Evaluating and approving investor onboarding documentation in order to determine whether they satisfy compliance requirements and SEBI RegulationsConducted AML screening for new investorsProcessed Allotment,Switch,Transfer,Redemption as per the timelinesFollowup with KRA for registration/modifications of KYCDelivered all the investor communications - Welcome letter,Drawdown notice,Fund confirmation,SOA,Others as per timelinesPreparing Regulatory and daily MIS (INVI report/Stamp duty/other MIS)Performed Bank reconciliation for AIFTracking mails and addressing client queries within TATTrained to new joinees in above processesPerformed UAT for new funds

Responded to inbound customer service requests, daily ransactions such as Cash deposits, Withdrawal, NEFT, RTGS, KYC, etc. in compliance with the policies and guidelines.Resolved various customer queries.Coordinated with Sales team to provide various banking products to customers.KYC Updation with due diligence.Processed foreign remitences.Ranked 4th in Business score card out of 42 value bankers in region in March 2019.Achieved more than 80% in customer service index.