Bhavisha Dhabalia
@bhavishadhabalia
I lead client servicing, revenue controls, and compliant custody operations across financial services.
IndiaWhat I'm looking for
At Deutsche Bank, I lead end-to-end client servicing and relationship management across custody and financial services portfolios, protecting revenue, resolving escalations, and maintaining high service standards.
I've achieved zero revenue leakage through billing monitoring, receivables recovery, overdraft-fee controls, and proactive fee and margin discussions. I also support Securities Lending & Borrowing operations, onboarding, account transitions, and cross-sell initiatives.
My work spans KYC lifecycle management, SEBI and PFRDA audit readiness, risk escalation, client account planning, SLA reviews, MIS reporting, and workflow standardization. I focus on keeping client service uninterrupted while strengthening governance and operational efficiency.
Earlier, at ICICI Asset Management, HDFC Asset Management, Reliance Capital Asset Management, Prebon Yamane, and Deutsche Bank custody, I supported sales, data analysis, mutual fund servicing, investor transactions, client relationships, and account opening. I've also led teams, delivered training, and implemented Salesforce process automation.
Experience
Work history, roles, and key accomplishments
Led end-to-end client servicing and relationship management across custody and financial services portfolios, ensuring high client satisfaction and retention. Achieved zero revenue leakage by monitoring billing accuracy and preventing overdraft fee reversals.
Assistant Manager – Sales Support & Data Analysis
ICICI Asset Management Company
Aug 2017 - Jun 2022 (4 years 10 months)
Provided end-to-end sales support to multiple teams across PAN India, including Direct, IFA, Branch, Tele-calling, and Call Center channels. Analyzed multi-dimensional sales and distribution data to support decision-making and improve sales effectiveness.
Executive – Client Servicing
HDFC Asset Management Company
May 2015 - Mar 2017 (1 year 10 months)
Processed day-to-day equity and debt transactions with high accuracy and adherence to defined timelines. Handled investor queries across equity, debt, and liquid funds through multiple service channels.
Relationship Manager – Mutual Funds
Prebon Yamane Pvt. Ltd.
Jan 2014 - May 2015 (1 year 4 months)
Acquired new clients and developed long-term relationships with corporate and institutional investors. Managed end-to-end coordination with corporate clients for investment transactions.
Managed SEBI registration, renewal, and cancellation of FII and Sub-Accounts. Reviewed and verified account opening documentation for multiple client categories including FII, NRE, NRO, FDI, QFI, and Domestic clients.
Reliance Capital Asset Management
Reliance Capital Asset Management
May 2011 - Nov 2012 (1 year 6 months)
Processed daily equity and debt transactions with a focus on accuracy and timely execution. Handled investor queries related to debt and liquid funds.
Education
Degrees, certifications, and relevant coursework
N.L. Dalmia Institute of Management & Research - University of Mumbai
Masters of Financial Management (M.F.M), Financial Management
2013 - 2016
Pursued a Master of Financial Management degree from N.L. Dalmia Institute of Management & Research, University of Mumbai, from 2013 to 2016.
Mithibai College of Commerce & Economics - University of Mumbai
Masters of Commerce (M.Com), Commerce
2011 - 2012
Completed a Master of Commerce degree from Mithibai College of Commerce & Economics, University of Mumbai, from 2011 to 2012.
Rithambara College of Commerce & Economics - University of Mumbai
Bachelors of Commerce (B.Com), Commerce
2009 - 2010
Completed a Bachelor of Commerce degree from Rithambara College of Commerce & Economics, University of Mumbai, from 2009 to 2010.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
Skills
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