SHAYAN RUSI GANDHI

Managing more than 2000CR AUM.

1. Responsible for Client services as well as providing support to the Financial Advisors.

2. Deal with HNIs & UHNIs and then execute their financial n nonfinancial investment transaction

3. Learn advance systems for investment reporting & tracking Understand clients’ needs and resolve their queries.

4. To coordinate with High Net Individuals (HNI) for their documentation and assist them to have their accounts activated

5. Ensure Smooth on-boarding and creation of client in the system

6. Sharing Portfolio Reports and various statements on timely basis and on customer request

7. Ensuring smooth processing of Accounts and ensure clarity in documentation, with adequate record of updates and process flow

8. Control Mechanism for all deferrals/ exceptions

Managing More than 45 CR AUM

1. Monitoring MIS data to ensure timely dissemination of NAV statements to the organization’s clients.

2. Catering to the needs of asset and wealth managers, providing comprehensive support C service for all their requirements. I.e., fund movement, subscriptions, redemptions.

3. Maintain regular contact with clients which include face to face interactions to discuss future regarding fund raises.

4. To provide C maintain records of fund documents advisory agreements, distribution agreements, subscription agreements etc. Which is required by the sales team as well as client service team for fee related payouts as well as fee recoveries of the organization.

5. Ensure quality C client service at all touch points for clients.

6. To inform Clients regarding Mauritius fund operations, internal compliance requirements as well as keep them updated on the regulator requirements of FPI funds/FDI Funds as well as update them on pricings for the same.

7. Keeping myself updated about FPI fund regulations as well as GIFT city fund regulations or any other fund regulations C changes pertaining to FPI/FDI/AIF/Mutual funds.

8. To map compliances for the clients as per their own jurisdiction (SG/HK) on the organization’s Compliance mapping system.

9. Report generation activities done on Geneva accounting software aiding to meet critical timelines of the organization. To make factsheet for the Bermuda based funds of the organization.

• Hands on experience with trade terminal
• Real time price movement C trades placed along with the professors
• Learning about the technical C fundamental indicators as well as the basics of a stock market
• Learning about the practical knowledge required to be a trader