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People · Advisors
Vice President - Private Client Services , Trigen Wealth Rise Above, Build Beyond
Team Head - Private Client Services · TriGen Wealth
Sheetal Bajaj — Team Head - Private Client Services · TriGen Wealth · West Delhi, Delhi, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Versatile customer service representative with proven experience delivering service standards to high-level customers and a professional in charge of guiding, monitoring and leading team.
Experience
Assistant Vice President - Client Services
InCred Wealth · India
Mar 2024 – Mar 2025
Serve as the primary point of contact for clients, addressing inquiries, managing accounts, and providing financial guidance. Key Responsibilities: 1. Client Interaction & Relationship Management: Maintain long-term relationships with clients and provide exceptional service. Assess clients’ needs and offer suitable financial solutions. 2. Account & Transaction Support: Assist with account setup, modifications, closures, and transaction processing. 3. Problem Resolution: Address and resolve client issues, complaints, or discrepancies in transactions. Escalate complex issues to senior teams when needed. 4. Data & Documentation Management: Ensure accurate client records and transaction documentation. Ensure security and confidentiality of sensitive information. 5. Compliance & Risk Management: Adhere to financial regulations (e.g., KYC, AML) during client interactions. Report any suspicious activities or fraud risks. 6. Team Collaboration: Work with internal teams to ensure seamless service and efficient issue resolution. Provide feedback to management for service improvement.