Rajesh Chindarkar

Deputy Manager (Dm Ii) @ICICI Bank

Mumbai, IN

End-to-End Private Banking Operations for High Net Worth Individuals:• Investments, Account Servicing, KYC, Customer Onboarding.• Performing day-to-day account administration including vetting documents, safekeeping, and maintaining client data in the system.• Ensuring smooth daily processing of Private Banking transactions - new, settlements, and corporate actions.• Conducting first-line checks of clearing and custody for securities and investment transactions, as well as reconciliations.• Collaborating closely with business and other operational departments to support daily processing and settlement, facilitating Relationship Managers for the smooth functioning of financial and account maintenance activities for HNI clients.• Conducting periodic reviews and identifying documental/transactional risks to explore mitigating measures where possible.• Carrying out periodic KYC reviews of existing customers, account opening, and onboarding of new customers.• Reviewing and enhancing workflows and procedures to achieve operational efficiency.NRI Banking services related to:• NRE, NRO, Call Accounts, dealing with offshore banking services.• Long & Short-term deposits, bonds, and international fund Investments for global private banking clients.Interacting with clients for their financial and service transactions.• Handling inquiries post-investments related to bonds, international funds, Loan against deposits, Leverage transactions, FCPP, and RPP bookings.• Conducting processes such as CDD, EDD, RRM, Forex transactions, inward and outward remittance transactions for NRI customers.

University of Mumbai

Bachelor of Commerce