Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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AKSHAT PRASHAR

Gurgaon

Summary

Portfolio Manager at American Express with expertise in KYC compliance and client onboarding. Proven track record in enhancing client relationships and streamlining processes, resulting in improved service delivery. Adept at collaborating with cross-functional teams and training new employees, showcasing strong leadership and effective communication skills.

Overview

10
10
years of professional experience

Work History

Portfolio Manager

American Express
Gurgaon
03.2017 - Current
  • Part of the Client Hierarchy - Centre of Excellence team.
  • Subject Matter Expert for the European and U.S. markets.
  • Responsible for the complete client onboarding process post-sales.
  • Responsibilities included configuring and maintaining the Global Corporate Client hierarchy.
  • Performed regulatory KYC, OFAC sanctions, and AML checks for onboarding global corporate clients.
  • Provided complete process training to all the new employees.
  • Enhanced client relationships through effective communication and personalized service delivery.
  • Collaborated with cross-functional teams to minimize the duration for client onboarding and enhance the customer experience.
  • Worked on various technical tools, such as SFT (Secure File Transfer), to enable secure data delivery to clients and third-party vendors.
  • Developed and maintained relationships with various third parties, such as SAP Concur, Oracle, and Zoho Corporation.

Associate Analyst

Vaco Binary Semantics LLP
09.2015 - 09.2016
  • I worked as an Associate Analyst on the Google Transit Maps Team for onboarding global transit feeds onto Google Maps.
  • Executed background checks and quality validations for travel agency feeds.
  • Onboarded multiple transit agencies successfully onto Google Maps.
  • Collaborated with multiple stakeholders for the successful launch of feed data.
  • Contributed to the improvement of Google Transit Maps process.

Education

B.Tech -

ITM University
Gurgaon
01.2015

Higher Secondary School -

D.A.V.Public School
Ambala City
01.2011

High School -

Army School
Ambala Cantt

Skills

  • Quick learner
  • KYC compliance
  • Leadership
  • Pressure management
  • Time management
  • Customer service
  • Adaptability
  • Client onboarding
  • Data security
  • Process training
  • Effective communication

Accomplishments

Received multiple recognitions within the team, as well as from the company leadership in global forums.

NPS Achiever Award.

Star Performer Award.

Quality Champ Award.

Affiliations

  • Avid follower of cricket and football
  • Enjoy playing PS5 in my free time

Timeline

Portfolio Manager

American Express
03.2017 - Current

Associate Analyst

Vaco Binary Semantics LLP
09.2015 - 09.2016

B.Tech -

ITM University

Higher Secondary School -

D.A.V.Public School

High School -

Army School
AKSHAT PRASHAR