Experience

Angel Broking Ltd

• India
• Financial Services
• 100 - 200 Employee

• Branch Manager

  • Oct 2021 - Present



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Sr. Manager

  • Sep 2019 - Sep 2020

  Functional areas: (A)CASH COUNTER:Cash checking, counting and authorization in the morning and at the end of the day,DD & MC authorization,RTGS & NEFT authorization, Fund transfer cheques authorization, Outward Foreign Remittance authorization,MICR cheque collection and sending them to clearing house for processing thrice in a day. (B)OPERATIONS:Bank Guarantee creation, processing of received foreign remittance to credit them to customer’s account, collect and check the documents of the clients as per the requirements to do the different transactions and complete due diligence as per the norms of the bank. (C)REPORT GENERATION AND CHECKING:Morning and day end reports generation, checking and uploading them into the centralized system. (D)SAFE KEEPING OF RECORDS:Safe keeping of reports and all the transaction vouchers for the yearly audit purpose along with the instructions (if any) received from customers. (E)CUSTOMER SERVICE:Handling customer queries and providing them solutions, providing them statements and all other reports as per their requirements. (F)Office Administration: •Facilities management includes building and property maintenance and contractor work coordination •Manage and participate in the management of the vendor relationships for the majority of suppliers of the office •Preparation of work space for new employees and disposition of materials in work spaces when employees depart •Supervising the work of the facility management team-Housekeeping, security, pest control, etc •Establishing and maintaining office files in accordance office administration guidelines and procedures. After yearly audit send them to the warehouse for safe keeping. •Proficient in handling the activities in coordination with the internal/external depts. for smooth business operations •Working closely with the departments to achieve a harmonious working environment and greater operational efficiency •Order all supplies of any kind and process the expenses through pay bills Show less



Motilal Oswal Financial Services Ltd

• India
• Financial Services
• 700 & Above Employee

• Senior Manager

  • Aug 2007 - Sep 2019

  Functional areas: (A) DP: Execution of DIS, Processing of DRF, Pledge & Unpledged request, Provide DP transaction & holding statement as per the request of the clients, Send all DIS for audit to HO on daily basis. (B) RISK MANAGEMENT: Inform clients for the shortage of funds, Collection of payment, Inform RMS Department about the same, closing the client’s position by maintaining the client risk. (C) PRADANYA: Making Payin & Payout shortage of shares, punching of Payin Cheques, Payout Request, Ledger statement, Profit & Loss statements, KYC Punching (D) Operations: Account opening, RMS follow up, Processing of client instructions, making business analysis MIS of sales & advisory, Helping the HO persons in software testing and inform them for the requirements at branch level. (E) COMPLIANCE: Fulfil the compliance requirements as Notice Board along with Branch as well as Head Office address with Compliance Officer Name and the services offered to the clients, Exchange Registration Certificates and adhere the all compliance as per the guidance of exchanges and DPs, collect and check the documents of the clients as per the requirements to do the different transactions and complete due diligence as per the norms of the exchanges. (F) CUSTOMER AND SALES SUPPORT: Providing all the reports as per the requirements of the clients as well as to sales and advisory staff . Resolving client’s issues by providing them appropriate solutions, Client’s escalations & complains handling and resolving them within TAT, raised by them at branch as well as at HO. (F)Office Administration: •Receipt, tagging and inventory entry of equipment. Execute monthly inventory with assistance from team staff •Proficient in handling the activities in coordination with the internal / external departments for smooth business operations •Working closely with the departments to achieve a harmonious working environment and greater operational efficiency Show less



Karvy Stock Broking

• India
• Financial Services
• 700 & Above Employee

• Executive

  • Dec 2006 - Aug 2007

  Functional areas: (A) Advisor: Trading of shares on behalf of clients, business generation and trade confirmations in evening. (B) Other: Cross selling of products e. g. Mutual Funds & Insurance and handling back office also after the completion of trading hours. Functional areas: (A) Advisor: Trading of shares on behalf of clients, business generation and trade confirmations in evening. (B) Other: Cross selling of products e. g. Mutual Funds & Insurance and handling back office also after the completion of trading hours.



A.G. SHARES AND SECURITIES LIMITED

• India
• Financial Services
• 1 - 100 Employee

• Executive

  • Feb 1999 - Nov 2006

  Functional areas: Trading of shares on behalf of clients, business generation and trade confirmations in evening, taking backup of the trades done in whole the day, bill generation, maintaining of accounts, payin & payouts of funds as well as shares, tally the accounts with broker’s account. Functional areas: Trading of shares on behalf of clients, business generation and trade confirmations in evening, taking backup of the trades done in whole the day, bill generation, maintaining of accounts, payin & payouts of funds as well as shares, tally the accounts with broker’s account.