Vilas Kulkarni
AVP Client Service at Neo Wealth And Asset Management
Based in Bengaluru, India
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Seniority
Manager
Department
Customer/Client Service
Location
Bengaluru
Industry
Financial Services
Company size
481
Contact information
Reveal Vilas's email and phone
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v•••••••@neo.group
Phone
5 credits+91 ••• •••• ••••
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Background
About Vilas Kulkarni
Handling Concurrent Audit on KYC & document of DP, Trading, & PMS supporting documents.Participation in Branch and Channel Partners Branch Inspection.Experience in Co-ordinate / Preparation for IAR of Exchanges (NSE/BSE).Experience in back office operations along with co-ordinating branch quires.Maintenance of Petty cash, Cash Book, Receipts & Payments entries in Branch. Monitoring settlement Payin and Payout of funds on daily basis.Bank reconciliation.
Decision-makers
Other people at Neo Wealth And Asset Management
- CGC-Team
Chiranjivi Gvs
Founding Member & Executive Director · General Business & Management
- ABManager
Apurva Bhavsar
Manager - Business HR · Human Resources
- VBManager
Vishal Bhardwaj
Chief Manager · General Business & Management
- AMOther
Aashna Mehta
Strategy Analyst · Other
- RDVp
Rohit Dungarwal
Vice President Accounts and Finance · Finance & Accounting
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