MILIND SRIVASTAVA

Relationship Officer

3000 followers

Bengaluru, Karnataka, India

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Timeline
Skills
Wealth management
Banking
Team management
Mis
Portfolio management
Vendor management
Mutual funds
Investment banking
Bfsi
Performance management
Automated software testing
Crm integration
Business analytics
Management information systems
Customer relationship management
Management
About me
An accomplished professional with nearly 12 years of cross functional experience in handling various facets of Wealth Management Operations inclusive of Compliance, Channel Management, MIS, System Testing and development, Quality control, Client Relationship Management and Team Management. Displayed proficiency in administering Business operations while adhering to internal policies and regulations set by various Regulatory Authorities. Focus area is to ensure that the delivery meats quality metrics, is performed well before agreed TAT, value is added to existing processes through system automation/minimising manual intervention, putting enough controls from risk/audit perspective and timely escalation of critical issues Specialties: A Multi tasking and deadline individual with an experience of Wealth Management Operation, Systems and Client Servicing. Strong Process Orientation with very good understanding of retail Wealth Management Operations and IT Systems.
Education
- AMFI
  2022 - 2022
  AMFI Mutual fund Advisory
- ITIL
  2016 - 2016
  ITIL Certified IT service Management
- IRDA
  2005 - 2005
  IRDA - Life LIfe Insurance
- M.P. Bhoj University, Bhopal
  2001 - 2003
  M.B.A Marketing/Marketing Management, General
  B.A Economics Allahabad University10+2 from U.P. Board.10th from U.P. Board.
- UPTECH
  1999 - 2000
  Diploma Computer Application
- University of Allahabad
  1996 - 1999
  Economics
Experience
- ICICI Bank
  Jun 2004 - May 2005
  Relationship Officer
  Managed team of three persons in branch for servicing ICICI banks Liabilities and investment options to NRIs handled NRI transactions and NR business Operations.Responsible for a branch handling for NRI services as well as direct sales through team.Maintain relation with existing clients. Responsible for opening of non-resident Indians saving Account and foreign currency fixed deposit and also responsible for cross selling of banks other products, that is ICICI Prudential Life Insurance, Home loan, Mutual Fund, Demat Account, ICICI Lomb art General Insurance to Non-Residence Indians handling promotional activities Show less
- HDFC Standard Life Insurance Company/CBOP/Indiabulls securities / Motilal Oswal Wealth
  Jun 2005 - May 2007
  Manager
  Managed Financial Consultant Team. Recruitment of financial consultants Provide Them Training Motivate them, Generated business of insurance through consultant Accountable for managing the service & sales through Team. Close co-ordination with the service delivery mechanism and the operations team for quality and fast processing of the cases.Responsible for monthly MIS. Worked for multiple organisations during this period for insurance sales and channel management.
- Kotak Mahindra Bank
  May 2007 - May 2009
  Manager
  Branch Banking Operation Nov 2008 to May 2009 Principal responsibilities include product delivery through Transaction Execution and handholding and Customer Service support to existing and new Corporate Customers of the bank at the Branch Level.The Banking Products and Services include Basic Banking Services & transactions; Clearing; Cash Management Services; Payments & Direct Banking Services; Trade Finance & Services & Loans; Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards in achieving total customer satisfaction are met e.g. timely checking of account opening. Kotak Wealth Management May2007 to Nov 2008Managed Investment portfolio of different corporate and individual Ultra HNI’s. Managed total AUM of Rs 250 cr. Provided customized Reports / MIS / Analysis to clients in respect to their portfolios. Extending operational support as a part of preferred banking module to the clients. Building support systems for relationship managers for smoother delivery of the products. Portfolio Analysis for key clients Liaison with Operations teams of Group Companies Ensuring Quality Deliverables to Clients. Conducted internal audits for the team and provide control mechanisms from service & compliance prospective. Setting service practices by initiating activities/projects for internal and external customers. Initiating Projects as member & Lead, on development & implementation of procedures, applications & systems undertaken for service excellence Show less
- SMC wealth Management Services
  Aug 2009 - Jan 2011
  Manager Service and Operations
  Managed operations of Investment portfolio of different corporate and individualManaged revenue MIS of Pan India. Reporting to senior management. Analysis of revenue data. Also Managed Software Testing & software training Handling branch for service and KYC and RBI & SEBI regulatory guideline. Ensure smooth processing of Accounts and ensure clarity in documentation, with adequate record of updates and process flow. Custodian of data at all levels and provides the same for business audits.
- Ameriprise Financial Services, LLC
  Jan 2011 - Jan 2015
  Group Lead
  Entrusted with the primary responsibility of managing the operations for the wealth management business of the company which includes products like MF, VCF, Insurance, Structure Products, Private equity, Product advisory, PMS, Financial Planning and alternate Investment to name few.One of my key responsibilities includes testing of the software applications in place and suggest improvements required, Evolved in development and enhancement of Mutual fund, CRM, and Portfolio Management software Show less
- SMC Private Wealth , SMC Investments and Advisors limited and SMC Real Estate
  Jan 2015 - Nov 2021
  Head Operations and Client Service
  Devising & Implementing end to end Back Office Operations, Customer Services & CRM strategy for Wealth Management business and SEBI Registered PMS including financial products like Mutual Fund, Alternative Investments prevailed in the Indian capital market, Real Estate, and Mortgage Distribution
- JamaWealth.com
  Nov 2021 - Dec 2022
  Head Of Operations and Customer Excellence
- Infosys Finacle
  Jan 2023 - now
  Product Manager
Licenses & Certifications
- Itil
  Itil
Honors & Awards
- Awarded to MILIND SRIVASTAVA
  Chairman's Award Honoree - Ameriprise Financial year 2011 CEO Ameriprise Feb 2012 Laid down and configured wealth management back office system,Operation and client service for India Business.
- Awarded to MILIND SRIVASTAVA
  Extra Mile Award CEO Ameriprise India Nov 2011 Operation setup and support in India business