Mohnish Solanki
Mumbai
Summary
Assistant Manager at Kotak Mahindra Bank Limited with a strong background in wealth management operations. Skilled in data reconciliation and effective communication, I excel at resolving client queries and enhancing portfolio reporting. Passionate about teamwork, I leverage my expertise in financial products to drive client satisfaction and operational efficiency.
Overview
4
4
years of professional experience
Work History
Assistant Manager
Kotak Mahindra Bank Limited
Mumbai
05.2021 - Current
- Knowledge of Wealth Management Operations.
- Record keeping and reconciliation of data.
- Transaction updates of various financial products, including mutual funds, debt, and equity.
- Client queries handling and resolution.
- Understanding in client portfolio report data.
Education
Post-Graduate Certificate - Finance
Welingkar Institute Of Management
Mumbai02-2025
Bachelor in Accounting And Finance - Finance
Ismail Yusuf College
Mumbai11-2021
Skills
- Microsoft Excel, Word, PowerPoint
- Good knowledge of equity, debt, and mutual fund products
- Data reconciliation
- Effective communication
- Problem solving
- Teamwork and collaboration
- Attention to detail and ability to maintain accuracy
Languages
Gujarati
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Timeline
Assistant Manager
Kotak Mahindra Bank Limited
05.2021 - Current
Post-Graduate Certificate - Finance
Welingkar Institute Of Management
Bachelor in Accounting And Finance - Finance
Ismail Yusuf College