Deeksha P.

About Deeksha P.

I am a client-focused finance professional with experience across wealth management operations, client servicing, and investment support, currently working as an Assistant Manager at 360 ONE. With a strong foundation in portfolio management, compliance, and relationship coordination, I specialize in ensuring seamless client experiences and efficient operational execution.Previously, I worked with IIFL Wealth / IIFL Portfolio Managers, where I supported Relationship Managers and Senior Relationship Managers in order management, client transitions, MIS reporting, CRM tracking, and investment-related communications. My role required close coordination across teams while ensuring strict adherence to regulatory and internal compliance standards.I hold an MBA in Business & Law from Roehampton University, London, which strengthened my understanding of financial strategy, legal frameworks, and business decision-making. I am also NISM-certified in Portfolio Management Services, enabling me to contribute effectively to investment operations and client portfolio processes.I am known for my attention to detail, analytical approach, and ability to build strong working relationships with internal stakeholders and clients. I thrive in fast-paced environments and am passionate about delivering high-quality service in the wealth and investment management space. Core Interests: Wealth Management Operations | Client Servicing | Portfolio Support | Investment Operations | Compliance Skills: Client Relationship Management | Financial Analysis | CRM (Salesforce)| MIS Reporting | Process Compliance

Experience

1. Audit Specialist

   RGIS - UK

   Apr 2024 — Present

Education

• University of Roehampton

  Master of Business Administration - MBA

• University of Roehampton

  Master of Business Administration - MBA, International Business, Trade, and Tax Law