
RAHUL NARAYANAN
Accounts and Audit Assistant

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About me
Wholesale Business Group: Service Solution Team BFIG segment
Education

Manipal Academy of Higher Education
2017 - 2018PGDBS Banking and Financial Support Services 89.7%
Experience

A. V Associates
May 2015 - Oct 2016Accounts and Audit Assistant* Handle Book Keeping of small enterprises.* Accounting and Auditing of Clients.* Annual Return Filing and Sales Tax return Filing.* Worked closely with Chartered Accountant firms.

Axis Bank
Jun 2018 - Aug 2021Assistant ManagerWholesale Banking Operations* Efficient handling of Corporate service desk.* Portfolio management of Wholesale banking customer.* Ensuring minimum escalations and complaints.* On boarding client's Current account ,trade Forex relationship and CMS.* Ensure service to Credit client, and co-ordinate with credit Relationship managers in on boarding new Credit proposals.* Working closely with relationship managers, and handling the service part.* Monitoring pending KYC and other compliance of the Customer.* Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.* Established and optimized schedules to keep coverage and service in line with forecasted demands.* Developed loyal and highly satisfied customer base through proactive management of team customer service strategies. Show less

Kotak Mahindra Bank
Sept 2021 - now*Successfully opened vide varieties of bank accounts according to clients requirement.*Specialist in onboarding client such as Bank, NBFC, Mutual Fund, AIF, Insurance, Broking and Securities, Portfolio Mangers.*Fostering strong client relationships and ensure growth in business.*Open Demat and Custody accounts of fund houses who avail custody and fund accounting services from us.*Coordinate with Client, Business Team and Product Mangers for smooth onboarding of CMS products, Internet Banking and other allied services.*Complying with bank policies and procedures to ensure KYC- AML policies laid down by RBI has been adhered.*Handle confidential information and documents with discretion and maintain their proper organization. Show less
Manager
Apr 2024 - nowDeputy Manager
Sept 2021 - May 2024
Licenses & Certifications
- View certificate

Incoterms®2020- A Comprehensive Course
UdemyJun 2021 - View certificate

Anti-money laundering concepts: AML KYC and Compliance
UdemyJun 2021
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