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Gayatri Ghanekar

Client Servicing and Operations professional


Accomplished business professional offering  5 years of experience in business operations. Expertise in client servicing and operations profile.  Working effectively as a cross functional team member and individual contributor.

Work experience

July 2017September 2018

Client Servicing Executive

HDFC Mutual Fund

Working as service executive providing various operational expertise and adding into the valuable service resources of the esteemed organisation.

  • Handling investor querries responding to clients mails/letter
  • Follow up with clients for pending documentation /draw down etc
  • Preparation of basis MIS required from time to time
  • Sending periodical statements 
  • Sending confirmation letters to clients
May 2015Feb 2016

Business Developement 

Unicommerce E- Solution Pvt Ltd

Solution provider for E commerce vendors for order fulfilment and inventory management across various market platforms. Core job role Includes communicating with vendors to understand their business model and functioning.  Provide accurate product knowledge and develop the customers suitability for the product. Co-ordinatig with the sales team and providing effective customer relationship.

  • Multi territory management
  • Customer relationship building
  • Wide exposure in the vendor management 
  • Operational excellence in terms of account generating and channel configuration
  • Additional knowledge about product uplodation 
Dec 2013Apr 2015

Sr. Relationship Executive

ICICI Securities Pvt Ltd

Integrated securities firm offering variety of services to institutional and retail customers. Core job role includes managing corporate customers portfolio and suggesting suitable financial decisions. Regular updating the market tractions and active participation of the customer to take the wealth decisions. Equity and derivatives forms the major base. Acknowledgement of the customer and understanding the crucks of market movement. Generating strong customer relationships to provide effective services.

  • Client relationship building
  • Product training
  • Strategic portfolio planning
  • Indept market knowledge
  • Customer training programs

Feb 2013Dec 2013

Service Executive

Angel Broking Pvt Ltd

A retail focused stock broking company  providing wealth management to customers. Core job function includes servicing the retail branch customers and taking the transactions and punching the orders in the clients account. Equity, derivatives and commodity forms the variety of products offered to customers. Settlement of daily orders and maintaining client portfolio and updating client of the PNL account on daily basis. 

  • Ensure appropriate service to customers
  • Updation of portfolio and suggesting accordingly the trading pattern
  • Delivering the product knowledge
  • Exposure in variety of products 

Jun 2011Jun 2012

Management trainee

DSP Blackrock Investment Managers  Pvt Ltd

One of premier asset management companies dealing in mutual funds. Core job function is to generate efficient leads and make closure. Handling a specific area and visiting the associate bankers and building healthy relationship. Generation of leads and pipeline of customers. Understanding the needs and requirements of the customers and suggesting suitable product for investment. Acheaving  the desired targets of the organisation.

  • Effective communication with the bankers and customers
  • Maintain healthy customer relationship
  • Absorbing detail knowledge of the product
  • Delivering product education to the customer


Jun 2015April 2018


Sydhenam Institute Of Managemant

Masters in Marketing Management( Results awaited in July 2018)

Jun 2008Oct 2011

Bachelors In Financial Markets

N G Bedekar Colledge
Jun 2007Mar 2008


N G Bedekar Colledge 
Jun 2005Mar 2006


Vasant Vihar High School

Core competencies

  • Strategic planning                              
  •  Relationship building                        
  • Project management
  • Revenue enhancement                    
  •  Clear communication  skills                                  
  • Customer relations                                     
  • Competitive intelligence                
  •  Research and analysis
  • Operational excellence                      
  •  Knowledge of product or service
  • Goal oriented skills
  • Willingness to learn