Sri Mourya Kothuri
Assistant Director, Client Services
Sri Mourya has over 9 years of experience in handling client services for asset and wealth management industries. As an Assistant Director with Acuity, Mourya acts as a key point of contact for all critical client servicing areas such as New Client Onboarding, Document Management, Account Openings, Account Closings, External Audits, Custodian Transfers/Mergers, In-kind Transfers etc. ensuring a hassle-free experience for our clients. These are pivotal in ensuring financial firms have a smooth start with their clients. His skills in establishing strong client relationships, managing onboarding processes for HNIs, PWMs, SMAs, Institutional & Retail Accounts, handling client investment information, negotiating terms and conditions on Derivative Agreements and effective Collateral and Security Management allow him to seamlessly manage client’s crucial onboarding journey and affiliated functions. This helps to collaborate closely with investment/portfolio managers and various key stakeholders to ensure clients receive top-notch service
