Eric Bokki
VRM – NRI Desk
Talent
MumbaiMember since July 21, 2026
Portfolio ServicingCustomer Service
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Portfolio ServicingCustomer Service
About
Managed mutual fund and alternate investment portfolios for UAE-based HNI clients Handled 3,500+ investor accounts with approximately ₹1,000 Crore AUM Provided end-to-end portfolio servicing including transactions, queries, and reporting
Experience
VRM – NRI Desk - ICICI Prudential Mutual Fund
(2023-02 - 2025-11)
- Managed mutual fund and alternate investment portfolios for UAE-based HNI clients
- Handled 3,500+ investor accounts with approximately ₹1,000 Crore AUM
- Provided end-to-end portfolio servicing including transactions, queries, and reporting
- Ensured compliance with KYC, FATCA, and regulatory guidelines
- Built and maintained long-term client relationships
Customer Service Executive - HDFC Securities
(2018-10 - 2019-06)
- Handled inbound customer calls and emails
- Resolved account, transaction, and service-related queries
- Maintained service quality standards and turnaround time (TAT)
Customer Service Executive - Kotak Securities
(2017-01 - 2018-06)
- 8 months in Inbound Customer Care
- 3 months in Chat Support
- 7 months in Escalation Desk
- Handled complex customer issues and ensured timely resolution
Education
T.Y. B.Com - Mumbai University (2016)
H.S.C - Maharashtra Board (2013)
S.S.C - Maharashtra Board (2011)
Skills
VRMNRI Desk
