Chaitra Lalitkumar

• Handling end to end digital onboarding for clients globally.
• Handling queries of clients pertaining to Global equities, Asset Management, ETF's for Ultra and High Net-Worth Individuals, family offices, and institutional investors
• Liaising with global banks, instruments, and issuers across asset classes , custodians of multiple jurisdictions and markets.
• Processing Transactions on Emails & coordinating for Funds confirmation.
• Maintaining MIS of client onboarding and fund tracker.

.Handling Distribution Channels.

· Managing client’s Onboarding END to END

· Ensuring account opening and documentation.

· Responding to client queries and grievances.

· Managing Direct HNI clients and Distributors like Motilal Wealth & Finance, ICICI Securities, ASK, LGT Wealth, IIFL Wealth etc.

· Checking and fetching CVL/KYC

· Setting up IPV/KYC, Managing Video IPV in case of IPV requirement.

· Handling Software like Salesforce & Wealth connect.

· Maintaining and updating client records on salesforce at periodic intervals and handling Relationship Mangers, Clients, and Operations Team.

· Managing the Digital onboarding of RI clients.

· Suggesting internal process improvements and creating SOPs.

· Processing Transactions on Emails & coordinating for Funds confirmation.

· Engage with multiple internal departments to resolve issues within specified TAT.

· Explaining reports to the client; capital gain statements, dividend reports performance fee calculation, etc.

· Conducting Training for the Newly onboarded distributor as well as refresher training for the existing one.

· Liaising with various Asset Management Companies and operations teams to keep track of all customer investments.

• Ensure highest standard of customer service is provided to Emirates customers, provide them with details on Emirates fares and actively issue online tickets and sell related products by identifying customer needs through rapport building, actively seeking out sales opportunities and promoting all Emirates related products
• Ensure set service quality levels are achieved for all customer interactions
• Issue Emirates tickets to customers ensuring that all necessary airline rules and regulations are incorporated, that customer request is met to provide them with excellent service
• Keep abreast of Emirates Group news and updates to ensure relevant professional and company standards are maintained.

Strategizing and monitoring the daily activities of customer service operations. Assisting customer service staff with duties where required.
Training staff in the areas of customer service and company policies. Investigating and solving customer service complaints.
Plan efficient duty allocations of manpower during duty periods for Customer Service Agents and provide support to the Airport Services Manager in case of flight disruptions, misconnections, and other passenger related disruption.
Supervises the airport team to ensure on-time flight closure on-time and working towards overall on-time performance.
Generate various reports and always keep the workplace neat and tidy as well as offering support to the Airport Services Manager in implementation of training and remaining sensitive in varying difficult situations at all times.

 Playing a key role in rendering efficient guest service and thus optimizing revenue
 Executing various customer service functions at the airport (check-in / boarding gate and ramp)
 Conducting all the allocations assigned as per the roster.
 Contributing to checking status of all flights including catering uplift and adjust as per requirement.
 Enabling safe and efficient operation of all activities at the airport
 Adhering to Airline standards and policies for all ground managing activities