Summary
Overview
Work History
Education
Skills
Certification
Languages
Hobbies and Interests
SUMMARY
TECHNOLOGY INTERFACE
HOBBIES
Timeline
Generic

SHOBHA KRISHNAN

Chennai

Summary

Dynamic professional with strong analytical, communication, and interpersonal skills dedicated to creating value for the organization and fostering a culture of continuous learning. Committed to delivering efforts that align with company objectives and drive success. Eager to embrace new challenges and opportunities for personal and professional growth, ensuring both individual and organizational advancement. Passionate about contributing to team success through collaboration and innovative problem-solving.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Asst – Manager – Client Transactions

Avendus Wealth Management Pvt Ltd
09.2024 - Current
  • Prepare documentation to onboard clients on to the wealth platform
  • Check for KYC as per compliance protocols
  • Process investments in different products such as Mutual Funds, Direct equities, AIF, PMS etc.
  • Facilitate and manage asset transfer for the clients.
  • Provide timely and comprehensive reports to the clients.
  • Assist RM by providing timely updates on the investments held by the clients.
  • Facilitate the processing of LAS for the clients.
  • Manage and control timely and accurate checking of all items in order to achieve quality standards for service and accuracy.
  • Responsible for exercising due diligence in ensuring there is no money laundering.
  • Responding and Resolving customer queries and complaints
  • Handling reports generated for different departments
  • Supervising customer centric bank operations and ensuring customer satisfaction by achieving delivery and service quality norms

Senior Officer – Trade Finance

RBS Group (Previously ABN AMRO Group)
12.2003 - 07.2005

Education

Master of Computer Applications -

Bharathidasan University

Bachelor of Science - Electronics

Bangalore University

Skills

  • Effective communication
  • Planning & Organizing
  • Analytical & business thinking
  • Commercial focus

Certification

NISM V A Certification

Languages

English
Tamil
Hindi
Kannada
Malayalam

Hobbies and Interests

Reading, Music, Cricket

SUMMARY

  • Profiles handled
  • Wealth Management Transactions
  • International Trade
  • Industry Exposure
  • Client Transactions – Wealth management
  • Operations- Trade Finance- LC Advising

TECHNOLOGY INTERFACE

Good appreciation of the latest technologies in Information Technology and Communication with focus on their business and commercial ramifications.

HOBBIES

Author, Blog writer -Written several Blogs and published boo at amazon

Timeline

Asst – Manager – Client Transactions

Avendus Wealth Management Pvt Ltd
09.2024 - Current

Senior Officer – Trade Finance

RBS Group (Previously ABN AMRO Group)
12.2003 - 07.2005

Bachelor of Science - Electronics

Bangalore University

Master of Computer Applications -

Bharathidasan University

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SHOBHA KRISHNAN