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Edmund Khan — Head of Client Services - South · Nuvama Private · Bengaluru, Karnataka, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Experienced, accomplished and motivated Finance Professional with over 17 years of expertise in Wealth Management Products and Banking - thriving in fast-paced environment having good analytical skills with an eye for detail.
A strong team player and motivator, fostering an atmosphere that facilitates professionals to balance high-level skills with maximum productivity.
Solutions-driven professional with in-depth knowledge of Private Banking Servicing , wealth management, Loan operations, remittances, KYC documents for seamless account onboarding, system control and procedures.
Pragmatic, with proven organizational acumen and abilities to withstand work pressures, deliver assignments within specified time frame without compromising on quality benchmarks.
Proven track record of demonstrating success in consistently providing exceptional customer service and professionalism while consistently meeting required deadlines.
Specialties: Private Banking and Wealth Management. Building & deepening Relationship with the clients. Keen understanding of customer requirements. Developing & learning new skills.
Experience
Associate Vice President - Client Services
360 ONE · Bengaluru
May 2021 – Sep 2026
Servicing Advisory clients with AUM of USD greater than 1 million (INR 8 CR.) Managing end to end service relations of client base greater than INR 6000 CR. Capital Market Operations: LAS (Loan against Securities) Disbursal, Stock Transfers, Pledging, Lien removal & Interest Calculations. Accurate processing of transaction documentations & coordinating with various Mutual Funds, AIF funds, Private equity firms & Real estate firms. Ensure adherence to internal compliance processes as well as following guidelines laid down by sebi. To ensure correct and accurate processing of all financial transactions. Checking of KYC documentation for various savings, current, Demat & Broking accounts & making sure that the documents are process without any errors to the internal department for setting up the accounts. Ensuring the highest level of service deliverables within the defined time frame & ensuring customer satisfaction. Responding to client inquiries on account documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information. Providing support to Relationship managers both for banking, wealth management queries and in achieving their revenue targets. Ensure regular trainings are taken to enhance the Knowledge of Products & business.
Education
Skills
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