Abhishek Tripathi

• Conduct independent research to gather and record data from external sources while onboarding Client.
• Responsible for ensuring and reviewing all Onboarding requests.
• Interact with various internal and external teams to make sure client needs are met.
• Working with sales to insure launch of new funds and it's onboarding.
• To setup fund/Accounts for same day trades and regular onboards
• Multiple account checking and reviewing of guidelines.
• Analyze problem and obtain and evaluate information to reach sound conclusions.
• Performing AML KYC Checks.
• Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
• Managed customer relations through communication and helpful interactions.
• Maintained relationships with customers to maximize sales opportunities.

Designation -Senior Account Manager

• Provided strategic planning advice and financial oversight for corporate stakeholders.
• Analysis of Financial intermediary fee involving variance analysis of fees expected vis a vis charged to the firm by investment service provider.
• Ensuing proper calculations of fees and special calculations on the basis of guidelines and requests.
• Meticulously facilitate client transactions by verifying the client letter of direction and making the corresponding inputs into the cash movement per client instructions with an eye to detail to avoid overdrafts and ASL's.
• Onboarding of wealth and institutional clients on respective platforms to ensure accurate reporting of Performance, accounting and portfolio summaries to the clients.
• Coordinating with investment associates by monitoring cash accounts daily and notifying them of cash movements for them to place trades, recover balances from the closed accounts, cover the overdrafts and tracking unusual movement in the cash balances.
• Monitoring of accounts closures on different platforms.
• Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.
• Worked with customers to develop strategic business and account plans.

Designation- Account Manager