MUSKAAN JOLLY

OPERATIONS MANAGER-WEALTH & FINANCIAL SERVICES

Detail-oriented professional with 3+ years of experience in financial operations, process management, and client servicing. Skilled in operational reporting, data management, process execution, and handling high-volume tasks with accuracy and efficiency. Strong analytical, problem-solving, and coordination skills with advanced proficiency in Microsoft Excel and back-end operations.

[email protected] 9711658543 NEW DELHI
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Skills
Work Experience
ASSISTANT MANAGER | PRIVATE WEALTH| OPERATIONS
BAJAJ CAPITAL LIMITED
Apr 2025 — PresentCurrentNEW DELHI
  • Manage PAN India business MIS, revenue tracking, and weekly P&L reporting with high accuracy
  • Handle back-end servicing and operational support for UHNI clients across insurance, mutual funds, and fixed income products
  • Ensure timely reconciliation, partner payout processing, and operational reporting with minimal discrepancies
  • Manage renewal and maturity tracking with proactive client and RM follow-ups
  • Prepare business reports and operational trackers for management review and audits
RELATIONSHIP OFFICER | PRIVATE WEALTH| SALES
BAJAJ CAPITAL LIMITED
Dec 2022 — Apr 2025NEW DELHI
  • Customize financial product suggestions, including investments and insurance, to suit individual client needs
  • Stay informed about market trends, economic changes, and regulatory updates to advise clients on opportunities and risks
  • Assisted clients with investment and insurance product solutions
  • Supported portfolio servicing and relationship management for affluent clients
PATIENT CARE COORDINATOR
BLK-MAX SUPER SPECIALITY HOSPITAL
Aug 2020 — Nov 2022NEW DELHI
  • Proactively resolve patient concerns and inquiries, ensuring high satisfaction and escalating complex issues swiftly
  • Greet patients warmly, verify personal and insurance information accurately, and facilitate essential documentation
  • Skilfully manage international patient needs, offering language interpretation, cultural support, and coordinating supplementary services
INTERNSHIP | OFFICE MANAGEMENT TRAINEE
BUREAU OF INDIAN STANDARDS
Dec 2019 — Jan 2020NEW DELHI
  • Achieved expertise in shorthand, enabling efficient and accurate transcription of meeting proceedings
  • Demonstrated advanced skills in Microsoft Excel, facilitating in-depth data analysis and informed strategic decision-making
  • Upheld meticulous attention to detail, ensuring precision and compliance in data management tasks
  • Delivered exceptional administrative support, streamlining report generation and fostering improved collaboration across departments, resulting in enhanced productivity
Skills
P & L ReportingMicrosoft ExcelAnalytical SkillsMarket ResearchProblem SolvingTeamworkAdaptabilityTime ManagementAttention to DetailPower Point
Education
Master of Business Administration, Financial Management
NARSEE MONJEE INSTITUTE OF MANAGEMENT STUDIES
NISM-Series-V-A Mutual Fund Distributors Certification
NATIONAL INSTITUTE OF SECURITIES MARKET
Diploma in Wealth Management
INTERNATIONAL COLLEGE OF FINANCIAL PLANNING (ICOFP)
Bachelor of Commerce
SCHOOL OF OPEN LEARNING (UNIVERSITY OF DELHI)
Diploma in Office Management
YOUNG WOMEN CHRISTIAN ASSOCIATION OF DELHI (YWCA of Delhi)
High School Diploma
SENIOR SECONDARY SCHOOL
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