Sunil Racha
Manager @ Tata Mutual Fund
About
• 9+ years of experience in handling compliance, operations, and Portfolio Management.• Performing due diligence checks while on boarding the clients, processing and monitoring the transactions based on their risk profile.• Ensuring the requests and complaints is resolved within the TAT.
India
Hyderabad
Financial Services
Retail, Customer Relationship Management (CRM), Sales Operations, KYC Verification, Marketing, Sales, Management, Cross Selling, Share Trading, Mutual Funds, Problem Solving, Business Relationship Management, Time Management, Leadership, Communication, Financial Analysis, Finance, Business Development, Sales Process, Sales & Marketing
Experience
Manager
Tata Mutual Fund
Deputy Manager
Aditya Birla Sun Life Mutual Fund (ABSLMF)
Hyderabad, Telangana, India
Assistant Manager
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED
Begumpet
• Verifies all aspects of Customer Identification Procedures (CIP) and necessary account opening documents and in accordance with know your customer. • Profiling customers and provide financial products to meet customer needs. • To up sell AMC's MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Relationship Manager
Quantum Mutual Fund
Hyderabad, Telangana, India
Sales Executive
Mirae Asset Sharekhan
Hyderabad Area, India
Education
Osmania University
Business Administration and Management, General
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