This profile summarizes the experience of Pravat Mohanty as an Area Operations Manager at Reliance Capital Asset Management Co. Ltd. He has over 13 years of experience in branch operations and management roles across various asset management companies. His responsibilities have included branch operations and control, critical transaction processing, training and development, compliance, and revenue generation through retention and upselling. He is seeking a high-level leadership position in East India.

1. PROFILE
Management professional with deep knowledge and experience acquired across Branch Operations
,Branch Management , SLA and CRM Monitoring , Employee Engagement -Training Development &
performance measurement , Distributor Education , Quality & Process Improvement through PAN India
Branch Audit , KYC Documentation & Process , Industry Policies & Procedures in Line with AMFI , SEBI &
RBI.
Motivated and goal driven team leader with strong work ethics, continuously striving for improvement of
process and Team performance.
Proficiency in compliance, Risk management in Branch daily Activities.
Trend analysis on transaction movement and Branch Revenue mobilized through retention and up sell,
Dashboard and PAN India presentation.
Currently spearhead as Area Operations Manager at Reliance Capital Asset Management Co. Ltd looking at
PAN India Assignments.
Seeking high level Leadership position in East India (Kolkata)
EDUCTION PERSONAL SKILLS TECHNICAL SKILLS
MBA (Major- Finance, Minor-Marketing)
2004-06 (Regular), Utkal University
BBA (Mgmt. & Biz Administration)
2001-04 (Regular), Utkal University
I-Com. 1999-01 (Commerce)
BJB Autonomous College
Lean Six Sigma (Green Belt)
2013 , IIT-Delhi
BRANCH OPERATIONS AND PRODUCT PROJECTS AND ON-THE JOB LEARNING
 Team Management & Branch Control
 High ValueTrnx. Mgmt
Liquid,Non-Liquid
 Banking,NFO Reconciliation,
 Transaction Endorsement
 Critical NCT Trnx. Mgmt and
Biz. Policy
 QRG Mgmt and SLA management
 PAN India Internal AuditMgmt.
 Ensuringcompliancewith process
parameters in linewith guidelines set
by SEBI, AMFI and RBI.
 Communication of Addendum and
Notice to Branches and Team Members
 Customer and Distributor Satisfaction
Survey and closeloopingof findings
 KYC Processingand guidelines
 Revenue Generation through Retention
and Up sell
Mobile: 87672-88009 / 84510-28829
Email : prs.mohanty@gmail.com
PRAVAT MOAHNTY
AREA OPERATIONS MANAGER – BRANCH OPERATIONS
P/M
 SIP Transaction Analysis and monitoring
 Critical Non-NFT and FTR Trnx
management and Contol
 QRG Audit and Control
 Worked with a KPI of 20-80
(20 Ops and 80 Sales)
PROJECT
 NIGO to Go Analysis and Monitoring
 NCT Rejection Analysis
 Retention and Upsell
 Karvy Management
ON THE JOB LEARNING & TRAINING
 Leap Manager Club and Training
 BPMS ISO 9001:2008 Standard
 Lean Six Sigma Methodologies ( Green
Belt )
 Exceeding Customer Expectations and
Everyday Business Etiquette
 Teamwork and Emotional Intelligence
 Customers, Conflictand Confrontation

2. WORK EXPERIENCE
AREA OPERATIONS MANAGER
(Corporate office-Mumbai)
Oct. 2014 – Present
RELIANCE ASSET MANAGEMENT CO.LTD
 Branch Operations & Control
 Critical Liquid , Non-Liquid & NCT processing
 Tracking and monitoring transaction flow and reporting of
transaction for Branches.
 Banking and Endorsement
 SLA and QRG Monitoring
 Training and Development of the All Region and Zone
 BPMS Audit and Liaising
 Customer Service & Quality
 Process Improvement
 KYC Processing and Guidelines
 Revenue Generation through Retention and Up sell
 PAN India Conf Call and Agenda Discussion
 KPI and Performance control sheet of Employees
 Act as Key person for New Initiatives and Inter Department
coordination
 CRM Platform management and Enhancement
 Coordination with MF-Utility for system enhancement and
critical case resolution
 Critical and Irate Customer management and point of
Escalation
 Corporate Employee communication and portfolio
management
CLUSTER MANAGER-BRANCH OPERATIONS
(ORISSA)
Sep. 2011 – Oct. 2014
RELIANCE ASSET MANAGEMENT CO.LTD
 Team Leader(Handling 22 employees of 7 Branches)
 High and Key transaction management of the Cluster
 Tracking and monitoring transaction flow and reporting of
transaction for Branches.
 Internal Auditor and responsible for Compliance and Risk
control of the Branches.
 Monthly MIS Management and Error Analysis.
 Branch Administration and Legal Documentations
 Key Escalation point for Communication
 Distributor meet and Product pitch
 HNI & Platinum Distributor relationship management
 KYC Norms and Check points
 Branch Operations SPOC drives to ensure compliance with
process parameters and to check with guidelines set by
SEBI,AMFI and RBI.
 Target Setting and measurement for Retention and Upsell.
 Performance measurement of the team membersto
ensure efficiency in process operations.
SENIRO EXECUTIVE -BRANCH OPERATIONS
(Bhubaneswar- Orissa)
Feb. 2008 – Sep. 2011
BIRLA SUN LIFE ASSET MANAGEMENT CO.LTD
 Branch Operations process analysis and new Strategies
development and implementation.
 High Value fund Banking and reconciliation.
 New rules, compliance and regulations communication
to RMs and Distributors.
 PAS (Privileged Account Service) activities for the
Cluster.
 Accountable for checking the Goods Order of all
transactions and electronically entered the details.
Provided reportsto management using Vision and EISC
Software.
OFFICER –RETAIL BANKING
(Bhubaneswar- Orissa)
Aug. 2006- Apr. 2007
HDFC BANK LTD
 Accounts , Deposits and Investment
 New CASA and maintenance
 Relationship management
 Mutual Fund and LI
ADDRESS CONTACTS SOCIAL
CORRESPONDENCE ADDRESS
902, B Block,Puranic Home Town,
Thane, Maharastra-400615
PERMANENT ADDRESS
Plot No –1/ 2 , Giridhari , Mohan
Garden, Kamalgazi , Kolkata , West
Bengal -700084
MOBILE
87672-88009 / ALT-84510-28829
EMAIL
PRS.MOHANTY@GAIL.COM
OFFICER –Branch Operations
(Bhubaneswar- Orissa)
Apr. 2007- Feb. 2008
HDFC Asset Management Co Ltd
 Handling Key role in Business process and Branch
Operations
 In-House Critical ,high value Transition processing
 Banking , Follow ups and Reconciliation
 KYC , Client Activation , HNI and Distributor relationship
building
 Banking , Reconciliation , Error Analysis and Escalation