---
title: "Rohit Kadam - Senior Manager - Client relations in Mumbai | Tal"
description: "Meet Rohit Kadam, Client Relations Manager – Immigration Services | Case Management & Compliance based in Mumbai."
image: "https://tal.club/meet/rohit-kadam/share-image"
---

# Rohit Kadam on Tal

## 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

[View the original profile](https://tal.club/meet/rohit-kadam)

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