SAURABH SRIVASTAVA
Ghatkopar (W)
Summary
To contribute my banking experience and KYC/Wealth Management skills in a growth-focused organization.
- 6+ years of banking experience - Expert in KYC, Wealth Management & handling HNI clients - Strong in compliance, customer service & team coordination
Overview
6
6
years of professional experience
Work History
Manager, Wealth Management
Kotak Mahindra Bank
10.2018 - 11.2024
- Handled HNI clients and KYC verification
- Opened various accounts (Individual, NRE/NRO, Demat, Trading, MF)
- Managed client onboarding and relationships
- Ensured regulatory compliance
- Maintained MIS reports
- Trained team members
Education
B.Com -
Mumbai University
08-2017
Skills
- KYC & Compliance
- Client onboarding
- Team building
- Teamwork
- Customer Relationship Management
- MS Office & MIS Reporting
Hobbies and Interests
- Listening to music
- Traveling
- Cricket
Languages
- English
- Hindi
- Marathi
Personal Information
- Date of Birth: 16/05/97
- Marital Status: Single
Timeline
Manager, Wealth Management
Kotak Mahindra Bank
10.2018 - 11.2024
B.Com -
Mumbai University
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