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Ruksar Ali

Client Growth Manager - Senior

Findola Capital Services Pvt. Ltd.
Corporate Branch
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About Me

I am Ruksar Ali, Senior– Growth Manager at Findola Capital Services Pvt Ltd, with over three years of experience in the mutual fund distribution and fintech industry. My professional journey has been focused on scaling digital financial platforms through strategic customer acquisition, investor engagement, and sustainable retention strategies.

I believe real growth in financial services comes from trust, education, and long-term relationship building rather than short-term results. With a client-first mindset and a data-driven approach, I focus on simplifying complex investment concepts into practical and user-friendly financial solutions that help investors make informed decisions with confidence.

My Professional Credibility

  • 3+ years of experience in fintech growth and mutual fund distribution
  • Expertise in customer acquisition, retention strategy, and investor engagement
  • Strong understanding of digital wealth management and financial education
  • Focused on data-driven growth with ethical and client-centric execution

What's My Purpose in Organization

As the Head – Growth Manager at Findola Capital Services Pvt Ltd, my purpose is to bridge the gap between modern investors and financial solutions by creating a trusted, technology-driven investment ecosystem focused on long-term wealth creation and financial awareness.

My Contribution to Client Success

I help simplify complex investment journeys through data-driven insights, investor education, and personalized financial guidance. My focus is on helping clients make informed financial decisions aligned with their goals, risk profile, and long-term financial vision.

My Role in Company Growth

I contribute to Findola’s growth by driving customer acquisition, strengthening client retention, expanding digital engagement, and building sustainable growth strategies that enhance long-term business value.

Professional Snapshot

I am Ruksar Ali, Head – Growth Manager at Findola Capital Services Pvt Ltd, with over 3 years of experience in the mutual fund distribution and fintech ecosystem. My expertise lies in growth strategy, client acquisition, digital engagement, and retention-focused business development. I strongly believe that sustainable growth in financial services comes from investor education, transparency, and trust rather than short-term performance metrics.

What Can I Do for You

Work Approach:

I follow a client-first and data-driven work approach focused on disciplined execution, ethical financial distribution, and long-term relationship building. My goal is to create meaningful investor experiences while contributing towards scalable business growth.

Explore Findola App

Goal-Based Investing | Golden Year SIP | 1-Minute SIP | Fast & Easy KYC

Plan • Invest • Track • Grow — All in One Powerful App

Get it on

My Growth performance Dashboard
Query Resolution Efficiency - 94% On-Time
94%
Client Retention Rate - 98%
98%
First Response Time - 89% Within 30 Minutes
89%
Client Satisfaction Score - 4.9/5 (~%)
98%
Portfolio Review Coverage - 81% Clients Coverted
81%
Client Goal Achievement Tracking - 66% on Track
66%
My Growth performance Dashboard
Behavioural Guidance Effectiveness - 88% Clients Stay invested
88%
Transaction Support Accuracy - 100% Error-Free processing
100%
Client Query Closure TAT - 87% within 24 Hours
87%
My Core Responsibilities

What I Do

Connection Buildup

Building trust through meaningful conversations to understand client needs, behavior, and financial mindset.

Client Onboarding

Smooth onboarding on the Findola app with seamless KYC completion, guided setup, and clear investment journey understanding.

Goal Planning and Execution

Designing clear financial goals and executing structured investment strategies to achieve them step by step.

Engagement (App / SIP / Workshop / Digital Meeting)

Regular engagement via app, SIP tracking, workshops, and meetings to keep clients informed and confident.

Scheme Selection Guidance

Providing research-based mutual fund selection aligned with client goals, risk profile, and time horizon.

Yearly Review

Annual portfolio review to track performance, rebalance investments, and align with changing goals.

My

Expertise

Total Experience
  • 3+ Years
Industry Experience
  • Mutual Funds
  • Personal Finance
  • Industry Experience
Key Skills
  • SIP Planning
  • Portfolio Guidance
  • Goal-Based Investment Strategy
  • Risk Profiling
  • Risk Management
Tools Using
  • CRM Systems
  • Findola App

Education & Certifications

Qualification: Bachelor of Arts (B.A.) in English, Anna University

Certifications: AMFI Certified – NISM Series V-A (Mutual Fund Distributors)

Learning Focus (optional)
Behavioral Finance, investor psychology, and AI-driven personalized wealth management strategies.

Work Principles

  • Maintain integrity and transparency in every recommendation and business interaction
  • Focus on long-term investor trust over short-term growth metrics
  • Drive sustainable growth through innovation, systems, and disciplined execution

Approach Towards Clients:Act as a financial growth partner by simplifying investing and helping clients make confident, informed financial decisions.

Growth Mindset / Target Approach:View targets as measurable milestones achieved through compounding efforts, strategic execution, and continuous improvement.

Personal Side

Hobbies
  • Playing Volleyball
  • Traveling
  • Listening Songs
Interests / Likes
  • Innovative technology
  • Personal finance
  • Stock market trends
Personality Traits
  • Self-motivated
  • Result-oriented
  • Highly collaborative

Vision & Goals

Career Goals: To establish Findola as a trusted household name in digital wealth management and financial awareness.

Skill Development Goals: To master advanced analytics, investor retention strategies, and technology-driven financial growth systems.

Long-Term Vision: To contribute significantly towards financial inclusion and investment awareness across Tier-2 and Tier-3 cities in India.

Declaration

  • To provide honest, transparent, and responsible financial guidance focused on long-term wealth creation.
  • To contribute to Findola’s growth by maintaining high standards of client service, trust, and professionalism.
  • To always prioritize ethical practices, client interest, and regulatory compliance in every interaction.

AMFI Registered Mutual Fund Distributor (ARN 161373)

Findola was started by Young, Dynamic and Experienced team with a motive to simplify the investment process and also to deliver right information to the investors along with unbiased preliminary advice to accomplish financial goals.

Business Adress
SLS Tower, 15th Floor, GP Block, Sector 5, Bidhan Nagar, Kolkata, West Bengal PIN 700091, India | Helpline: +91 8100600300

Findola Capital Services Pvt. Ltd. (with ARN code 161373) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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