Keertana Chilvery
Service Relationship Manager @360 One Wealth
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WORK HISTORY
Service Relationship Manager @360 One Wealth
Managing the processes of PMS business to ensure best in class service to the clients, which are in compliance with the regulations & adherence to the internal policies and best recommending practices. Services provided to meet the requirement of HNI clients, where the quality-of-service expectation is precise different and expects a very superior level of service and treatment. Manage increasing Complexity and Volume of business. Timely delivery of accurate information to external as well as internal clients (i.e, Investors,Channel Partner and Sales). Ensuring account Opening within agreed TAT in coordination with various stake holders. Ensuring the escalations of customer compliant resolution within TATs across PAN India branches. Accurate and timely delivery of MIS reports to internal and external stake holders. Coordination with the vendors for required inputs. End to end documentation process from client empanelment till on board. Ensuring smooth functioning of Internal & External Audits and ensure all processes are in compliant with the regulatory guidelines. Ensure efficient handling of queries and requests within the define TAT. Identifying the Gaps in the existing process and implement the best recommended process in the industry. Various requirements with respect to PMS account opening process and controls implemented to PAN India Sales. To make the customer delight. Timely posting assurance, timely noting of rejection if any for faster remediation. Ensuring all the non-financial trxns are updated in the records & communication for the same to be informed to the clients as per the TAT. Freezing/Unfreezing the client’s accounts as per the instructions received.
EDUCATION
Andhra Education Society High School
Bachelor’s Degree
ABOUT KEERTANA CHILVERY
Senior Manager at 360 One Distribution Services Ltd
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