Himani Shah
Mumbai
Summary
Having 11+ years of total experience in Customer Service, branch banking. Resourceful as Service Relationship Manger in Private wealth Management. Strong Professional with a MBA focused in Finance from NMIMS.
Overview
11
11
years of professional experience
Work History
Service Relationship Manager
360 ONE WAM LTD
Mumbai
11.2021 - 05.2024
- Managed and fulfilled back-end requirements for various clients
- Resolved queries, shared reports, and processed investment transactions for diverse range of products like AIF, PMS, Private Equity, Real Estate Funds and MF.
- Performed follow ups with clients, AMC, RTA.
- Serviced clients while adhering to process and KYC regulations.
Customer Service Manager
Motilal Oswal Wealth Management Ltd
Mumbai
06.2018 - 10.2021
- Servicing 300+ HNI Wealth Families.
- Processing Financial Transactions. (Mutual Fund, PMS, AIF, Structure Products, IREF)
- Supporting RMs in smooth client onboarding process with complete documentation for A/C opening.
- Coordinated with clients and internal departments and AMC to ensure timely responses to client queries.
- Managed various service requests such as broker change, AUM transfer, and stock transfer.
Client Engagement Manager
Indusind Bank Ltd
Mumbai
09.2016 - 06.2018
- Work as Back-up and support RM to 2-3 Exclusive RMs and help in broadening Client Coverage of their mapped base.
- Help to Grow CASA Book by opening Exclusive Family Accounts of Primary customers and Grouping them together.
- Process client service request like charges reversal, mobile/email/address change, statement, debit card cancellation, issuing new debit/credit card.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients
Customer Relationship Executive
Thomas Cook India Ltd
Mumbai
08.2015 - 09.2016
- Handling of retail forex transactions through walk-in, as well as referrals from existing clients, and telephonic enquiry.
- Looking after encashment of forex of Foreign National.
- Facilitation of client relations for good customer base, lead generation & prospecting.
- Handling Forex Transactions – Telegraphic Transfers, Business Transaction and Student Higher Studies using Mercury FX software.
- Selling of Multicurrency Forex Card and One Currency Card.
- Converting more leads into a transaction with strong follow ups and diverting them to nearby branches.
Account Acquisition Manager
Kotak Mahindra Bank Ltd
Mumbai
05.2013 - 08.2015
- Acquisition of customers through direct sales to walk-in, as well as referrals from existing clients.
- Account Opening – Current & Saving A/C, Fixed Deposits, NRI & Foreign National A/C.
- Ensuring High Customer Focus.
- Generation of referrals from internal database.
- Enhance the value of existing accounts of Current Account & Saving Account customers.
- X-Selling Investment products like Mutual Funds, Insurance.
- Resolved problems, improved operations and provided exceptional service
- Improved operations through consistent hard work and dedication
Education
Module V-A: Mutual Fund Distributors Certification -
NISM
MumbaiMBA - Post Graduate Diploma in Banking And Finance
NMIMS
MumbaiBachelor of Management Studies - BMS in Finance
Nagindas Khandwala College
MumbaiHigh School Diploma -
NL College
MumbaiSkills
- Communication Skills
- Wealth Management Customer Services
- Microsoft Office
- Hard Working
- Financial Transaction
- Continuous Improvement
- Team Work
- Product Knowledge
- Customer Oriented
Timeline
Service Relationship Manager
360 ONE WAM LTD
11.2021 - 05.2024
Customer Service Manager
Motilal Oswal Wealth Management Ltd
06.2018 - 10.2021
Client Engagement Manager
Indusind Bank Ltd
09.2016 - 06.2018
Customer Relationship Executive
Thomas Cook India Ltd
08.2015 - 09.2016
Account Acquisition Manager
Kotak Mahindra Bank Ltd
05.2013 - 08.2015
Module V-A: Mutual Fund Distributors Certification -
NISM
MBA - Post Graduate Diploma in Banking And Finance
NMIMS
Bachelor of Management Studies - BMS in Finance
Nagindas Khandwala College
High School Diploma -
NL College
Similar Profiles
Kabir KumarKabir Kumar
Legal Intern at 360 ONE WAM LimitedLegal Intern at 360 ONE WAM Limited
Eman SaeedEman Saeed
Senior HR Manager at Wolverine Advanced Materials, LLC (WAM)Senior HR Manager at Wolverine Advanced Materials, LLC (WAM)
Honoka MineHonoka Mine
Cram School Teacher at Individualized Instruction WAMCram School Teacher at Individualized Instruction WAM
Antara GuhaAntara Guha
Senior Product Manager at JP Morgan ChaseSenior Product Manager at JP Morgan Chase
Jardine MonteiroJardine Monteiro
Associate - EMEA LDCM Transaction Coordinator at Deutsche Bank UKAssociate - EMEA LDCM Transaction Coordinator at Deutsche Bank UK