Processing investment transactionsin variousinvestment products viz mf, direct equity,bonds,AIF etc.Account opening/onboarding process for new PMS (Individual & NRI)Establishing the KPI to measure the performance of the portfolios of theclient.Liaising with clients and internal teams for investmentsMonitoring & Reporting to track the profiles onboarded & address any issues.KYC-Collect and review customer information to ensure accuracy and completeness.Ensure compliance with record-keeping regulations.Deal with multiple vendors, custodians, and internal departments to answer client queries andresolve issues.Act as the primary point of contact for custodians, and internal departments.Understanding of tech platforms for automating processes.
Naved Shaikh Education Details
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Marketing/Marketing Management, General
Frequently Asked Questions about Naved Shaikh
What company does Naved Shaikh work for?
Naved Shaikh works for The Vibes Network
What is Naved Shaikh's role at the current company?
Naved Shaikh's current role is Data Analyst.
What schools did Naved Shaikh attend?
Naved Shaikh attended Kles's College Of Business Administration, Lingaraj College.
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Naved Shaikh
General Manager At Mastiff Grand The Sia Palace Khopoli( Orange Tiger Hospitality Pvt. Ltd.)Anklesvar -
Naved Shaikh
Mumbai -
Naved Shaikh
Mumbai -
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