Eric Bokki

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

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

T.Y. B.Com - Mumbai University (2016)

H.S.C - Maharashtra Board (2013)

S.S.C - Maharashtra Board (2011)