AUM·ACCTS2,800+▲TAX·CLIENTS1,000+▲INS·BOOK100+▲EXPERIENCE6+ YRS▲MBA·RANK#2▲MBA·GPA9.0/10■CSAT·TEAM★ 2024·25▲CERTS4▲STATUSOPEN · UAE■AUM·ACCTS2,800+▲TAX·CLIENTS1,000+▲INS·BOOK100+▲EXPERIENCE6+ YRS▲MBA·RANK#2▲MBA·GPA9.0/10■CSAT·TEAM★ 2024·25▲CERTS4▲STATUSOPEN · UAE■
— A wealth-servicing record

JaniceTelma Rodrigues.

Investment operations & wealth servicing professional — six years of transaction precision, portfolio reconciliation, and high-volume client servicing within regulated financial environments.
Review the experienceView full CVjanice.rod@hotmail.com
Finance Executive

Portfolio ledger

LIVE

Assets under servicing

2,800+▲
Investment clients
1,000+▲
Tax clients
100+▲
Insurance book
6+▲
Years on desk
PoixePlus · Goa+6Y ▲
Goa, IndiaOpen to UAE
MBA Financial Services2nd University Rank4 Certifications2× Best Client Support
Begin reading ↓

§ 01 — Profile

On precision

"A results-driven finance professional managing a substantial assets-under-management book — advancing operational accuracy and regulatory diligence across investment, taxation, and wealth servicing."

Six-plus years across investment operations, wealth servicing, taxation, and compliance. Currently servicing an AUM portfolio of 2,800+ investment clients and supporting 1,000+ tax clients at PoixePlus — recognised for service excellence and operational accuracy in a regulated financial environment.

Operations
Investment & wealth operations
Operations
Mutual fund & equity transaction processing
Controls
Portfolio reconciliation & reporting
Controls
Financial documentation & controls
Compliance
Tax filing & regulatory compliance
Compliance
Insurance policy servicing
Client
Client relationship & service management
Client
High-volume client servicing

Recognition

Best Client
Support Team

Awarded for service excellence in 2024 and again in 2025.

2×Consecutive years
PoixePlus2024 · 2025

§ 02 — Record

By the numbers.

A high-volume servicing book, sustained over six years, with recognition for accuracy and client care.

No. 01

6+ Years

In investment operations, wealth servicing & taxation

Tenure
No. 02

2,800+

Investment accounts serviced across the AUM book

Investment clients
No. 03

1,000+

Tax clients supported with full regulatory compliance

Tax clients

&On the record.

2024 & 2025
Best Client Support Team — Recognition for service excellence
PoixePlus
Ongoing
100+ insurance portfolios serviced — life, health & general
PoixePlus
2019
2nd Rank, University Examination · MBA (Financial Services) · GPA 9/10
Goa University
Held
Four professional certifications across insurance & capital markets
IC-38 · NISM Series VA · NCFM · ICAI

§ 03 — Experience

The desk work.

Current · Flagship role
Nov 2021 – Present

PoixePlus— investment operations & client servicing.

Finance Executive — Investment Operations & Client Servicing · Margao, Goa, India

A financial services firm specialising in investment operations, tax planning, insurance, and wealth advisory.

  • ▸Oversee operational management of Assets Under Management across 2,800+ investment accounts.
  • ▸Execute mutual fund subscriptions, redemptions, switches, and equity transactions with accuracy and timeliness.
  • ▸Perform portfolio reconciliation and ensure alignment with internal records.
  • ▸File income tax returns for 1,000+ clients ensuring full regulatory compliance.
  • ▸Manage servicing of 100+ insurance portfolios across life, health & general lines.
  • ▸Coordinate directly with clients for documentation, compliance, and transaction confirmations.
  • ▸Awarded Best Client Support Team recognition (2024 & 2025) for service excellence.
●2,800+ investment accounts1,000+ tax clients100+ insurance portfolios
Client Servicing & Advisory Operations Support
May 2019 – Oct 2021

Milestone Financial Consultants

Margao, Goa, India · A brokerage firm specialising in mutual funds, stocks, and investment instruments.

  • ▸Processed client investment instructions across mutual funds and capital markets.
  • ▸Conducted detailed portfolio data reconciliation and performance tracking.
  • ▸Managed onboarding documentation and compliance verification.
  • ▸Supported senior advisors in maintaining operational efficiency.
Corporate Intern — Tax & Audit
Dec 2018 – Apr 2019

CA Ganesh Daivajna & Co.

Margao, Goa, India · Chartered accountancy practice — taxation and statutory audit.

  • ▸Filed GST returns (GSTR-1 & GSTR-3B) for multiple clients, maintaining compliance with statutory deadlines.
  • ▸Assisted in internal audits and strengthened compliance controls.

§ 04 — Education

The foundation.

Master of Business Administration · Financial Services

Goa
University

Taleigao, Goa, India · 2019 · GPA 9/10

Dissertation — "An Empirical Study of Scheduled and Non-Scheduled Events on Nifty 50," analysing event impacts and concluding that non-scheduled events exert a more significant effect on the index.

2nd
University Rank
Bachelor of Commerce

VVM's Shree Damodar College of Commerce & Economics

Margao, Goa, India · 2016 · Financial Accounting, Auditing & Taxation

71.15%
Aggregate

Software & Platforms

→MS Excel — Pivot Tables & VLOOKUPs
→Tally
→Income Tax Portal
→GST Portal
→CRM & documentation systems

Operations & Analysis

→Financial reconciliation
→Transaction processing
→Portfolio reporting
→Data accuracy & controls
→Written & verbal communication

§ 05 — Credentials

Licensed & certified.

Professional Standing

Certified across insurance & capital markets

Regulatory certifications spanning life insurance distribution, mutual fund distribution, and capital-market dealing — the statutory grounding behind six years of compliant, high-volume client servicing.

Certifications Held

01
IC-38 Certificate — Life Insurance
Insurance
02
NISM Series VA — Mutual Fund Distribution
Capital Markets
03
NCFM — Capital Market (Dealers) Module
Capital Markets
04
Course on IT Training (ICAI)
Professional

§ 06 — Next

Career focus.

Bringing a proven servicing record to a leading wealth-management environment in the UAE.

Seeking to bring proven investment-operations and client-servicing expertise to a leading financial institution in the UAE — contributing operational precision and regulatory diligence to a fast-paced wealth-management environment.

Personal Details

NationalityIndian
Marital statusMarried
RelocationOpen across the UAE

Languages

EnglishFluent
HindiConversational
KonkaniConversational

Availability

Open to relocation across the UAE. References available upon request.

§ 07 — Capabilities

The profile.

Strengths, servicing metrics, and the focal areas of operational expertise.

Servicing Metrics

6+
Years Experience
2,800+
Investment Clients
1,000+
Tax Clients
100+
Insurance Portfolios
4
Certifications
2×
Best Support Team

Strengths

Operational precision
Transaction processing
Client servicing
Reconciliation & controls
Regulatory compliance
Documentation management

Areas of Expertise

Mutual FundsEquity TransactionsPortfolio ReconciliationIncome Tax FilingGST ReturnsInsurance ServicingWealth OperationsClient RelationsRegulatory ComplianceFinancial Reporting

Recognition

Best Client Support Team
PoixePlus · 2024 & 2025

§ 08 — Correspondence

Let's
connect.

Open to investment-operations and wealth-servicing roles with leading financial institutions in the UAE. Available to discuss how operational precision and regulatory diligence can strengthen a fast-paced wealth-management desk.

Email
janice.rod@hotmail.com
Telephone
+91 85520 65486
LinkedIn
rodrigues-janice
Location
Goa, India · Open to UAE
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