Neha Oberoi

Professional Summary: Seasoned and acknowledged professional with 8 + years of experience and proven competency in Asset Management Services, Operations function and Customer Relationship Management. Currently working with White Oak Capital Management as Manager and have worked with Pearson Educations PVT LTD and Assistant Manager in Nippon Mutual Fund. Self directed, adaptable and result oriented professional with experience working in fast-paced environments demanding strong organizational and interpersonal skills. Strong business acumen and a practical sense of what works in complex business environments with a high degree of integrity. Dedicated team player known for excellent client services and an effective leader who excels at using proved methods and cutting- edge technology to successfully cut costs, streamline operations and increase productivity. Skills: •Team Management and people oriented. •Customer and Client service. •Natural leader with interpersonal skills, positive and friendly attitude. •Excellent problem solving and analytical skills. •Planning and organization along with team building expertise and skilled problem solver. •Expertise in Wealth Management, Portfolio Management •Knowledge of CRM software, KYC, AML and CDD