Anupama Prabhu

Senior Manager Client Servicing Private Wealth @Centrum Wealth

Pune Camp, IN

Currently, I oversee comprehensive business unit operations, specializing in streamlining mutual fund applications and diverse financial transactions, consistently meeting turnaround times to prevent operational lapses. My expertise spans managing a broad portfolio of financial products, including PMS, NDPMS, AIF, Bonds, FDs, Unlisted Securities, NCDs, Trading Accounts, and Centrum ICDs. I ensure flawless execution for DP and PMS accounts, consistently achieving a 100%\"first-time right\" quality assurance rate. I\'m also responsible for robust Channel and Referral Partner Management, fostering strong relationships and optimizing collaboration. A key part of my role involves securing inclusive compliance certifications for team members and conducting meticulous Know Your Customer (KYC) verification for broking clients, thereby enhancing regulatory adherence.Furthermore, I facilitate KYD verification for channel partners and IFAs to secure business referrals and proactively manage client follow-ups for timely payments. Beyond operations, I cultivate robust and enduring client relationships, consistently generating repeat business and valuable referrals, while delivering exceptional service that significantly contributes to high client retention. I effectively resolve all client inquiries, requests, and complaints within stipulated timeframes. On the administrative front, I manage branch petty cash reconciliation, ensuring unwavering accountability, and orchestrate the prompt and accurate disbursement of vendor payments, preventing any delays.

Model College, Dombivli

Bachelor of Arts - BA