Diya Patwal
Service Manager @FinEdge
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WORK HISTORY
Service Manager @FinEdge
Gurugram, IN
Handling day-to-day activities for both Indian and NRI clients, assisting them with all their service-related requirements and documentation. Managing the complete documentation process to ensure efficiency and compliance, including KYC processing, bank modifications, name changes, nominee updates, tax status updates, and transmission cases.Coordinating with AMCs to stay updated on their rules and regulations, ensuring all client requests are processed smoothly without delays. Following up on pending cases, resolving discrepancies, and providing end-to-end support to clients for investment-related services, folio consolidations, unclaimed dividends, redemption processing, and compliance with financial regulations.Committed to delivering seamless client service, maintaining accurate records, and optimizing financial operations for a hassle-free experience.
EDUCATION
SKS HIGHER SECONDARY SCHOOL
Higher Secondary Education ( CBSE ), Commerce (Accounts, Business Studies, Maths)
SARSWATI VIDHYA MANDIR UTTARAKHAND
Secondary Education, Secondary Education (Uttarakhand Board)
Delhi University
Bachelor of Commerce - BCom, Business/Commerce, General
ABOUT DIYA PATWAL
I assist both Resident and NRI investors with their complete service requirements, ensuring smooth and timely execution of every request. My role involves consistent coordination with AMCs, RTAs, and internal teams to deliver seamless support from start to finish.With a strong focus on accuracy, clarity, and follow-through, I aim to simplify financial processes and create a hassle-free experience for every investor. I’m committed to expanding my expertise in mutual fund operations, regulatory processes, and investor support to advance further in the financial services domain.
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