Mousumi Jana

Mousumi Jana has a diverse work experience in the finance and investment industry. Mousumi started their career at HDFC Asset Management Company in 2007, where they worked as a Client Manager for almost a year. Mousumi then moved on to Sprism Investment Services Pvt Ltd in 2008 and worked there as a Client Service and Relationship Manager until 2010.

In 2010, Mousumi joined EFG Wealth Management India Pvt Ltd in Bangalore and worked as a Customer Relationship Manager, primarily handling mutual fund back-end application processing and customer handling. Mousumi stayed with the company until early 2011.

Mousumi then joined Sundaram BNP Paribas Fund Services-RTA to Mutual Funds in 2011 and worked there for almost four years. In this role, they handled various responsibilities, including branch and client communications, customer care and back-office operations, KYC processes, and processing historical NAV transactions and high-value transactions.

In 2015, Mousumi joined TickerPlant Ltd as the South Head of Corporate Sales. Mousumi'sresponsibilities included collaborating with finance and treasury heads at corporates and banks to understand their treasury operations, identifying needs and business opportunities for treasury and risk management solutions, and implementing effective relationship management strategies.

Overall, Mousumi Jana has demonstrated their expertise in customer relationship management, client service, and sales in various positions throughout their career.

Mousumi Jana attended M.S.Ramaiah College of Arts Science & Commerce where they obtained a Bachelor of Science (BS) degree in Biotechnology. Mousumi also attended Presidency College, Bangalore where they earned a Master of Business Administration (MBA) degree with a focus on Marketing. Additionally, they have obtained certifications including being IRDA Certified and NISM Certified. The specific institutions and dates for these certifications are not provided.