Jyoti Mhatre
Associate at National Securities Depository Limited (NSDL)- Claim this Profile
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Bio
Experience
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National Securities Depository Limited (NSDL)
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India
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Financial Services
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400 - 500 Employee
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Associate
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Sep 2021 - Present
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Associate
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Sep 2021 - Present
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Link Intime India Pvt. Ltd.
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India
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Capital Markets
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200 - 300 Employee
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Associate - Corporate Action
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Dec 2019 - Feb 2021
# Timely & Accurate preparation and delivery of reports in excel/word/pdf format on weekly/quarterly/half yearly basis as per SEBI compliance. # Responsible for identifying, tracking, processing & reporting any corporate action events & also coordinate with internal departments for all corporate actions. # Follow up with client companies for outstanding payment & also follow up with accounts department for reconciliation. # Obtaining client approval for ad hoc jobs and ensure proper documentations for the same. # Knowledge of SEBI (LODR) Regulations, 2015. # Assisting clients for conducting AGM/EGMs, Evoting on NSE/BSE/Instameet platform. Show less
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Sharekhan
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India
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Financial Services
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700 & Above Employee
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Equity Dealer
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May 2017 - Nov 2019
1. Inbound Process: # Attending calls from PAN India clients # Providing research calls, Market updates # To trade for the clients, keeping them informed about rates and order & trade details confirmation. # Ability to advise the clients. # Through knowledge of all NSE/BSE rules & regulations & compliance. # Maintaining order report & revenue report of clients. 2. Outbound process # Calling inactive clients from given database and providing solutions to their issues. # Maintaining active client report & margin collected report. Show less
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Education
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Welingkar Institute of Management
MBA, Finance -
Chetanas Hazarimal Somani College of Commerce and Smt.Kusumtai Chaudhari College of Arts Near Government Servants Colony Bandra Mumbai 400 051
Postgraduate Degree, Accounting and Finance -
Chetanas Hazarimal Somani College of Commerce and Smt.Kusumtai Chaudhari College of Arts Near Government Servants Colony Bandra Mumbai 400 051
Bachelor of Commerce - BCom, Accounting and Finance -
National Institute of Securities Markets (NISM)
Series 1, Currency Derivatives