Experience

SMIFS LIMITED

• India
• Financial Services
• 1 - 100 Employee

• Help Desk Officer Compliance

  • Aug 2020 - Present

  Kolkata, West Bengal, India



Ekarigar Technologies

• Data Analyst

  • Aug 2018 - Apr 2020

  Ambala Cantonment, Haryana Have been involved in auditing the stocks/products available on the websites of the Middle East. The link of the websites where the checks are required are shared by the clients itself. I am responsible to audit the stock reports and share it with the end user/clients



Zerodha

• India
• Financial Services
• 700 & Above Employee

• Assistant Manager Support

  • Apr 2015 - Dec 2017

  Bengaluru Area, India



WealthRays Securities Private Limited

• India
• Capital Markets
• 1 - 100 Employee

• Senior Executive - Operations

  • Apr 2014 - Apr 2015

  Bangalore



Alphametrix Ltd.

• Business Development Executive

  • Jun 2013 - Mar 2014

  BANGALORE Role: Responsible for Selling MT4 Technical Analysis Software with the Indian stocks like NSE, MCX, & Currency. Responsibilities: Responsible for generating and developing sources of potential clients. I give the Demonstration and sharing the knowledge of the software with the clients who came due to the lead generation process. Effectively communicating with the clients. Arrange webinars and Seminar for the prospective clients. Liaise with other members of Sales Team… Show more Role: Responsible for Selling MT4 Technical Analysis Software with the Indian stocks like NSE, MCX, & Currency. Responsibilities: Responsible for generating and developing sources of potential clients. I give the Demonstration and sharing the knowledge of the software with the clients who came due to the lead generation process. Effectively communicating with the clients. Arrange webinars and Seminar for the prospective clients. Liaise with other members of Sales Team to actively promote sales opportunities, exchange information and increase professionalism. Maintain daily reports. Send mails to the clients who have taken a demonstration of our product. Maintain and also collect feedback related to the products usage and pricing. Maintain monthly sales reports. Channel Partner Management: Create and establish new channel partners. Establish productive, professional relationship with the channel partners. Handle the queries of the channel Partners related with the product. Show less



Stewart & Mackertich Wealth Management Ltd.

• Senior Executive - Operations

  • Apr 2006 - Dec 2009

  Kolkata Area, India Account Opening • Responsible for updating old trading accounts into new format as per KYC (Know Your Clients) norms. • Maintaining of New Trading Account Opening Forms. • Responsible for updating PAN Card details. • Giving confirmation and trade related details to High Networth clients. Risk Management • Risk Management – Co-ordination requests from clients for trading exposure to HO. • Recording Exposure provided to clients on daily basis. • Tracking exposure… Show more Account Opening • Responsible for updating old trading accounts into new format as per KYC (Know Your Clients) norms. • Maintaining of New Trading Account Opening Forms. • Responsible for updating PAN Card details. • Giving confirmation and trade related details to High Networth clients. Risk Management • Risk Management – Co-ordination requests from clients for trading exposure to HO. • Recording Exposure provided to clients on daily basis. • Tracking exposure files received from HO and pursuing clients to reduce debits. • Preparing list for sell exposure of clients who have debits beyond a certain amount and a stipulated time period. Securities Pay-In & Pay-Out • Tracking HNI pay-in of securities and intimation of over dues. • Intimation of pay-out shortage to clients. • Close-Out report request to HO. • Tracking of Margin Account and intimation to HO. • Tracking of Hold Back Account and intimation to HO. • Client Servicing – Solving queries of clients for ledger balances, auctions and security holding. Depository Section • Intimation of failed Instructions to clients for DP Section. • Maintaining Accounts of DP Section. • DP Instruction Slip capture and release. • Tracking of retail pay-in of securities and overdue intimation to clients. Show less