ROHIT SINGH
Mumbai
Summary
Results-driven professional with a PGDM in Operations and NISM-Series-V-A Certification (NSE), bringing over 9 years of experience in service relationship management within the finance industry. Expertise spans across PMS, AIF, client investment portfolios, and mutual fund transactions.Skilled in managing BSE portals, processing MF transactions, and driving business development through process improvement and operational excellence in Servicing. Adept at supporting sales teams by streamlining workflows, enhancing client satisfaction, and optimizing financial strategies. Committed to delivering superior service and building strong client relationships in high-pressure environments.
Overview
10
10
years of professional experience
Work History
Process Excellence Manager
IONIC WEALTH
Mumbai
09.2024 - Current
- Specialized in service management, operations, and process optimization for UHNI & HNI clients.
- Efficiently manage all service-related queries and oversee day-to-day transactions, both online and physical, ensuring seamless client experience.
- Currently responsible for supporting RMs handling UHNI and High Net Worth Individuals (HNI)
- Contributed to operational efficiency by assisting in tasks such as the empanelment of Mutual Funds and Portfolio Management Services.
- Collaborated closely with the Service Head to design and implement process workflows and flowcharts, enabling newly joined Service RMs to grasp products and processes both technically and operationally.
- Proven ability to address client concerns and operational challenges, ensuring high standards of service and satisfaction
MANAGER
Motilal Oswal Wealth Limited
Mumbai
04.2021 - 09.2024
- Efficiently utilize the BSE portal for day-to-day mutual fund transactions and ensure thorough documentation for individual and corporate accounts.
- Regularly manage client investment portfolios for taxation purposes, providing accurate and timely reports.
- Successfully handle one of the largest RM portfolios, managing assets totaling 4300 crores, comprising exclusively HNI and corporate clients.
- Proficient in processing PMS and AIF redemptions while assisting clients in understanding performance values, capital gains, and other financial metrics to facilitate informed decision-making
- Assist clients in opening Equity Trading, PMS, AIF, PE, and Structured Product accounts while maintaining critical client relationship details, especially with direct promoters and partners of listed companies.
- Organize training programs and provide process guidance for newly joined employees, ensuring seamless onboarding and operational efficiency.
- Played an active role in hiring, contributing recommendations to enhance company productivity and profitability with quality talent.
Acting Team Leader (1.5 years)Led a team of three reportees, managing their schedules, attendance, and escalation handling.
Fostered team collaboration and ensured smooth daily operations through effective leadership and support.
SERIVICE RELATIONSHIP MANAGER
ICICI BANK WEALTH MANAGEMENT
Mumbai
11.2018 - 04.2021
- Handling 1500+ clients along with their five dedicated Relationship
- Managers holding book value of 120+ crores
- Periodic engagement with customers
- Business development by growth in Asset Under Management (AUM)
- Giving Financial advice to clients, portfolio review of HNI clients, and risk profile
- Handling day-to-day financial transactions of HNI clients
- Handling Inward & Outward Remittance of Multi-Foreign currency with a preferential rate.
OPERATIONS ANALYST
BookMyShow
03.2015 - 11.2018
- Client relationship management
- Handled Operations for multiple chains on PAN India level
- Timely providing any updated schedule related to shows to the clients
- Handling synchronization issues.
Education
PGDM - Opeartions
Welingkar Institute of Management
01.2021
Bachelor of Science - Information Technology
Mumbai University
01.2014
Skills
- Relationship Management
- Time Management
- BSE Portals
- Finnacle
- Database: SQL
- Microsoft-Excel Advanced
- Operational Efficiency Process Design, Implementation & Improvement, Product Training
- Team Coordination & Service Optimization
Timeline
Process Excellence Manager
IONIC WEALTH
09.2024 - Current
MANAGER
Motilal Oswal Wealth Limited
04.2021 - 09.2024
SERIVICE RELATIONSHIP MANAGER
ICICI BANK WEALTH MANAGEMENT
11.2018 - 04.2021
OPERATIONS ANALYST
BookMyShow
03.2015 - 11.2018
PGDM - Opeartions
Welingkar Institute of Management
Bachelor of Science - Information Technology
Mumbai University