Vishal Ghanshyani

Client Onboarding Analyst at UBS | AML & KYC Specialist (Global Wealth Management) | Expertise in SDD & EDD

Role
Analyst at UBS
Location
Thane, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Vishal Ghanshyani

Highly Motivated with 5 years+ of experience in various sectors, majorly 4+ years in…

Experience

  1. Analyst

    UBS

    Feb 2023 — Present · Navi Mumbai, IN

    Performing SDD & EDD for various account types, including individuals,entities, trusts, and estates using COSIMA & LexisNexis.Perform Initial review of client request received from FA on new accountopenings by name and adverse media screening, SOW Corroboration,client profile review, document review based on account type.Analyze screening results to determine the relevance and risk level ofpotential matches, escalating high-risk cases to the appropriatestakeholders for further review and action.Investigate and resolve false positives by conducting additional researchand analysis to verify customer identities and assess potential risk factors.Obtain approvals from AML Supervisory teams if any PEP or negativenews found on the clients.Provide approvals for low to medium-risk account opening cases andprepare a risk assessment for further approval from Financial CrimeCompliance for high to very high-risk cases.

Education

  • Jhulelal Trust School

    SSC

  • SMT. CHM College, Ulahasnagar - 03

    Bachelor's degree

    2018 — 2020

  • Imarticus Learning

    Licentiate degree

    2022 — 2022

  • H.R. College Of Commerce & Economics

    HSC

    2016 — 2017

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Vishal Ghanshyani — Analyst at UBS in Thane, MH, IN | Unifers