Bhakti Dave — Product Manager
Working professional in NRI services for Equity , Pms, Mutual funds, operations management, and leadership, I have contributed in streamlining processes , Nri onboarding, HNI client coordination, Client meetings, Problem solving and enhancing service delivery. Have a strong foundation in Nri operations, Nri Kyc documents, leadership skills , Customer service and client-focused solutions.
Stackforce AI infers this person is a Fintech professional specializing in NRI services and operations management.
Location: Mumbai, Maharashtra, India
Experience: 7 yrs 1 mo
Skills
- Nri Services
- Operations Management
- Kyc
- Client Onboarding
Career Highlights
- Expert in NRI services and operations management.
- Proven track record in client onboarding and KYC processes.
- Strong leadership skills with a focus on service delivery.
Work Experience
Anand Rathi Share and Stock Brokers Ltd
Senior Manager (10 mos)
Stallion Asset
Manager (1 yr 3 mos)
Motilal Oswal Financial Services Ltd
Assistant Manager (1 yr 1 mo)
Senior Executive (2 yrs)
Kotak Securities
Assistant Manager (1 yr 11 mos)
Education
Master's degree at University of Mumbai
