PlanningRetirement Income Strategies

About

I am a finance professional with a strong academic background in ๐Œ๐๐€ (๐‡๐ฎ๐ฆ๐š๐ง ๐‘๐ž๐ฌ๐จ๐ฎ๐ซ๐œ๐ž ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ), backed by multiple ๐๐ˆ๐’๐Œ ๐œ๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ (๐ˆ, ๐•-๐€, ๐•๐ˆ๐ˆ, ๐•๐ˆ๐ˆ๐ˆ, ๐—-๐€, ๐—๐•๐ˆ๐ˆ, ๐—๐—๐ˆ-๐€). I am also a registered ๐€๐Œ๐…๐ˆ ๐Œ๐ฎ๐ญ๐ฎ๐š๐ฅ ๐…๐ฎ๐ง๐ ๐ƒ๐ข๐ฌ๐ญ๐ซ๐ข๐›๐ฎ๐ญ๐จ๐ซ ๐š๐ง๐ ๐€๐๐Œ๐ˆ ๐๐Œ๐’ ๐ƒ๐ข๐ฌ๐ญ๐ซ๐ข๐›๐ฎ๐ญ๐จ๐ซ, enabling me to provide clients ๐ฆ๐ฎ๐ญ๐ฎ๐š๐ฅ ๐Ÿ๐ฎ๐ง๐๐ฌ, ๐๐Œ๐’, ๐š๐ง๐ ๐๐ž๐ซ๐ข๐ฏ๐š๐ญ๐ข๐ฏ๐ž๐ฌ with a structured, data-driven approach. ๐Ÿ’ก๐Œ๐ฒ ๐œ๐จ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž ๐ข๐ง๐œ๐ฅ๐ฎ๐๐ž๐ฌ: ๐Ÿ“Š๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฒ & ๐–๐ž๐š๐ฅ๐ญ๐ก ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ โ€“ Goal-based financial planning, portfolio design, asset allocation & risk profiling. ๐Ÿฆ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฒ โ€“ Guiding individuals on creating sustainable retirement strategies for long-term financial security. ๐Ÿ’ฐ๐Œ๐ฎ๐ญ๐ฎ๐š๐ฅ ๐…๐ฎ๐ง๐๐ฌ & ๐๐Œ๐’ ๐ƒ๐ข๐ฌ๐ญ๐ซ๐ข๐›๐ฎ๐ญ๐ข๐จ๐ง โ€“ Assisting investors in selecting the right investment products based on their goals and risk appetite. ๐Ÿ“ˆ๐„๐ช๐ฎ๐ข๐ญ๐ฒ & ๐‚๐ฎ๐ซ๐ซ๐ž๐ง๐œ๐ฒ ๐ƒ๐ž๐ซ๐ข๐ฏ๐š๐ญ๐ข๐ฏ๐ž๐ฌ โ€“ Practical understanding of futures, options, and currency trading with experience in disciplined, rule-based strategies. ๐Ÿค๐‚๐ฅ๐ข๐ž๐ง๐ญ ๐‘๐ž๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ๐ก๐ข๐ฉ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ โ€“ Building trust through transparent, ethical, and compliant advisory practices. I am passionate about ๐ฌ๐ข๐ฆ๐ฉ๐ฅ๐ข๐Ÿ๐ฒ๐ข๐ง๐  ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ž ๐Ÿ๐จ๐ซ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐š๐ฅ๐ฌ ๐š๐ง๐ ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ, making it easier for them to take confident steps toward financial independence. At the same time, I bring analytical and people management skills that are valuable in organizational roles in ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐ฆ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ, ๐œ๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐ข๐ง๐ , ๐จ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐š๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฒ.

Experience

3 mos
Total Experience
3 mos
Average Tenure
3 mos
Current Experience

Moneytree partnersโ„ข

Operations Executive

Feb 2026 โ€“ Present ยท 3 mos ยท Delhi, India ยท On-site

  • Managing mutual fund operations and transaction processing using platforms such as NSE MF Desk for client investment execution and order coordination.
  • Handling client onboarding processes including KYC verification, FATCA compliance, documentation validation and account activation.
  • Using CRM tools (Odoo) to manage client data, track onboarding status, record interactions and coordinate servicing requests.
  • Supporting investment operations by coordinating with RTAs, internal teams and platforms for transaction execution, follow-ups and issue resolution.
  • Assisting in portfolio servicing and client support, including transaction status updates, statement coordination and resolving operational queries.
  • Interacting directly with clients to resolve operational queries, guide them through KYC/FATCA documentation and ensure smooth and timely onboarding of investment accounts.
Mutual Fund OperationsClient OnboardingKYC VerificationTransaction ProcessingCRM Integration

Bajaj capital ltd

Wealth Manager

Nov 2025 โ€“ Feb 2026 ยท 3 mos ยท Bengaluru, Karnataka, India ยท On-site

  • Handling mutual fund operational processes including transaction coordination, documentation verification and backend support.
  • Assisting in client onboarding and KYC documentation, ensuring compliance with regulatory requirements.
  • Supporting portfolio servicing activities such as transaction tracking, statement coordination, and resolving client queries.
  • Coordinating with internal teams and platforms for order execution, operational follow-ups and process completion.
  • Maintaining accurate client records, transaction data and documentation to ensure operational efficiency.
  • Assisting in client servicing and relationship support, ensuring timely communication and issue resolution.
KYC VerificationClient OnboardingMutual Fund Operations

Finfeast (youtube)

Personal Finance Educator & Content Creator

Jan 2025 โ€“ Nov 2025 ยท 10 mos ยท Remote

  • > Created and delivered engaging content on ๐๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ ๐…๐ข๐ง๐š๐ง๐œ๐ž, ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ๐ฌ, ๐Œ๐ฎ๐ญ๐ฎ๐š๐ฅ ๐…๐ฎ๐ง๐๐ฌ, ๐“๐š๐ฑ ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐ , ๐š๐ง๐ ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž, simplifying complex financial topics for a diverse audience.
  • > Researched and analyzed financial products, regulations, and market trends to ensure ๐๐š๐ญ๐š-๐๐ซ๐ข๐ฏ๐ž๐ง, ๐š๐œ๐œ๐ฎ๐ซ๐š๐ญ๐ž, ๐š๐ง๐ ๐œ๐ฅ๐ข๐ž๐ง๐ญ-๐ซ๐ž๐ฅ๐ž๐ฏ๐š๐ง๐ญ ๐ข๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ.
  • > Designed and executed content strategies focused on ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐ , ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐ฆ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ, ๐š๐ง๐ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฅ๐ข๐ญ๐ž๐ซ๐š๐œ๐ฒ to empower individuals in making informed financial decisions.
  • > Built a growing audience by adopting a ๐ฌ๐ญ๐จ๐ซ๐ฒ๐ญ๐ž๐ฅ๐ฅ๐ข๐ง๐  ๐š๐ฉ๐ฉ๐ซ๐จ๐š๐œ๐ก to explain financial concepts in a clear, relatable, and impactful manner.
  • > Developed skills in ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐œ๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐ข๐ง๐ , ๐๐ข๐ ๐ข๐ญ๐š๐ฅ ๐œ๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐œ๐š๐ญ๐ข๐จ๐ง, ๐š๐ง๐ ๐œ๐ฅ๐ข๐ž๐ง๐ญ-๐œ๐ž๐ง๐ญ๐ซ๐ข๐œ ๐š๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฒ, aligning with my career in ๐–๐ž๐š๐ฅ๐ญ๐ก ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ & ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐€๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฒ.
  • ๐—ž๐—ฒ๐˜† ๐—™๐—ผ๐—ฐ๐˜‚๐˜€ ๐—”๐—ฟ๐—ฒ๐—ฎ๐˜€:
  • ๐Ÿ. Investment Planning
  • ๐Ÿฎ. Retirement Planning
  • ๐Ÿฏ. Tax & Risk Management
  • ๐Ÿฐ. Financial Literacy & Awareness
  • ๐Ÿฑ. Wealth Creation Strategies
Stock Market AnalysisVideo EditingContent Strategy and CommunicationFinancial ConsultingDigital Communication

Education

International College Of Financial Planning

IDWM โ€” Wealth Management

Jul 2025 โ€“ Jan 2026

Bharathidasan University (BDU), Tiruchirappalli

MBA โ€” Human Resource Management

Jan 2023 โ€“ Jan 2025

Annamalai University

BA โ€” English Literature

Jan 2019 โ€“ Jan 2022

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