Simran Gutka
Service Relationship Manager @Ask Private Wealth
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WORK HISTORY
Service Relationship Manager @Ask Private Wealth
Mumbai, IN
Ensured accurate and timely client onboarding and account activation by adhering to First Time Right principles and defined turnaround times, managing form filling, KYC checks, and coordination with internal teams and manufacturers for AUM transfers. Executed transactions across diverse wealth management products, including PMS, AIF, and Mutual Funds, with precision. Delivered accurate and timely transaction reports and investment statements to ensure proper client investment capture.Efficiently resolved client and third-party queries through email and phone within defined turnaround times. Coordinated investment activities and provided support to Relationship Managers across all asset classes and investment products.Enhanced customer satisfaction by streamlining business processes and implementing critical checks. Delivered personalized client interactions, including timely report delivery and acknowledgment of key client events, while reducing risk and compliance issues.I have led a project in digital onboarding for PMS with ICICI Bank custody and the same is live in production. I am also a part of the ongoing CAMS digital onboarding for all the custodies like HDFC Bank, ICICI Bank & Axis Bank for individuals
EDUCATION
Aditya Institute of Management and Research (AIMSR)
PGDM
University of Mumbai
Bachelor of Commerce
ABOUT SIMRAN GUTKA
As an ambitious and determined professional with experience in operations, customer…
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