Rajeshwari Anjaneya

Dynamic and results-focused Client Service Manager with 20 years of experience in the banking sector, specializing in Private Banking and Wealth Management. Proven track record in supporting private bankers, defining client needs, and capitalizing on revenue diversification opportunities. Expert in building high-performing teams, establishing SOPs, and managing large-scale portfolios for High Net Worth (HNW) and corporate clients

Client Servicing Head – Mumbai & Delhi / DVP - AstaGuru Prive Private Limited - Mumbai & Delhi

(2025-07)

• Strategic Team Building: Currently leading the hiring and development of service teams in Delhi and Mumbai to support RMs and clients.
• Process Engineering: Designing and implementing SOPs and process manuals to drive operational efficiency and high-quality service delivery.
• Stakeholder Management: Acting as the primary point of contact for complex escalations, fostering long-term partnerships with Relationship Managers.
• Product Oversight: Facilitating documentation for PMS and AIF investments and conducting training on Mutual Fund portals

Associate Vice President – Client Servicing - Avendus Wealth Management Pvt Ltd - Mumbai and Pune

(2010-09 - 2025-07)

• Portfolio Management: Managed relationships for Senior Relationship Managers, providing portfolio updates and ensuring KYC compliance with evolving regulations.
• Team Leadership: Spearheaded a team of 10 members across Mumbai and Pune for five years.
• Execution & Resolution: Handled complex account opening processes, credit evaluations, and customized reporting for Mutual Funds, Bonds, and Alternative Investments.
• Networking: Developed strong rapport with major corporate clients and HNW individual offices

Client Servicing – Private Banking - Deutsche Bank Private Wealth Management

(2008-01 - 2010-07)

• Revenue Contribution: Supported Senior Private Bankers through active revenue contribution, investment processing, and customer service.
• Process Facilitation: Guided clients through transaction implementation and resolved complex operational cases to enhance client satisfaction.

Executive – Operations - HDFC Asset Management Pvt Ltd

(2007-01 - 2007-08)

Resolved operational issues regarding Mutual Fund queries raised by the front-office team

Customer Service Executive - Karvy Computershare Pvt Ltd

(2004-06 - 2007-01)

Managed client queries via phone and front-office interactions

B Com - Mumbai University (2003)