Experience

Way 2 Wealth Securities Pvt Ltd

• India
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Operations Executive

  • Oct 2013 - Present

  Trade and Settlement Process.  • A competent professional with nearly 4 years of experience in: Operations Management Process Management Data Reconciliation Client Relationship Management - Attrition Management - Team Management • An out-of-the-box thinker with proven track record of establishing processes, SOPs, streamlining workflow and creating team work environment to enhance productivity innovatively • Well versed with Trade Settlements and Confirmation through Online Platform like LD (Lidha Didha), TechExecl, Cash flow Matching (CFM) • Demonstrated experience in the practical implementation of detailed project plan for identification of reconciliation to be transitioned / migrated, creation of detailed process documentation including risk mitigation documentation • Excellent interpersonal skills with problem solving, logical thinking and analytical abilities Show less



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Deputy Manager

  • Feb 2017 - Present

  NRI PIS Officer, NR person, they want to invest in capital market, we will provide PIS permission Number on behalf of RBI, and also handling payout and payin reporting to RBI. NRI PIS Officer, NR person, they want to invest in capital market, we will provide PIS permission Number on behalf of RBI, and also handling payout and payin reporting to RBI.



Way2Wealth Brokers Pvt. Ltd.

• India
• Financial Services
• 400 - 500 Employee

• Senior Operations Executive

  • Oct 2013 - Present

  • Mapping clients' requirements and coordinating, developing and implementing processes in line with guidelines • Monitoring the overall functioning of processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction level • Preparing MIS reports as per SLA with a view to apprise management of the process operations and assist in critical decision- making process • Assessing the customer feedback, evaluating areas of improvements & providing critical feedback to the associates on improvements and achieving higher customer satisfaction matrices Show less