Swati Choudhary
About Swati Choudhary
Swati Choudhary is an Investment Operations Manager at Klub, where she oversees investment processes and maintains transaction activity dashboards for senior management. She has a background in finance and operations, with previous roles at IDFC FIRST Bank, Capital First Limited, and IDBI Federal Life Insurance.
Current Role at Klub Works
Swati Choudhary serves as the Investment Operations Manager at Klub, a position she has held since 2021. In this role, she is responsible for maintaining live transaction activity dashboards for senior management, ensuring transparency and efficiency in investment operations. She coordinates with fintech, payment gateway, and banking partners to streamline investment processes. Additionally, she has implemented productivity initiatives aimed at enhancing the efficiency of investment operations.
Previous Experience in Investment Operations
Prior to her current role, Swati Choudhary worked at IDFC FIRST Bank as a CPA Manager from 2018 to 2021. During her tenure, she monitored and ensured turnaround times for investment operations, escalating issues when necessary to maintain service standards. She also held the position of Associate Manager Operations at Capital First Limited for six months in 2018. Earlier, she worked as an Investment Advisor at IDBI Federal Life Insurance for three months in 2017 and completed an internship at BooksBeka Online Solutions Private Limited in 2016.
Educational Background
Swati Choudhary completed her Bachelor of Technology (B.Tech.) in Computer Engineering at Poornima College of Engineering from 2011 to 2015. She further pursued her education at the Kirloskar Institute of Advanced Management Studies (KIAMS), where she obtained a Post Graduate Diploma in Management with a focus on Finance and Operations from 2016 to 2018. Her foundational education was completed at Saint Paul School, where she studied from 1996 to 2011.
Skills and Responsibilities
In her role as Investment Operations Manager, Swati Choudhary is skilled in monitoring investment operations and ensuring compliance with service standards. She works closely with Non-Banking Financial Company (NBFC) partners to understand and manage investment processes across various products. Her responsibilities include maintaining dashboards for management oversight and coordinating with various partners to enhance operational efficiency.