Abhishek Sharma

Fund Accounting and Investor Services @NAV India

New Delhi, DL, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2021 — Present

Fund Accounting and Investor Services @NAV India

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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

2002 — 2006

Jaipur Engineering College

B.E., Electrical

2001 — 2002

Maheshwari Public School

12th, Science

2007 — 2009

ICFAI Business School

MBA, Finance & Marketing

ABOUT ABHISHEK SHARMA

Financial services professional with 14+ years of experience across client onboarding…

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Abhishek Sharma — Fund Accounting and Investor Services at NAV India in New Delhi, DL, IN | Unifers