Kajal Kurmi
Associate at Morgan Stanley
- Role
- Associate at Morgan Stanley
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Kajal Kurmi
Results-driven finance professional with over 6 years of experience across derivatives, equities, and cash management. Skilled in client onboarding, portfolio operations, and risk mitigation, with a proven track record of streamlining processes and enhancing service delivery. Currently working at Morgan Stanley on derivative account servicing and process transition initiatives, driving operational efficiency and client satisfaction. Previously contributed to J.P. Morgan’s Global Cash Management team and gained strong advisory experience with ICICI Prudential and Motilal Oswal. Passionate about delivering precision, insight, and excellence in every client interaction.
Experience
Associate
Aug 2024 — Present
Work within Client Relationship Group to build and manage relationship with High-net - individuals and institutional clients.Provide strategic wealth management advice, including portfolio construction, risk management and asset allocation to ensure client’s financial goals are met.Leverage Morgan Stanley\'s tools and resources to offer innovative, tailored solutions and create long-term value for clients.Collaborate with internal teams, including financial planners, investment strategists, operations and product specialists, to deliver comprehensive wealth management services.Managed onboarding of derivative accounts, ensuring due diligence, documentation accuracy, and compliance.Coordinated client service requests and account transitions across internal teams.Resolved Financial Advisor queries on equity transactions and portfolio activities.Handled daily operations including reconciliation, trade posting, and market event processing.Maintained data accuracy, proactive communication, and timely issue resolution.
Education
Mumbai University Mumbai
Bachelor in accounting and finance
2015 — 2018
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