Joshil Patel

Manager at EY/ Ex Authorised Officer at UBS

Role
Manager at EY
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Joshil Patel

Experience in managing a teams for all skill sets such as KYC Reviews,Periodic Reviews, Client On boarding, Transaction & Account monitoring, Alert Monitoring and cross team interaction with support teams, Customer Service Business Operations with key focus on top line profitability while ensuring optimal utilization of resources in the services industry. Expertise in ensuring compliance with all AML Laws, regulations, guidelines, written procedures, OFAC, CIP, KYC, Customer/ Transaction monitoring.

Experience

  1. Manager

    EY

    Jan 2025 — Present

Education

  • Guru Gobind Singh Khalsa Higher Secondary School, Jabalpur

    High school 12th

  • Guru Gobind Singh Khalsa Higher Secondary School, Jabalpur

    High School 10th

    2006 — 2007

  • Pioneer Institute of Professional Studies

    Master of Business Administration (MBA)

    2012 — 2014

  • St.Aloysius' College (Autonomous), Jabalpur (M.P.)

    Bachelor of Business Administration (B.B.A.)

    2009 — 2012

Skills

  • Risk Management
  • Portfolio Management
  • Financial Analysis
  • Finance
  • Microsoft Word
  • Public Relations
  • Business Strategy
  • Process Improvement
  • Analysis
  • Customer Service
  • Powerpoint
  • Microsoft Excel
  • Microsoft Office
  • Sales
  • Training
  • Business Analysis
  • Business Development
  • Project Management
  • Strategic Planning
  • Corporate Finance
  • Research
  • Public Speaking
  • Management
  • Leadership
  • Marketing

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