This document contains a resume for Susheel Kumar Sharma seeking a managerial position in the banking sector. It summarizes his work experience including his current role as Assistant Manager at Sarsa Financial Advisory Services Ltd since 2010 where his responsibilities include compliance, customer service, staff training, and setting up an online mutual fund investment platform. It also outlines his areas of expertise including operations, processing, sales support activities and experience using the InvestWell software package.

1. Susheel Kumar Sharma
Mobile:+91 8696858646
E-Mail: SUSHEELSHARMARAJ@GMAIL.COM|SUSHILKUMERSHARMA@YAHOO.COM
Address– Malakheda Bazar Rajgarh, Teh: Rajgarh –301408,Dist – Alwar, State - Rajasthan
Seeking managerial assignment with a reputed organization preferably in banking sector and
encash my experience to increase profit and customer growth and deliver optimum services to
customers.
Professional Synopsis
Currently working as a Asst. Manager in Sarsa Financial Advisory Services Ltd, Jaipur (Rajasthan)
from Dec 2010. I found myself in 8 yrs of career a result driven and capable to demonstrate
leadership in complex operation environments. Establish clear view of work goals and guide others
towards achieving said goals. Key Responsibilities with Bank is Compliance, Customer Service and
sales. Prior to this I have around 7+ yrs operations experience in Mutual Fund Industry.
Areas of Expertise
1. Core Responsibilities with Sarsa Financial
Joined Sarsa Financial Advisory Services Ltd as Asst. Manager in Dec 2010 and my KRA is (70%
Compliance, Customer Service).
A. Staff Training & Development
Training about product and services for staff to achieve said gold and enhance problem
solving skill and training for planning to prioritize their tasks. Clearly communicate about
amendments and changes in circulars and bank guidelines to ensure proper compliance.
B. Set-Up the Platform for Online Mutual Fund Investment
In Sarsa Financial Advisory Services Ltd, I was to set-up a platform for Online Mutual Fund
Investment where investors need to register once after that they can buy & sell any of
available Mutual Fund schemes 24*7 via Sarsa Portal Regular daily morning huddles to
discuss daily planning for about problems.
C. Major ActivitiesDaily Basis
Mailing for feed file format to RTAs for different transaction type. (Pur/SIP/NCT). Update
scheme details on our Portal like sch-code, inv-amt, sell-amt, load, trn-charges etc. Verifying
details & KYC of registered Investors.
D. Customer Service
Processing customer requests related to COB - Banking, Stop Payment SIP, Account
Activation & Up-gradation, Updation of Customer Details, Nomination (Addition &
Cancellation), Transmission request etc.
E. Service Request Handling
Timely Nav and RTA Data update Daily Base Invest - well
F. Dealing in products like Mutual Fund , FD - Mediclaim – Life Insurance )
All Private & PSU Company FD, Mediclaim – Life Insurance best premium quote
G. Dealing Critical Customer Requests

2. Processing the critical customer requests like deceased claims, name addition & deletion,
signature Updation change, etc.
2. All Operations, Processing & Sales Supporting Activities Before & After Investment
Since Jan-2008, I am working with Mutual Fund Distributors in Jaipur and having rich experience
to handle operations and processing in Mutual Fund Investment.
At Executive Level
a) Checking and verifying all the application forms and relevant docs as per different AMCs.
b) Verify KYC Compliance of all holders in applications.
c) Keeping records of application forms and other docs before submission.
d) Submission of application forms either at different RTA or AMCs.
At Administrative Level
a) Making a manual of all operational & processing activities for new staff.
b) Resolving critical issues like Death Case, NRI Investment and Companies Investment etc.
Sales Supporting Activities
a) Preparing Financial Calculators using Excel Functions (XIRR,IRR,NPR,PV,FV,Rate,PMT)
(A).Retirement (D).Loan Calculator
(B).Children’sEducation (E).Goal Calculator
(C).Children’sMarriage (F).CostAveraging/ValueAveraging
b) Providing different reports to RMs to generate fresh business.
(A). NonSIPClientsData (D). InvestorDataAssetClassWise
(B). DeadHNI InvestorsData (E). InvestorwithHighReturns
(C). SIPCancellationReports (F). Preparing Analytical Presentations
c) Liaising with CAMS, Karvy & AMCs Personnel
3. Dealing to Sub Broker, Franchisee Channel
a) Providing them basic information about company, systemand all process.
b) Document verification & empanelment finalization of sub-brokers.
c) Training of mutual fund products, software, broker & investor portal and website.
d) Organizing investor awareness programs, campaigns and presentations for their investors.
e) Providing timely updates about new products opportunities in equity & other asset class.
f) Preparing brokerage payout of sub brokers.
4. Expertise To Operate InvestWell Software
I have 7+ yrs of experience to operate InvestWell Software since 2008. I operated its all versions
(offline module to latest ERP module)
5. Expertise In MS Word & Excel
Well versed with MS word and excel and familiar with computer. Good knowledge about mail
merge, excel’s financial and other functions like vlookup. Having basic knowledge of computer
formatting, installation, networking & troubleshooting
Career Path
 Working with Sarsa Financial Advisory Services Ltd |Jun-2010 To Till date |
 Worked with Lohiya Consultancy Services |JUN-2008 to May-2010|

3.  Before entering in Mutual Fund Industry, I was in teaching job for one years.
Academic Credentials
 10th (Ajmer Board ) From - Rajasthan
 12th (Arts, ) From – Rajasthan – Regular
 BA (Geography | Political Science | Social Science ) Rajasthan University (2007)
 MBA – (Finance ) Sikkim Manipal University (Distance Education - 2013)
 AMFI - Advisory Module AMFI Certification (20014)
Personal Details
Date of Birth 18nd May 1987
Marital Status Married
Language Hindi, English