Macline Seles Xalxo
Bengaluru
Summary
Result-driven Finance Professional with 5+ years of experience across Customer Success, Business Development, and Financial Advisory. Expertise in AML, KYC, Compliance, Client Relationship Management, Financial Planning, and Risk Mitigation. Adept at identifying operational risks, optimizing customer portfolios, and ensuring adherence to regulatory guidelines.
Overview
6
6
years of professional experience
Work History
Account Manager
Anand Rathi Wealth Ltd
05.2023 - Current
- Manage client onboarding processes with thorough KYC documentation checks and AML compliance measures.
- Assist in developing and implementing sales strategies to achieve revenue goals and cross-sell financial products.
- Conduct portfolio analysis and restructuring while ensuring regulatory adherence to SEBI and AMFI guidelines.
- Conduct regular compliance reviews and maintain updated client records aligned with internal and regulatory standards.
- Identify upselling opportunities while ensuring customers’ risk profiling and investment suitability.
- Resolve client issues promptly, preventing potential escalations and ensuring regulatory documentation for all interactions.
- Stay updated on market trends, regulatory changes, and competitive activities.
Customer Success Executive
Groww
12.2021 - 06.2023
- Facilitated Mutual Funds servicing by ensuring KYC verification, onboarding checks, and monitoring client profiles.
- Supported regulatory compliance efforts by escalating suspicious activities and ensuring customer data confidentiality.
- Delivered superior customer experience through effective query resolution and step-by-step troubleshooting.
- Maintained high customer retention and loyalty while adhering to ethical and regulatory standards in customer communications.
- Promoted compliance with internal policies, SEBI regulations, and privacy guidelines.
Finance & Business Development Executive
Money Tree Investor Services
04.2019 - 04.2020
- Delivered business advisory services with strong emphasis on AML compliance and client risk assessment.
- Conducted forecasting, financial analysis, and supported cash flow optimization efforts.
- Restructured business operations to enable efficiency and compliance with financial regulations.
- Maintained structured documentation for client onboarding, monitoring, and periodic compliance checks.
- Provided support in audit processes and regulatory reporting for clients and internal stakeholders.
Education
Post Graduate Diploma - Financial Management
Xavier Institute of Development Action and Studies
01.2018
Bachelor of Commerce - Taxation
St. Aloysius College (Autonomous)
01.2015
Skills
- AML
- KYC
- Compliance
- Risk Management
- Mitigation
- Client Relationship Management
- Financial Analysis
- Reporting
- Sales Strategy
- Planning
- Business Development
- Portfolio Management
- Cross-Functional Collaboration
- Process Improvement
- Troubleshooting
- Regulatory Compliance
- Documentation
- MS Excel
- MS Word
- PowerPoint
Languages
English
Hindi
Timeline
Account Manager
Anand Rathi Wealth Ltd
05.2023 - Current
Customer Success Executive
Groww
12.2021 - 06.2023
Finance & Business Development Executive
Money Tree Investor Services
04.2019 - 04.2020
Post Graduate Diploma - Financial Management
Xavier Institute of Development Action and Studies
Bachelor of Commerce - Taxation
St. Aloysius College (Autonomous)
Similar Profiles
Anunaya MarimuthuAnunaya Marimuthu
Account Manager at Anand Rathi Wealth LtdAccount Manager at Anand Rathi Wealth Ltd
JAYESH GARGJAYESH GARG
Intern at Anand Rathi WealthIntern at Anand Rathi Wealth
Kanchana SelatKanchana Selat
Vice President - Client Relations at Anand Rathi Wealth ManagementVice President - Client Relations at Anand Rathi Wealth Management
Hameeda SHAIKHameeda SHAIK
Senior Officer at Sequel Logistics Pvt LtdSenior Officer at Sequel Logistics Pvt Ltd
Sandhya Rani GatakalaSandhya Rani Gatakala
Senior System Validation Engineer at Polaris India Private LimitedSenior System Validation Engineer at Polaris India Private Limited