over 12 years experience in finance securities mutual funds operations & customer services @ 360 ONE Wealth
Thane, Maharashtra, India
Sampada Pathak
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Savitribai Phule Pune University
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FlashIntel GPTSampada Pathak is a highly experienced professional with 12.3 years of work experience in mutual funds, front to back office, and finance. Based in Thane, Maharashtra, India, Sampada holds a Master of Commerce degree from Pune University. With 9 years of experience in the Mutual Funds, operations, customer service, and finance sector, Sampada has worked as an Assistant Manager in the Research & Analytics department since September 2017. Prior to that, Sampada served as an Executive-mutual Funds at Motilal Oswal Financial Services Ltd and as a Branch Operations Executive at Reliance Mutual Fund.
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About
I have 9 years of experience in Mutual Funds, operations, customer service & Finance sector. I am Master of Commerce from Pune University.
Work Experience
over 12 years experience in finance securities mutual funds operations & customer services
Financial Services
Sampada Pathak's Professional Milestones
- Executive-Functional Funds (2015-08-01~2017-08-01): Developed a robust financial strategies to optimize profitability and enhance the financial efficiency of financial operations.
- Branch Operations Executive (2011-06-01~2015-07-01): Streamlined branch operations, optimizing efficiency and streamlining processes for increased productivity.
Education
Business/commerce,
General
1167609600-1199145600Skill
Mutual Funds
Front To Back Office
Finance
Certification
Colleagues
Bhushan Sonkusare
Wealth Manager
Anirudha Taparia
Co-Founder | Joint Chief Executive Officer
Pushkala Roy Choudhury
Quality Control Team lead and Vice President Client Service- 360 ONE Wealth
Shashank Ratnaparkhi
CRM Product Owner | Delivery Head | Salesforce Architect | Salesforce FSC , 3x Certified | Retail & Investment Banking | Wealth and Asset Management | Capital Market | Trading System
Pramod Kumar
Chief Investment Officer
Other Named Sampada Pathak
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Sampada Pathak works for 360 ONE Wealth
Sampada Pathak's role in 360 ONE Wealth is over 12 years experience in finance securities mutual funds operations & customer services
Sampada Pathak works in the industry of Financial Services
Sampada Pathak's colleagues are Bhushan Sonkusare,Anirudha Taparia,Pushkala Roy Choudhury
Sampada Pathak's latest job experience is over 12 years experience in finance securities mutual funds operations & customer services at 360 ONE Wealth
Sampada Pathak's latest education in Savitribai Phule Pune University
