Rachita Singhania
Mumbai
Summary
Customer Service Manager with extensive experience in client onboarding and financial transaction processing. Demonstrated expertise in quality assurance and process automation, resulting in consistently high client satisfaction. Skilled in managing diverse service requests while enhancing customer relationships and driving operational efficiency.
Overview
9
9
years of professional experience
Work History
Customer Service Manager
Ionic Asset Management
Mumbai
04.2025 - Current
- Executed comprehensive processing and review of PMS and GIFT account opening forms.
- Ensured timely opening of all account types within T+1 turnaround.
- Addressed client queries via phone and email to provide effective support, and facilitated efficient resolution of post-account client inquiries.
- Identified client funds and managed end-to-end deployment processes.
- Defined processing standards and turnaround time for client onboarding team.
- Collaborated on automation initiatives to enhance onboarding efficiency.
Customer Care Executive
ASK Wealth Advisors Pvt Ltd
Mumbai
03.2024 - 03.2025
- Handled over 80 HNI clients with a portfolio exceeding 1200 crore, achieving less than 2% transaction rejections.
- Managed a team of 2, ensuring timely completion of all activities and transactions.
- Established processes for pre-account opening team to enhance operational efficiency.
- Resolved client queries within defined turnaround times, maintaining high satisfaction levels.
- Delivered exceptional customer experience to HNI and UHNI clients consistently.
Sales Relationship Manager
WhiteOak Capital Management
01.2024 - 03.2024
- Engage HNI and UHNI clients to assess financial requirements and recommend suitable products (PMS, AIF & MF)
Customer Service Manager
Marcellus Investment Managers Pvt Ltd
01.2021 - 12.2023
- Managed a team of 4 employees, ensuring seamless execution of diverse service requests.
- Developed comprehensive processes and SOPs for PMS & AIF within client support operations.
- Addressed all investor queries post-onboarding, achieving less than 4% rejection rate.
- Contributed to self-serve portal development, enabling investors to initiate requests independently.
Financial Planner
Motilal Oswal Wealth Management
07.2020 - 01.2021
- Facilitated timely delivery of portfolio reviews in accordance with deadlines.
Customer Service Manager
Motilal Oswal Wealth Management
12.2016 - 01.2021
- Managed over 50 high-net-worth individuals, overseeing a portfolio exceeding 1000 crore.
- Executed diverse financial transactions with rejection rates below 2%.
- Resolved client inquiries within defined turnaround time standards.
Customer Service Specialist
J.P. Morgan Chase
06.2016 - 12.2016
- Served as credit card specialist, managing inbound calls and addressing credit card inquiries.
Education
MBA - Finance
Welingkar Institute of Management
Mumbai04.2021
Masters of Commerce -
Mumbai University
Mumbai04.2018
Bachelors in Management Studies - Finance
Nagindas Khandwala College
Mumbai04.2016
Skills
- Client onboarding and account management
- Financial transaction processing
- Quality assurance and process automation
- Customer relationship management
Languages
Hindi
First Language
English
Proficient (C2)
C2
Gujarati
Advanced (C1)
C1
References
References available upon request.
Timeline
Customer Service Manager
Ionic Asset Management
04.2025 - Current
Customer Care Executive
ASK Wealth Advisors Pvt Ltd
03.2024 - 03.2025
Sales Relationship Manager
WhiteOak Capital Management
01.2024 - 03.2024
Customer Service Manager
Marcellus Investment Managers Pvt Ltd
01.2021 - 12.2023
Financial Planner
Motilal Oswal Wealth Management
07.2020 - 01.2021
Customer Service Manager
Motilal Oswal Wealth Management
12.2016 - 01.2021
Customer Service Specialist
J.P. Morgan Chase
06.2016 - 12.2016
MBA - Finance
Welingkar Institute of Management
Masters of Commerce -
Mumbai University
Bachelors in Management Studies - Finance
Nagindas Khandwala College
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