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Apex Group India appoints new Head of Customer Relationship Management

11 June 2024

Apex Group, the global financial service provider, has appointed Sonal Gokhale as Head Client Relationship Management for India

India, 11 June 2024

Apex Group, the global financial service provider, has appointed Sonal Gokhale as Head Client Relationship Management for India. Sonal will lead the team in fostering long-term relationships with clients. Her responsibilities includes relationship management and assessment, identifying global growth and development opportunities, maintaining consistent communication and providing strategic advice on how Apex Group can support client’s growth plans through internal collaborations, and leveraging group’s synergies to ensure client satisfaction.

Based in Mumbai, this key strategic role marks yet another milestone in Apex Group’s mission to transform the financial services industry by driving growth with technology and people at its core.

In her most recent role at Axis Bank, Sonal served as Vice President of the Financial Sponsors Group, where she was instrumental in overseeing financial strategies, managing client relationships, and driving business growth within the sector. Her leadership and strategic vision significantly contributed to the group's success.

Prior to this, Sonal held the position of Commercial Product Head at Vistra for over a decade, wherein she was responsible for growing the Capital Markets & Private equity business in India and developed cross border product offerings to suite global clients looking for comprehensive solutions. Her role involved extensive market analysis, product innovation, and the implementation of effective marketing strategies to enhance the product offerings and customer satisfaction.

Sonal Gokhale, Head of Client Relationship Management, said: “I have long been impressed by the work Apex has accomplished across various geographies. Joining Apex, I am enthusiastic and fully committed to deepening our engagements with our existing portfolio of relationships.”

Akshay Thakurdesai, Country Head India Apex Group, said: “I am delighted to have Sonal Gokhale onboard to lead our India CRM efforts. Businesses today are complex, but balancing customer and business needs is key. Apex group has a leading Onshore and Gift city proposition. Sonal's vast experience in the asset management industry will be key to grow this franchise. She will also lead India focus clients across the Group.”

Sonal Gokhale will bridge business and customer goals while driving growth and profitability for India and Gift City.

Sonal joined Apex Group on 15 April 2024.



Chanel Townsend | Head of media relations

Chanel.Townsend@apexgroup.com | +447391046830


About Apex Group

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 13,000 employees globally, Apex Group provides services into 50 jurisdictions delivering an expansive range of services to asset managers, financial institutions, private clients, and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund raising solutions, fund administration, digital onboarding and bank accounts, depositary, custody, super ManCo, corporate services and a pioneering ESG ratings and advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the environment and climate change, women’s empowerment and economic independence, education and social mobility.




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