Experience

Wealth Managers United (India) Private Limited
• India
• Financial Services
• 1 - 100 Employee
• Client Servicing Manager

  • Aug 2018 - Present


Vistra ITCL (India) Limited

• India
• Investment Banking
• 1 - 100 Employee

• Senior Officer

  • Jan 2018 - Aug 2018

  • Preparation of Job Engagements• Communication with clients• Raise invoices and follow up for Collections• Preparation of Monthly, Annual and any need based MIS• Verification of documents such as constitution, title, transaction etc.• Managing office administration• Supporting senior team members and clients in ancillary tasks from time to time as required• Assisting legal, business development and operations team• Authorized signatory

• Officer

  • Sep 2013 - Aug 2018

  • Preparation of Job Engagements• Communication with clients• Raise invoices and follow up for Collections• Preparation of Monthly, Annual and any need based MIS• Verification of documents such as constitution, title, transaction etc.• Managing office administration• Supporting senior team members and clients in ancillary tasks from time to time as required• Assisting legal, business development and operations team



MINDLOGICX INFATEC LTD

• Operations Executive

  • Feb 2012 - Aug 2013

  • Prepare reports of the work done/ pending. • Generating daily reports • Assign work to team member’s. • Keeping track of team member's progress on the assigned work. • Report preparation for PM's and other senior member’s. • Coordinate with project locations and understand the priority of the work. • Give the best training to contract employees about our process. • Prepare reports of the work done/ pending. • Generating daily reports • Assign work to team member’s. • Keeping track of team member's progress on the assigned work. • Report preparation for PM's and other senior member’s. • Coordinate with project locations and understand the priority of the work. • Give the best training to contract employees about our process.