Razar Goulam
Client Services Specialist at Axa Investment Managers
Based in Paris, France
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Seniority
Staff
Department
Customer/Client Service
Location
Paris
Industry
Financial Services
Company size
2.5K
Contact information
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r•••••••@axa-im.com
Phone
5 credits+33 ••• •••• ••••
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Background
About Razar Goulam
19 years' experience of working in financial market on banking/asset management sectors. • Interface with commercial, management, legal, compliance, finance, operational teams to answer Client’s issues, needs and constraints: understand client’s problem, answer all questions (asked by customers and / or all questions internally), investigate the sources of encountered issues and propose fast paced and agile implemented solutions, client communication. • Project management role on customers transitions in collaboration with product engineering and product management department: Launch, change in life cycle or end of the client product. • Meeting the legal requirements with regards to the regulation (SFDR, KYC AML…) • Follow the In / Out flow for the clients on mutual funds and mandates: broker and ops processes, procedures and projects to improve the monitoring of customer investments, manage and track the revenue generated by customers. • Develop and maintain performance indicators and monitoring indicators of activity. • Sponsor and act on project for the internal customer: Customer repository and management tool for customer relationship. • Team Management: best practice operations and colleagues abilities development • SOFTWARES: Salesforce CRM tool Excel Visual Basic Microsoft Office • LANGUAGES: French and Vietnamese: Bilingual English: Fluent
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