Sanglap Gharai
Assistant Officer DBS Bank || Investment Banking & Financial Modeling || MBA || Engineer (ECE) ||
- Role
- Asst Officer at DBS Bank
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Sanglap Gharai
As an Assistant Officer at DBS Bank, I execute end-to-end onboarding of new clients…
Experience
Asst Officer
Jul 2023 — Present · Pune, IN
Executing end to end on boarding of new clients and taking care of KYC(end to end), due diligence(CDD & EDD), re-KYC of existing clients and FOREX transactions.2. Escalation handling.3. Dealing with products like Mutual Fund, AIF, and Fixed Income.4. Managing portfolio of HNI and UHNI Clients (Resident & NRI).5. Additionally do wealth planning for clients to manage their portfolio.6. Working on various tools to analyze the data and preparing structured presentable sheets and view board.
Education
Boston Institute of Analytics
Professional Course
Pune Institute of Business Management
Master of Business Administration - MBA
2020 — 2022
West Bengal University of Technology, Kolkata
B.TECH
2016 — 2020
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