Meenakshi Barot
@meenakshibarot
Client success professional at Monarch Networth Capital Ltd., who supported client re-engagement and team outreach.
IndiaWhat I'm looking for
At Monarch Networth Capital Ltd., I supported a team re-engaging inactive clients through structured outreach and follow-up. I guided team members on client communication and prepared reports on team activity and client reactivation outcomes.
At Religare Securities Ltd., I managed client trading-limit controls and day-to-day risk-management operations, prepared daily risk reports, and followed up on outstanding client dues. I used the ODIN trading platform in operational activities.
In my independent Reiki practice, I provide in-person and distance sessions, taking time to understand people’s concerns. I’m seeking remote international opportunities in client success, customer experience, training coordination, mentoring, coaching support, community engagement, or wellness programme coordination.
Experience
Work history, roles, and key accomplishments
Senior Executive
Monarch Networth Capital Ltd.
Feb 2020 - Mar 2021 (1 year 1 month)
Supported a team responsible for re-engaging inactive clients through structured outreach and follow-up. Guided team members on client communication and prepared reports on team activities and client reactivation outcomes.
Executive — Risk Management
Religare Securities Ltd.
Oct 2005 - Nov 2008 (3 years 1 month)
Managed client trading-limit controls and day-to-day risk-management operations. Prepared daily risk reports and handled follow-up on outstanding client dues.
Executive — Operations & Marketing
Blend Financial Services Pvt. Ltd.
Jan 2005 - Apr 2005 (3 months)
Coordinated communication between businesses seeking loans and banks providing financing. Supported discussions aimed at securing favourable financing terms and developed client relationships through proactive outreach.
Front Office Operations
ICICI Bank
Dec 2003 - Dec 2004 (1 year)
Managed daily customer interactions and responded to client queries. Supported IPO processing and front-office operations while maintaining positive customer relationships.
Research Analyst
Interface Brokerage and Research Ltd.
Jul 2003 - Nov 2003 (4 months)
Researched mutual fund schemes, net asset values (NAVs) and market trends. Prepared daily comparative reports and organised market information to support research activities.
Reiki Practitioner
Independent Practice
Provides in-person and distance Reiki sessions. Engages with individuals to understand their concerns and provide supportive, wellness-oriented sessions.
Education
Degrees, certifications, and relevant coursework
Indian Institute of Alternative Medicines
Bachelor in Alternative Medicine, Alternative Medicine
Bachelor in Alternative Medicine degree from the Indian Institute of Alternative Medicines, Kolkata, completed in 2008.
G.H. Patel P.G. Institute of Business Management
MBA, Finance
MBA in Finance from G.H. Patel P.G. Institute of Business Management, completed in 2003.
Aligarh Muslim University
Bachelor of Commerce (Honours), Commerce
Bachelor of Commerce (Honours) from Aligarh Muslim University, completed in 2001.
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
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