Virat Joshi

Promoter at Wipro

• United Arab Emirates
• My current job since February 2017

Customer Success & Service Delivery
My Last role entails handling of Private wealth clients in Edelweiss Wealth management team. My role is to manage
Ultra HNI Clients, front end operations i.e onboarding of account and servicing/execution of non-exchange transact
ions. We currently manage AUM worth 30000 crore for Ultra HNI Clients.
* Position reports to SVP - Client Experience Office and dotted line reporting to EVP - Sales. Manage a Team
of 26 Client experience officers Pan India with 4 Zonal Heads
* Manage Non Exchange transactions for our clients with end to end fulfilment which include Mutual Funds, F
ixed Income, Bonds/Debentures, Funding transactions like LAS (OD & MTF) & LAP.
* Special focus on executing error free transactions & first time right while onboarding a wealth client;
Handled financial transactions worth 6000 Crores Last year with no errors
* Responsible for customer success by way of enhancing the Net

Head at Edelweiss Private Wealth – DVP

• July 2015 to February 2017

Star Union Dai-ichi Life Insurance Company Limited - AVP - Customer Service

Assistant Vice President at SBI General Insurance Company ltd

• India
• March 2010 to November 2013

Sr Manager

• India
• October 2007 to February 2009

Sr Group Leader at Wipro Spectramind Ltd

• India
• March 2002 to April 2004

Sales & Account Management

Business Development Manager at Batergains.com (Net4India Ltd)

• India
• May 2001 to February 2002

Asst Manager at Net4India LTD

• India
• September 2000 to May 2001

Venue manager at Vacation Club International Pvt Ltd

• India
• May 1996 to July 2000

Virat Joshi

• to

Private Wealth Management
* Insurance Operations (Life & General)
* Mutual Funds & Consumer Finance
* BPO backend operations (International & Domestic)
* Telecom
* Internet Service Provider
* Lifestyle Marketing