POOJA SOLANKI
Mira Road
Summary
To be a part of a challenging and professional environment that will test my skills, education and experience. To seek a rewarding and challenging position that gives me opportunities for professional contribution and growth. Looking forward to achieve the best the industry has to offer and thereby offer my best to the industry.
Rich Experience of over 8 years in the field of Banking, Marketing and Customer Relationship Management with exposures majorly across Private Banks and Marketing Firms. Having helped organization with direct/indirect contributing towards bottom line; and now ready to take up a more responsible and challenging career path for self and organization betterment for a longer period on a sustainable aspect.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Onboarding and Service Lead - Founding Team
DEZERV
Mumbai
12.2021 - Current
- PMS onboarding setup managed as a founding team member. PMS application forms are being made, and the onboarding team set up in Mumbai, Bangalore, and Delhi.
- Tie up with KRA for KYC registration. Individually met with seniors at all KRAs for end-to-end setup.
- Tie up and end-to-end setup with two custodians for accounts for PMS purposes.
- Individual/Sole Service Manager for a set of UHNI clients belonging to three co-founders.
- Single Service Manager for the initial 1-2 years of the firm.
- Reporting system set up liaising with Wealth Spectrum.
- AIF/MF distribution managed for the first two years of the firm.
- Training mass affluent relationship managers on processes and various systems as a part of the founding team.
- Liaising with AMCs and custodies for Asset transfer ( Change of broker and Dematerialisation)
- First in the country to set up digital dematerialization of physical mutual funds (even before NSDL).
- Liaising with a known registrar for digital onboarding setup for PMS/AIF purposes.
- Worked closely with the Product and Tech teams for various internal processes and digital developments.
Wealth Customer Service Manager
Edelweiss Wealth Management Ltd
01.2021 - 12.2021
- Handling of service requests and queries of HNI clients in the wealth segment.
- Execution of transactions like Mutual Funds, PMS, Equity stocks at BSE platforms
- Processing equity, trading & derivatives related transactions
- Account opening for Demat, mutual funds, AIFs, PMS, and other direct investment-related services.
- Processing of bonds, secondary market deals, trade, structured products.
- Process adherence keeping Audit parameters in mind
- LAS related transaction and Account opening
- Escalation management of concerns raised by Clients and Sales team
- Team work pertaining to System Automations and Digital process built up
Wealth Customer Service Manager
Motilal Oswal Wealth Management Ltd
09.2018 - 01.2021
- Handling all service related request of clients
- Processing of Mutual Fund and PMS transactions request
- Processing equity, trading & derivatives related transactions
- Account opening for Demat, Mutual fund, AIF, PMS, etc
- Processing of Bonds, secondary market deals, trade, structured product
- Audit Handling
- Escalation resolution within TAT
Service Relationship Manager
Kotak Mahindra Bank Ltd
11.2014 - 08.2018
- Handling all service related request of Managed portfolio clients
- Processing of Mutual Fund request
- Processing DEMAT related transactions
- Processing remittance, covering rates for clients with the Treasury team
- Co-ordinating with multiple departments to execute non-financial banking service request
- Audit Handling
- Escalation resolution within TAT
Assistant Manager
HDFC BANK LTD
11.2012 - 08.2014
- Customer Relationship building through interpersonal skills and product knowledge
- Financial market insights and intelligence gathering through personal interest of seeking valuable knowledge
- Handling HNW customers by managing their banking and investments
- Managing a Classic banking portfolio for the privilege customers of the bank
- Client acquisitions and generating Revenue for the Bank through selling financial products
- Cross selling of various banking products to HNW customers
- Tapping competition and analyzing core strength and weakness of financial products
- Marketing Banking products to Walk-in clients
- In –Depth knowledge on products like CASA, Investment products like Fixed deposits, Recurring deposits, Insurance, FCY -cards, Trade Forex, Travelers Card, etc
- For further pitching
- Handling operational functional and Custodial functions at branch level
- MIS report formalization and data mining
Relationship Manager
ICICI SECURITIES LTD
04.2012 - 08.2012
- Managing all Demat and Trading accounts assigned to me
- Handling and maintaining relation with HNI clients mapped
- Regular meetings with HNI clients to keep their trading accounts active
- New accounts acquisitions
- Selling Multiple Financial products/services:
- Mutual Funds
- Bonds/Fixed deposits
- Life Insurances/ General Insurances
- Market Related Policies/Plans
- Regular updating to active traders
Event Manager
IMPRESARIO Event Management Company
03.2011 - 09.2011
- Managing accounts, billing
- Meetings with clients, manpower arrangements for various events
- Managing back-stage, and various activities on event, etc
Education
PGDBA-DLP -
Welingkar’s Institute of Management
01.2012
Masters in Commerce -
University Of Mumbai
01.2011
B. Com -
Bhavan’s College, Andheri, Mumbai
Andheri, Mumbai01.2008
H. S. C -
Bhavan’s College, Andheri, Mumbai
Andheri, Mumbai01.2005
S. S. C -
St. Francis High School
Mumbai01.2003
Skills
- Team management
- Custodial functions for PMS are set up
- Customer experience management
- Investor Relationship Management
- Banking products knowledge
- CRM
- HNW Lead Management
- Good communication and presentation skills for training and development
- Privilege Banking
- Banking operations
- Teamwork and collaboration
- Regulatory compliance
- Digital onboarding
- Client service
- Process improvement
Languages
- English
- Hindi
- Marathi
- Marwadi
Extracurricular Activities
Maharashtra State Level runner up 100mts in 2002.
Certified Make up artist by Femina ( 2014)
Dance coached by Melvin Louis ( 2018 to 2019)
Personal Information
- Date of Birth: 30th September 1987
- Gender: Female
- Marital Status: Unmarried
Additional Qualifications
Diploma in Web Designing, Windows Vista/XP
Certification
- NISM VI
Hobbies and Interests
Cooking is my alternate career. Wish to open a restaurant someday.
References
References available upon request.
Timeline
Onboarding and Service Lead - Founding Team
DEZERV
12.2021 - Current
Wealth Customer Service Manager
Edelweiss Wealth Management Ltd
01.2021 - 12.2021
Wealth Customer Service Manager
Motilal Oswal Wealth Management Ltd
09.2018 - 01.2021
Service Relationship Manager
Kotak Mahindra Bank Ltd
11.2014 - 08.2018
Assistant Manager
HDFC BANK LTD
11.2012 - 08.2014
Relationship Manager
ICICI SECURITIES LTD
04.2012 - 08.2012
Event Manager
IMPRESARIO Event Management Company
03.2011 - 09.2011
PGDBA-DLP -
Welingkar’s Institute of Management
Masters in Commerce -
University Of Mumbai
B. Com -
Bhavan’s College, Andheri, Mumbai
H. S. C -
Bhavan’s College, Andheri, Mumbai
S. S. C -
St. Francis High School
Similar Profiles
Vineet PKVineet PK
Team lead at DezervTeam lead at Dezerv
Shivani AggarwalShivani Aggarwal
Manager at Dezerv Investments Private LimitedManager at Dezerv Investments Private Limited
Aditya RaoAditya Rao
Investment Specialist at Dezerv Investments Private LimitedInvestment Specialist at Dezerv Investments Private Limited