Mohit Chaudhari

About Mohit Chaudhari

With over 10 years of experience in Wealth Management industry, I have cultivated a deep…

Experience

1. Service Relationship Manager

   360 One Wealth

   Jun 2022 — Present · Saket, IN

   Processing of Error-free transactions based on the client\'s consent. Handling transactions like Mutual Funds, Direct Equity Trades, Structure Product Trades, Bonds, AIFs, FDs, MLDs, PMS, Unlisted Equity, IPOs Secondary Market Trade, LRS, OFF-Market Transfer, Corpus Out, Loan Disbursement, Loan Principal and Interest payments, AIFs Unit transfer etc. Collaborate with the product team and clients to finalize the steps to acquire unlisted shares. Providing daily updates to the relationship managers on actionable and tracking/resolving the same. Review clients\' portfolios with RM for improvement in services. Effectively liaisoning with the documentation team, client and RM for end-to-end smooth processing. To ensure complete resolution of queries and co-ordinate till the accounts are opened. Helping the associates of clients like chartered accountants, auditors, finance team, lawyers, etc. for their requirements related to the client’s overall wealth. Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation. Sending reports to the clients as per the request given by the client. Liaison with Operations/ Product teams, group service providers and dealers for product & process classification. Processing of Non-Financial Transactions; such as Contact updation, Address updation, change of bank, Nominee updation, POA updation, POA revocation, Change of POA, Pledge, Unpledge, Reduction of commitment amount, Broker code change, Tax status change, Minor to Major, Dormant account activation etc. Coordinate with the clients to complete the CRISAL survey. Courtesy call to clients for feedback/improvement in service. Coordination for client birthday’s gifts, gifting on special occasions and client events. Always focus on FTR (First Time Right) & TAT (Turnaround Time) to process the transactions. Transmission and Dematerialization of physical shares.