Siddharth Raval

Siddharth Raval Email and Phone Number

Skilled Client Service Manager | Sunkersett Investment Intermediaries LLP | NISM Certified @ Sunkersett Investment Intermediaries
Siddharth Raval's Location
Mumbai, Maharashtra, India, India
About Siddharth Raval

As a Client Service Manager at Sunkersett Investment Intermediaries LLP, I possess extensive experience in the financial services industry. Proficient in facilitating seamless communication between Relationship Managers (RMs), clients, and back-office teams to ensure exceptional service delivery, I excel at handling financial and non-financial queries promptly and accurately. With a strong focus on client satisfaction and retention, I have a proven track record of building and maintaining strong client relationships by providing personalized support and tailored solutions.I have been working in the securities market for over two years, acquiring knowledge and skills in various financial products such as mutual funds, stocks, and bonds. I hold NISM certifications in Mutual Fund Distributors and Securities Intermediaries Compliance.I am passionate about learning new things and challenging myself to grow and prosper in this dynamic and competitive industry. I also enjoy listening to music and exercising in my spare time. I graduated with a Bachelor of Commerce degree in Accounting and Finance from the University of Mumbai in 2020.

Siddharth Raval's Current Company Details
Sunkersett Investment Intermediaries

Sunkersett Investment Intermediaries

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Skilled Client Service Manager | Sunkersett Investment Intermediaries LLP | NISM Certified
Siddharth Raval Work Experience Details
  • Sunkersett Investment Intermediaries
    Client Services Manager
    Sunkersett Investment Intermediaries Feb 2024 - Present
    Mumbai, Maharashtra, India
    Key Roles and Responsibilities :1)Coordination: Facilitate communication between RMs, clients, and the back office.2)Query Handling: Address financial and non-financial queries promptly, coordinating with RMs and the back office.3)Investment Plans: Prepare and send plans, obtain client approval, and adjust as necessary.4)Transaction Execution: Execute transactions, including order placement, authentication, and tracking.5)Client Relationship Management: Build and maintain strong client relationships, offering personalized support.6)Compliance: Ensure adherence to regulations and internal policies.7)Problem Resolution: Address client issues promptly and collaborate on solutions.8)Continuous Improvement: Identify and implement process improvements, Stay updated on industry trends.
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  • Hdfc Securities
    Digital Relationship Manager
    Hdfc Securities Apr 2023 - Aug 2023
    Andheri
    Key Roles and Responsibilities:1) Guiding clients on HDFC Securities digital platforms.2) Building relationship with clients and educating them about investments.3) Helping Clients to build Portfolios with the help of HDFC Securities research.4) Providing the right solutions to their financial requirements.
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  • Kongruent Wealth Management Services Llp
    Operations Executive
    Kongruent Wealth Management Services Llp Aug 2021 - Apr 2023
    Mumbai, Maharashtra, India
    Key Roles and Responsibilities:1)Onboarding clients and social media marketing.2)Mutual fund Order placement and operations (BSE Star MF Platform).3) Advisory services Fee working.4) Brokerage Reconciliation.5) Maintaining Compliance Activities as per requirements of SEBI , AMFI etc5) Accountancy work
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  • Oza & Co.
    Junior Accountant
    Oza & Co. Apr 2018 - Mar 2021
    Mumbai, Maharashtra, India
    Key Roles and Responsibilities:1) Overall Administration.2) Accounting work which includes doing Basic to Intermediate Entries in Tally etc.3) Assistance in Preparation of TDS, TCS & GST.4) Handling Logistics of documents.

Siddharth Raval Education Details

Frequently Asked Questions about Siddharth Raval

What company does Siddharth Raval work for?

Siddharth Raval works for Sunkersett Investment Intermediaries

What is Siddharth Raval's role at the current company?

Siddharth Raval's current role is Skilled Client Service Manager | Sunkersett Investment Intermediaries LLP | NISM Certified.

What schools did Siddharth Raval attend?

Siddharth Raval attended University Of Mumbai.

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