Ankita Gawai

Managed a portfolio of 200+ HNI client accounts, conducting regular reviews and monitoring for early warning signals to manage portfolio quality and mitigate risk. Advised clients on investment options and ensured all transactions adhered to internal and external financial guidelines and best practices. Conducted KYC/AML compliance checks and coordinated with risk teams to ensure portfolio hygiene and manage documentation. Investigated and resolved client billing inquiries or disputes, focusing on timely and accurate resolution.