Abhishek Sharma
Fund Accounting and Investor Services @NAV India
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WORK HISTORY
Fund Accounting and Investor Services @NAV India
Jaipur, IN
Conducted live demonstrations of NAV portal and NAV systems to potential customers, clients, or stakeholders. This involves showcasing how the product works, its functionalities, and answering any questions the participants may have.2. Facilitated seamless onboarding of new clients by overseeing the end-to-end process from initial contact to account setup and activation.3. Developed and implemented personalized onboarding strategies tailored to each client\'s needs, ensuring high satisfaction rates and retention.4. Conducted thorough needs assessments and consultations to understand client objectives and align services accordingly, resulting in increased client engagement and loyalty.5. Collaborated cross-functionally with onsite account managers, various departments at NAV India, and product teams to streamline processes and improve the overall client experience.6. Managed documentation and compliance requirements, ensuring adherence to regulatory standards and internal policies.7. Monitored client progress post-onboarding, providing ongoing support and troubleshooting to address any issues or concerns promptly.8. Assisting inhouse IT team on understanding client\'s requirements, running UATs and advising for further enhancements to give a white glove experience to the clients.
EDUCATION
Jaipur Engineering College
B.E., Electrical
Maheshwari Public School
12th, Science
ICFAI Business School
MBA, Finance & Marketing
ABOUT ABHISHEK SHARMA
Financial services professional with 14+ years of experience across client onboarding…
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