Deepika Kanojia
Client Onboarding Executive
Mira Road
Summary
Seeking to join an organization that offers a dynamic and rewarding career path for ongoing personal and professional growth. Ready to contribute skills and expertise to a team that values innovation and excellence in reaching strategic goals. Passionate about tackling challenges and seizing opportunities to create a meaningful impact in a collaborative work setting. Committed to continuous learning and growth to excel in a fast-paced and competitive industry.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
Work History
Client Onboarding Analyst
Morgan Stanley (Rangam Infotech)
06.2024 - Current
- Sourcing and compiling information and documentation related to the client onboarding process
- Assisting in the maintenance of client onboarding-related systems and recordkeeping
- Creating ad hoc, daily, weekly, monthly and/or quarterly client onboarding metrics reports
- Supporting regulatory inquiries / inspections/applications, internal audits and compliance testing that impact the division
- Conduct reviews to identify potential exceptions to client onboarding policies and procedures
- Assisting in developing and designing new controls & processes within first line.
Client Experience Owner
Edelweiss Wealth Management (Now Nuvama)
02.2023 - 06.2024
- Onboarding of clients/partners via swift, Yield plus, Plum, Sales-ops, etc by gathering all the necessary documents while complying with the KYC guidelines.
- Opening Demat account for clients and partners, creating lead for the same, following up for its activation
- Empanelment of DSA by checking all the documents and creating a partner code
- Trade execution on behalf clients and partners after confirming prices and availability of paper from RM
- Managing LAS operations with respect to booking LAS loan in Loan origination system and loan management system along with its loan documentation activities.
- NCD/IPO - Bidding and banking more than 80 NCDs in a day on behalf of clients and partners. Assisting in realizing the block amount in case amount not release from bank by coordinating with bank through partner feedback.
- Adding client in Mutual fund and generating UCC, Uploading of NACH/AOF, Online transaction punch, sharing MF holding reports, Resolve problem like holding not reflecting, SIP not deducting by coordinating with AMC and partners feedback
- Resolving queries via calls and mails regarding the commissions and empanelment/modification of New/existing FDs, Mutual funds, etc.
- Other operational activities such as placing TR Entry for Fixed Deposit, Cameo, Transmission, etc.
Customer Support Officer
SBI Cap Securities
11.2021 - 09.2022
- Resolving clients queries through inbound calls via Ameyo.
- Achieving daily target of 70+ calls on daily basis
- Resolving queries through mails and giving appropriate resolution as per the organization for various investments and securities i.e. on trading, brokerage, mutual funds, withdrawal, etc
- Handling CRM via mails and reverting on the same in the given TAT and providing timely closure
- Redirecting queries to various channels like branches and managers for accurate resolution.
- Updating KYC as per requirements and managing activities of compliance whenever required
Education
SSC -
HOLY NAME HIGH SCHOOL
01.2014 - 01.2015
HSC - undefined
K.P.B Hinduja College of Commerce
01.2016 - 01.2017
B.COM - undefined
K.P.B Hinduja College of Commerce
01.2018 - 01.2021
Skills
- Proficient in computer applications
- Experienced with Microsoft Office applications
- Proficient in Microsoft Word
- Skilled in utilizing Microsoft Outlook for communication
- Advanced Excel skills
- Data retrieval using VLOOKUP
- Data analysis using pivot tables
- Skilled in analytical problem-solving
- Root-cause analysis
- Team collaboration and leadership
Personal Information
Nationality: Indian
Languages : English, Hindi, Marathi
Disclaimer
I hereby declare that all the above information is true and best to my knowledge.
Skills Acquired
- Strong business and analytical skills and ability to demonstrate sound judgment.
- Strong verbal and written communication skills.
- Collaborative attitude, with ability to interact with stakeholders of varying seniority.
- Goal oriented, follows through on tasks, remediation and implementation.
- Strong organizational skills and ability to handle the coordination of multiple priorities.
Timeline
Client Onboarding Analyst
Morgan Stanley (Rangam Infotech)
06.2024 - Current
Client Experience Owner
Edelweiss Wealth Management (Now Nuvama)
02.2023 - 06.2024
Customer Support Officer
SBI Cap Securities
11.2021 - 09.2022
B.COM - undefined
K.P.B Hinduja College of Commerce
01.2018 - 01.2021
HSC - undefined
K.P.B Hinduja College of Commerce
01.2016 - 01.2017
SSC -
HOLY NAME HIGH SCHOOL
01.2014 - 01.2015
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