Priyanka Sharma
New Delhi,DL
Summary
Experienced customer service manager with extensive experience in wealth management operations, specializing in client service, account opening, mutual fund investment operations and KYC compliance. Demonstrated ability to deliver exceptional service to HNI clients ensuring regulatory compliance. Committed to maintaining high standards of integrity and operational excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Services Manager - Wealth Management
Emkay Global Financial Services Ltd
10.2020 - Current
- Deliver exceptional service to high-net-worth clients, exceeding expectations and meeting their financial needs
- Assist with client onboarding and account maintenance, ensuring seamless customer experience
- Collaborate with compliance teams to resolve client issues and provide timely solutions
- Build and maintain comprehensive MIS to track and analyze transactions, ensuring data accuracy and identifying scope for process improvement
- Foster strong client relationships through effective communication, personalized service delivery
- Handle complaints, provide appropriate solutions, and alternatives within appropriate timeframes
Service Relationship Manager
IDFC First Bank
06.2018 - 10.2020
- Led a team of customer service representatives handling client inquiries and operational matters for investment accounts
- Managed client onboarding, collaborating with internal departments and clients to gather necessary information
- Provided exceptional service to institutional clients, fostering strong relationships and delivering value-added services
- Ensured timely, accurate delivery of reports and documents to concerned stakeholders
- Developed streamlined processes to improve efficiencies and enhance the client experience.
Deputy Manager
Kotak Mahindra Bank
01.2015 - 06.2018
- Expert in cash operations, ensuring accurate and efficient handling of funds
- Proficient in authorizing secure and timely transactions following protocols
- Skilled in providing excellent customer service by resolving complex HNI queries
- Strong expertise in smooth account opening and maintaining accurate records
- Experienced in conducting audits to ensure regulatory compliance
- Proficient in meeting KYC requirements and maintaining high levels of security and compliance.
Education
Post Graduate Diploma - Banking and Financial Support Services
NIIT Institute of Finance, Banking & Insurance Training Ltd
12.2014
Bachelor of Arts -
Delhi University
03.2013
Banking and Finance Diploma - Banking and Financial Services
Delhi University
02.2011
Skills
- KYC Operations
- Customer Relationship Management
- Compliance
- MIS Reporting
- Team Management
Certification
- Anti-Money Laundering Concepts: AML, KYC, and Compliance, Udemy, 2024
- Master Class - Wealth Management Certification Programme, Emkay Global Financial Services Ltd., 05/01/23, 07/01/23
Timeline
Client Services Manager - Wealth Management
Emkay Global Financial Services Ltd
10.2020 - Current
Service Relationship Manager
IDFC First Bank
06.2018 - 10.2020
Deputy Manager
Kotak Mahindra Bank
01.2015 - 06.2018
Post Graduate Diploma - Banking and Financial Support Services
NIIT Institute of Finance, Banking & Insurance Training Ltd
Bachelor of Arts -
Delhi University
Banking and Finance Diploma - Banking and Financial Services
Delhi University
- Anti-Money Laundering Concepts: AML, KYC, and Compliance, Udemy, 2024
- Master Class - Wealth Management Certification Programme, Emkay Global Financial Services Ltd., 05/01/23, 07/01/23
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