Aalok
Investment Service Manager
MaleSales representativeLive in MalaysiaNationality
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Work experience
Investment Service Manager
ASK Private Wealth2023.09-Current(3 years)(2 years 4 months) Branch Management Client Onboarding Investment Servicing KYC & AML Regulation OPS Portfolio Management Transaction Processing Improving Quality of OperationsService Manager Private
ICICI Bank2021.01-2023.11(3 years)3 years 11 months (2 years 11 months) INDIA 1. Providing client service support in: • Accepting and placing transactions orders upon HNI Clients request • Responding to client inquiries on documentation, account activity, statement information, securities transfers, security information, general product and/or service information • Research and initiate corrections in the transaction and/or account errors Liaison with Operations/Product teams, group service providers, and dealers • Create MIS reports of the client portfolio. • Ensure compliance and processes are adhered to in all internal and external communications • Handling of Trade and Forex Transactions. 2. Providing support to the Management by: • Maintaining existing accounts of Private Banking Clients and Large Corporates Creating and maintaining client files, obtaining required documentation • Initiating client contact via phone/meetings as needed • Review client portfolio Fulfilling Internal Audit and Internal control requirements • Ensuring regular updations of Risk Profiling and Family Mapping of all customers • Get existing customers to primarily bank with us by creating Hooks • Handling customer requests and operational part • Handling Queries and Escalations • Ensuring the highest levels of service for Private Banking ClientsTalent Acquisition Specialist
SkillKart2019.04-2019.11(8 months)• Interacts with the clients (Private Banks, MNC’s and Pvt Ltd companies) to understand their talent needs & recruiting requirements • Clearly understands the job responsibilities & the overall job requirements • Builds candidates sources by researching and using media and internet sites, generating referrals, creating a potential talent database • Attracts applicants by placing job advertisements; contacting candidates, using job sites & networking portals, maintaining rapport with candidates • Determines candidates fitment by comparing qualifications & skills to the client job requirements; pre-screening; analyzing responses; verifying references • Scheduling the candidate interviews with the client & ensuring coordination & delivery at all stages of the evaluation process • Ensures smooth offer negotiation, acceptance & closure along with the joining of the candidate as per the client • Updates industry knowledge by participating in knowledge sharing sessions; reading industry updates; maintaining personal networks • Workforce planning and employment(Internal Hiring) • Interviewing candidate Face to Face • Human Resource Development (Training) • Managing gaps in the Organization • On-Boarding Candidates & InductionTeam Lead
Amazon2018.09-2018.11(3 months)• Team handling of 2 supervisor along with delivery associates for delivering ordered goods on time • Taking care of excellent services of prime members • Handling overall operations of delivery station from in-warding from Fulfillment center to Delivery • Working on rotational shifts along with team • Using ZRBI system for routing to bring efficiency in delivery • Got excellent work certificate from ZONAL HEAD and STATION MANAGERFinance Intern
Hero Cycles Ltd2018.06-2018.08(3 months)• Understanding the overall working of Hero Cycles at the plant • Day to day analyzing the end to end working From getting orders to dispatching Orders • Financial bills verification • Bidding of dispatching Trucks • Enhancing Quality of operation on the ground for reducing the cost of hiring Trucks • Got excellent certification on my Project
Educational experience
Punjab Technical University
Administration - MBA, Finance and HR2017.01-2019.01(2 years)Kamla lohtia sanatan dharam college
Commerce, Business/Commerce, General2014.01-2017.01(3 years)
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