MAHATVI WAGHELA
Operation Executive at iFAST Financial India Pvt Ltd- Claim this Profile
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Bio
Credentials
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Mutual Fund Distribution 5A
National Institute of Securities Markets (NISM)Mar, 2021- Nov, 2024 -
Financial Modelling Basic
Skill Nation
Experience
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iFAST Financial India Pvt Ltd
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India
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Financial Services
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1 - 100 Employee
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Operation Executive
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Aug 2021 - Present
* Completing all transactions assigned, which includes account opening, transaction processing, reconciliation of units and other daily operations processes. * Laising with fund houses (AMC), Registrars & Transfer company, BSE and IFA with regards to order and other operational matter. * Ensuring timely and accurate reconciliation actions are performed. * Handling KYC , CKYC and Non financial transactions for individual and non individual clients. * Updating and uploading client images, UCC, UBO, FATCA at BSE and R&T level ( Cams & Karvy) on a daily basis. * Assisting in implementating procedures. * Up to date with compliance/ new norma for avoiding rejections and escalation. * Ensuring smooth operations within the company. Show less
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Cc Commodity Info Services
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India
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Consumer Services
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1 - 100 Employee
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Research Analyst
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Jan 2020 - Oct 2020
· Flash Cotton, Grains & Rubber (spot markets rates) in the form SMS to various clients across india on hourly basis · Collecting and analysing financial market data from various data sources. · Providing accurate statistical data on a company website. · We help to bank for funding the loans by providing accurate rates. · Reporting & maintaining records of work and processes. · Tracking commodities and preparing daily news and commentary. · Reasearch and analysis of Commodity markets spot and future as well as. Show less
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Sub Broker Of Motilal Oswal Securities Limited
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India
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Appliances, Electrical, and Electronics Manufacturing
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1 - 100 Employee
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Equity Dealer
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May 2018 - Nov 2018
· Execute the orders on behalf of client · Ensure & timely execution of orders on terminal ( Sauda punching on terminal processing and confirmation of trade of equity and derivatives. · order for client on NSE / BSE terminal · Monitor client exposure limit · Solving queries of the client related to demat and trading account · Handled IPOs ( filing forms & processing it further on behalf of client · Servicing client portfolios · Convert rematerialisation into dematerialisation account · Open and close process of demat & trading account Show less
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IL & FS Securities & Services Limited
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Computer and Network Security
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1 - 100 Employee
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Tele caller cum Trade Support executive
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Jul 2016 - May 2018
· · Handling clients queries related to DP account (Depository participants) through mail & call. · Collection of DP charges and tracking dormant account on day to day basis. · Preparing MIS report & forwarding it to branches of ILFS on weekly basis as in risen & fall of wealth. · Trade support process :- NSDL & CDSL system (Pay-in & Pay out, Payment updating, Compliance work for demat and trading account a/c open and close procedure Generate report from NSDL & CDSL pertain to instruction processed and are in Rejection/ cancelled/ Overdue status for all clients. ( Individual, corporate Beneficiary, clearing members) To look after DIS ( Delivery Instruction Slip) issuance process. Monitor online transaction status and report to client. Handling client query pertaining to settlement process. Show less
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Education
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2011 - 2012
University of Mumbai
Bachelor of Commerce - BCom, Accounting and Finance
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