Sarikaa Arora

GoForSIP Financial Services, an independent boutique wealth management firm is an initiative by IIM Alumni. * Our team is supported by CFPCM (Certified Financial Planners)certified by FPSB, USA , financial analysts and ex-bankers who are experienced and qualified in the field of financial planning, with over 18 years of extensive experience. * We offer you the simplicity of a single point of contact for lifetime , backed by a sophisticated team of experts. * Research based advisory, Funds are recommended basis certain Qualitative factors like FM track record, AMC, Ranking of fund, Portfolio quality etc and Quantitative factors like risk adjusted returns, downside protection of the fund, Alpha generated by the fund and most importantly consistency of the fund performance in the long term. * Active management of the portfolio and review on a monthly basis. * Inhouse CA assistance for all your tax related matters and for better tax planning. * Our focus is on clients complete financial planning including Legacy planning which is a most important part of Wealth Management and is being missed mostly in the Industry. * Our Online platform , www.goforsip.com provides you the freedom to invest online anytime on the go and track your portfolio on mobile application 24*7.

 To provide excellent customer service to premium banking clients.  Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank’s policies.  Handling of Relationship Manager’s Client calls and dealing with Clients in a professional manner.  Produce high quality correspondence to clients and resolve client enquiries.  Assist with the preparation of Client Due Diligence (CDD) reviews.  Work with RM’s to aid them in account opening and submitting complete documentation as per CDD guidelines.  Ownership of taking Client’s transactional requests, ensuring they are completed in the Bank’s system as per TAT.  Response to client and RM investigations by phone, fax or e-mail.  To provide an accurate account of all client contact in the Bank’s systems’ Client Contact reports.  To actively keep up to date with existing and new SCB Premium Bank products and attend all in house training.  Promptly handle Client complaints, including resolution with service levels as per TAT and accurate input onto the Complaints Database.  Constantly challenge processes and procedures with a view to streamlining and simplifying, to reduce waste and improve service offered to internal and external clients.