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People · Platforms & Custody · Finance & Operations
Shradha Srinivas — Assistant Vice President · IIFL Capital Services Limited · Gurugram, Haryana, India.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
A competent professional with 8+ years of experience in operations management, client servicing, sales support, and portfolio management, research, and analysis. Working with Pioneer Client Associates Pvt Ltd. as Senior Analyst, responsible for managing the ultra HNI clients’ portfolios and accountable for the execution of transactions. Possess excellent interpersonal skills with problem-solving and analytical abilities with the flexibility to adapt to new application software and platforms. Capable of handling back-office operations, sales support, portfolio management, and client relationships. Complete knowledge of financial products like mutual funds, PMS, AIF, bonds, insurance, NPS, Private Equity, etc. Well-versed with NSE MF, BSE Star MF, CAMS, Karvy, and online portals for executing Mutual fund transactions. Demonstrated strong communication, collaboration, team building, and leadership skills with proficiency at grasping new concepts quickly & utilizing the same in a productivemanner. Exhibiting excellent attention to detail and deadlines, and the aptitude to take ownership of multiple projects simultaneously.