Dheeraj Kumar has over 11 years of experience in operations within the financial services sector, focusing on mutual funds, banking, and administration. His current role as a Senior Executive in Operations and Customer Services at Sahara Asset Management Company involves managing client relationships and the back office operations for mutual funds. Dheeraj holds a Bachelor of Arts degree and several certifications in mutual fund distribution and registrar services, and has received multiple awards for his performance in the industry.

1. DHEERAJ KUMARDHEERAJ KUMAR
Address: New Purander Pur Cell No.Address: New Purander Pur Cell No. +91-8409593121 / 9905684405+91-8409593121 / 9905684405
Patna Gaya Line Road, Near Sudha Dairy Booth Email:dheerajkumar473@gmail.comPatna Gaya Line Road, Near Sudha Dairy Booth Email:dheerajkumar473@gmail.com
Patna-800001Patna-800001
CAREER OBJECTIVE:CAREER OBJECTIVE:
• To be a part of corporate world in an esteemed organization which would provide
greater responsibilities and authority, which in turn would allow me to contribute with
excellence using my technical, analytical, interpersonal & management skills.
AREA OF INTEREST:- Financial Service SectorAREA OF INTEREST:- Financial Service Sector
 Nearly 11 years 04 months of qualitative experience in operation encompassing back office.Nearly 11 years 04 months of qualitative experience in operation encompassing back office.
 Experience in documentation of Mutual fund, On Line Processing of All Mutual Funds transactions,Experience in documentation of Mutual fund, On Line Processing of All Mutual Funds transactions,
Banking & Insurance, Admin/Accounts/Office Monthly Bills expenses, etc.Banking & Insurance, Admin/Accounts/Office Monthly Bills expenses, etc.
CURRENT WORK EXPERIENCE: - Sahara Asset Management Company Pvt. Ltd. Patna.CURRENT WORK EXPERIENCE: - Sahara Asset Management Company Pvt. Ltd. Patna.
WORK EXPERIENCEWORK EXPERIENCE
Company Sahara Asset Management Company Pvt. Ltd.Sahara Asset Management Company Pvt. Ltd.
Industry Mutual Fund (Asset Management Company).
Designation Relationship Manager (Sr. Executive Operations & Customer Services).
Duration 02nd
Jan 2017 To Till.
Reporting to Head-Hr & Admin
Job
Description
• Taking care of entire operation part related to Sahara Mutual Fund.
• Responsible for Logins of Mutual Funds Translations.
• Responsible for maintaining relationship with R&T, Distributors & Investors.
• Processing requests in stipulated time frame.
• Taking care of Entire Back Office Operations, Admin, Branch Expenses
Accounts, Coordinating with HO and resolving Clients Query's/complaint in
stipulated time frame. Maintaining MIS of every day Mutual Fund Applications
Loggings & reconciling of successful & unsuccessful logins. Intimating client for
processed and rejection of Mutual Fund transactions thru mail and call.
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2. WORK EXPERIENCEWORK EXPERIENCE
Company Karvy Computershare Pvt. Ltd. Patna.Karvy Computershare Pvt. Ltd. Patna.
Industry Financial (R&T) ( Mutual Fund)
Designation Investor Relation Officer.
Duration June 2007 To 11 July 2016.
Reporting to Regional Head
Job
Description
• Was leading 15 members of team for entire operational/processing of Mutual
Funds RELIANCE, UTI, LIC Nomura, AXIS MF, CANARA ROBECO,
INVESCO INDIA, SAHARA, JM, TAURUS, BARODA PIONEER, PEERLESS,
DHLF PRAMERICA, BOI AXA, PRINCIPAL, IDBI, INDIABULLS, MOTILAL
OSWAL, & Life Insurance FUTURE GENERALI, TATA AIG, EDELWISE LIFE.
• Responsible for regular review of the AMC's & Distributors.
• Responsible for maintaining relationship with AMC & Distributors.
• Processing requests of Customers & Distributors in stipulated time frame.
• Maintaining various type of MIS with every day reporting conciliation like Daily
successful, satisfies closed, dissatisfied closed, not contactable data and
monthly various R.O & H.O. Data.
• Taking entire care of Back Office Operations, Admin, Branch Expenses Accounts,
Coordinating with HO and resolving Distributor Query's/Customer complaint in
stipulated time frame.
ACADEMIC PROFILE:ACADEMIC PROFILE:
Education:Education:
 Mutual Fund Distributors Certification ExaminationMutual Fund Distributors Certification Examination
National Institute Of Securities Market SERIES-V-A
 Registrar And Transfer (R&T).
National Institute Of Securities Market SERIES-II-B
20162016 55.0%55.0%
20142014 57.5%57.5%
 Bachelor Of Arts (Hons.Bachelor Of Arts (Hons. Pol. Sc.)Pol. Sc.)
Jai Prakash Vishwavidyalaya, Chapra..
20022002 66.7%66.7%
 Bihar Intermediate Education Council, Science.Bihar Intermediate Education Council, Science.
Patna College, Patna.Patna College, Patna.
19971997 44.3%44.3%
 Bihar Secondary Examination Board.Bihar Secondary Examination Board.
New Govt H. S Gardani Bagh, PatnaNew Govt H. S Gardani Bagh, Patna
19951995 63.87%63.87%
AWARDS & ACHIEVEMENTS:AWARDS & ACHIEVEMENTS:
• Being awarded with BEST TURNAROUND BRNACH (Ranked 1st
in EAST ZONE) for two
consecutive years (2008 & 2009).
• Being awarded with YOU ARE A WINNER & STAR OF THE MONTHS for many times.
• Being awarded with Intensive Knowledge Assessment Test -2013 scoring 94% in Front Office
Process.
• Being awarded with Intensive Knowledge Assessment Test -2014 scoring 94% in Front Office
Process.
• Being awarded with Intensive Knowledge Assessment Test -2015 scoring 94% in Front Office
Process.
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3. PERSONAL INFORMATION:PERSONAL INFORMATION:
 Date Of BirthDate Of Birth 0808thth
Feb, 1979.Feb, 1979.
 Father’Father’s Names Name Mahendra Prasad Gupta.Mahendra Prasad Gupta.
 HobbiesHobbies Listening Hindi Music.Listening Hindi Music.
 GenderGender Male.Male.
 Marital StatusMarital Status Married.Married.
 Languages knownLanguages known English & Hindi.English & Hindi.
 Permanent Addressee
C/O Mahendra PrasadC/O Mahendra Prasad
New Purander Pur, Patna Gaya Line Road,New Purander Pur, Patna Gaya Line Road,
Near Sudha Dairy Booth, Patna – 800 001.Near Sudha Dairy Booth, Patna – 800 001.
Date:
Place: Dheeraj KumarDheeraj Kumar
(Page 3 of 3)