Jyoti Mhatre

Associate at National Securities Depository Limited (NSDL)
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN

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Experience

    • India
    • Financial Services
    • 400 - 500 Employee
    • Associate
      • Sep 2021 - Present

    • Associate
      • Sep 2021 - Present

    • India
    • Capital Markets
    • 200 - 300 Employee
    • Associate - Corporate Action
      • 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

    • India
    • Financial Services
    • 700 & Above Employee
    • Equity Dealer
      • 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

Education

  • Welingkar Institute of Management
    MBA, Finance
    2022 - 2023
  • 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
    2015 - 2017
  • 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
    2012 - 2015
  • National Institute of Securities Markets (NISM)
    Series 1, Currency Derivatives

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