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Rohit Kadam

Client Relations Manager – Immigration Services | Case Management & Compliance

Mumbai

9+ years of work experience

IFS World
Aug 20232 yrs 10 mosPresent

Mumbai

• Led end-to-end immigration investment advisory for Ultra HNI/HNI clients across EB-5 (USA) and Portugal Golden Visa programs, acting as the primary point of contact throughout the lifecycle • Assessed client profiles to evaluate financial eligibility, risk appetite, and immigration goals; advised on optimal investment strategies (TEA vs. non-TEA, real estate vs. funds) • Managed preparation and submission of I-526E, I-829, and Portugal Golden Visa applications, ensuring timely and accurate documentation • Conducted in-depth Source of Funds (SOF) and Source of Wealth (SOW) analysis aligned with USCIS and Portuguese AML/CFT requirements • Structured clear fund flow trails, identified documentation gaps, and coordinated with CAs, auditors, and attorneys to ensure audit-ready filings • Facilitated investments into EB-5 Regional Center projects and Golden Visa-compliant structures, guiding clients through subscription, escrow, and capital deployment • Collaborated with attorneys, wealth managers, and financial institutions to deliver seamless, compliant client outcomes • Developed pitch decks, investment comparisons, and client presentations; maintained ongoing communication with clients and family offices • Tracked regulatory changes and proactively advised clients on evolving immigration and investment frameworks • Managed complex cases involving promoters, NRIs, inherited wealth, and multi-jurisdictional asset structure
Nationwide Immigration Services
Dec 20211 yr 3 mosFeb 2023

Mumbai, Maharashtra, India

• Counsel and Guide the clients towards feasible career options as per their requirement. • Closing the clients for applicable migration services and guiding them for onboarding process. • Handling and guiding the team towards proposed targets. • Reporting to the Branch manager with the consultant's feedbacks and Audits. • Coordinating with the Branch manager to deliver daily reports like Sales report, Call audits, Leads feedback and performance audit. • Develop a comprehensive training strategy aligned with the company's goals and objectives. • Collaborate with senior management to identify training needs and skill gaps within the team. • Design and implement a training roadmap that covers both new hires and continuous development for existing staff. • Regularly update training content to reflect changes in immigration laws, regulations, and industry best practices. • Design and execute an effective onboarding program for new hires to ensure a smooth transition into their roles. • Conduct orientation sessions to introduce new employees to the company's mission, values, and culture. • Identify specific skills required for various roles within the consultancy, such as legal research, case management, client communication, etc.
Visas Avenue
Jun 20217 mosDec 2021

Mumbai, Maharashtra, India

• Counsel and Guide the clients towards feasible career options as per their requirement. • Closing the clients for applicable migration services and guiding them for onboarding process. • Handling and guiding the team towards proposed targets. • Training and coaching the colleagues with counseling tips and case study. • Reporting to the Branch manager with the consultant's feedbacks and Audits. • Coordinating with the Branch manager to deliver daily reports like Sales report, Call audits, Leads feedback and performance audit. • Working closely with the subordinates to maximize and achieve the branch sales targets within given TAT time.
Y-Axis Overseas Careers
Apr 20183 yrs 2 mosMay 2021

Thane, Maharashtra, India

• Counsel and Guide the clients towards feasible career options as per their requirement. • Closing the clients for applicable migration services and guiding them for onboarding process. • Handling and guiding the team towards proposed targets. • Reporting to the Branch manager with the consultant's feedbacks and Audits. • Coordinating with the Branch manager to deliver daily reports like Sales report, Call audits, Leads feedback and performance audit. • Develop a comprehensive training strategy aligned with the company's goals and objectives. • Collaborate with senior management to identify training needs and skill gaps within the team. • Design and implement a training roadmap that covers both new hires and continuous development for existing staff. • Regularly update training content to reflect changes in immigration laws, regulations, and industry best practices. • Design and execute an effective onboarding program for new hires to ensure a smooth transition into their roles. • Conduct orientation sessions to introduce new employees to the company's mission, values, and culture. • Identify specific skills required for various roles within the consultancy, such as legal research, case management, client communication, etc.
Degustibus Hospitality Private Limited
May 20151 yr 11 mosMar 2017

Parel, Maharashtra, India

• Handling the inventory of Cheese, Meat and wines. • Reporting to Restaurant manager with Daily salesreport. • Suggesting various promotion ideas to maximize the sales. • Suggesting clients appropriate cheese and meats as per their taste pallets. • Taking care of Bread and cake displaysand replenishing them as and when required. • Upselling and suggesting imported wines as per the meal selection.

Education

Institute of Hotel Management, Catering Technology and Applied Nutrition, Mumbai

BHM, Hospitality Administration/Management

Institute of Hotel Management, Catering Technology and Applied Nutrition, Mumbai

20103 yrs2013

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Headline

Client Relations Manager – Immigration Services | Case Management & Compliance

About

Results-driven Immigration Specialist with 7+ years of end-to-end experience across EB-5 (USA), Portugal Golden Visa, and high-volume corporate visa operations for Ultra HNI/HNI clients. Specializes in Source of Funds (SOF/SOW) analysis, fund flow mapping, USCIS Matter, and AML/KYC-aligned documentation for complex, multi-jurisdiction investment profiles including promoters, NRIs, and inherited wealth clients. Proven track record managing 80–120+ concurrent cases with zero SLA breaches, handling embassy escalations, refusal recoveries, and audit-ready petition filings. Works closely with immigration attorneys, CAs, and financial channel partners to deliver seamless, compliant, and client-first immigration outcomes for business families planning generational migration goals.

Location

Mumbai

Work experience

Senior Manager - Client relations at IFS World, Aug 2023 - Present · 2 yrs 10 mos, Mumbai, • Led end-to-end immigration investment advisory for Ultra HNI/HNI clients across EB-5 (USA) and Portugal Golden Visa programs, acting as the primary point of contact throughout the lifecycle • Assessed client profiles to evaluate financial eligibility, risk appetite, and immigration goals; advised on optimal investment strategies (TEA vs. non-TEA, real estate vs. funds) • Managed preparation and submission of I-526E, I-829, and Portugal Golden Visa applications, ensuring timely and accurate documentation • Conducted in-depth Source of Funds (SOF) and Source of Wealth (SOW) analysis aligned with USCIS and Portuguese AML/CFT requirements • Structured clear fund flow trails, identified documentation gaps, and coordinated with CAs, auditors, and attorneys to ensure audit-ready filings • Facilitated investments into EB-5 Regional Center projects and Golden Visa-compliant structures, guiding clients through subscription, escrow, and capital deployment • Collaborated with attorneys, wealth managers, and financial institutions to deliver seamless, compliant client outcomes • Developed pitch decks, investment comparisons, and client presentations; maintained ongoing communication with clients and family offices • Tracked regulatory changes and proactively advised clients on evolving immigration and investment frameworks • Managed complex cases involving promoters, NRIs, inherited wealth, and multi-jurisdictional asset structure

Assistant Sales Manager at Nationwide Immigration Services, Dec 2021 - Feb 2023 · 1 yr 3 mos, Mumbai, Maharashtra, India, • Counsel and Guide the clients towards feasible career options as per their requirement. • Closing the clients for applicable migration services and guiding them for onboarding process. • Handling and guiding the team towards proposed targets. • Reporting to the Branch manager with the consultant's feedbacks and Audits. • Coordinating with the Branch manager to deliver daily reports like Sales report, Call audits, Leads feedback and performance audit. • Develop a comprehensive training strategy aligned with the company's goals and objectives. • Collaborate with senior management to identify training needs and skill gaps within the team. • Design and implement a training roadmap that covers both new hires and continuous development for existing staff. • Regularly update training content to reflect changes in immigration laws, regulations, and industry best practices. • Design and execute an effective onboarding program for new hires to ensure a smooth transition into their roles. • Conduct orientation sessions to introduce new employees to the company's mission, values, and culture. • Identify specific skills required for various roles within the consultancy, such as legal research, case management, client communication, etc.

Business Services Manager at Visas Avenue, Jun 2021 - Dec 2021 · 7 mos, Mumbai, Maharashtra, India, • Counsel and Guide the clients towards feasible career options as per their requirement. • Closing the clients for applicable migration services and guiding them for onboarding process. • Handling and guiding the team towards proposed targets. • Training and coaching the colleagues with counseling tips and case study. • Reporting to the Branch manager with the consultant's feedbacks and Audits. • Coordinating with the Branch manager to deliver daily reports like Sales report, Call audits, Leads feedback and performance audit. • Working closely with the subordinates to maximize and achieve the branch sales targets within given TAT time.

Assistant Team Lead at Y-Axis Overseas Careers, Apr 2018 - May 2021 · 3 yrs 2 mos, Thane, Maharashtra, India, • Counsel and Guide the clients towards feasible career options as per their requirement. • Closing the clients for applicable migration services and guiding them for onboarding process. • Handling and guiding the team towards proposed targets. • Reporting to the Branch manager with the consultant's feedbacks and Audits. • Coordinating with the Branch manager to deliver daily reports like Sales report, Call audits, Leads feedback and performance audit. • Develop a comprehensive training strategy aligned with the company's goals and objectives. • Collaborate with senior management to identify training needs and skill gaps within the team. • Design and implement a training roadmap that covers both new hires and continuous development for existing staff. • Regularly update training content to reflect changes in immigration laws, regulations, and industry best practices. • Design and execute an effective onboarding program for new hires to ensure a smooth transition into their roles. • Conduct orientation sessions to introduce new employees to the company's mission, values, and culture. • Identify specific skills required for various roles within the consultancy, such as legal research, case management, client communication, etc.

Food And Beverage Associate at Degustibus Hospitality Private Limited, May 2015 - Mar 2017 · 1 yr 11 mos, Parel, Maharashtra, India, • Handling the inventory of Cheese, Meat and wines. • Reporting to Restaurant manager with Daily salesreport. • Suggesting various promotion ideas to maximize the sales. • Suggesting clients appropriate cheese and meats as per their taste pallets. • Taking care of Bread and cake displaysand replenishing them as and when required. • Upselling and suggesting imported wines as per the meal selection.

Education

BHM, Hospitality Administration/Management, Institute of Hotel Management, Catering Technology and Applied Nutrition, Mumbai