Experience

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  Abira Securities Limited

  • Mumbai, Maharashtra, India

  • Assistant Manager

    • Jul 2023 - Present
    • Mumbai, Maharashtra, India

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  Ambit Capital Pvt Ltd

  • Mumbai, Maharashtra, India

  • Business Process and Operations Executive

    • Nov 2021 - Apr 2023
    • Mumbai, Maharashtra, India

    Execution of daily activities such as Pay-in & pay-out of securities, (cash, futures & options, currency) Trade process, Sending contract notes to clients, Reconciliation of eod DP pool account holdings, Margin EOD process and Segregation process.Managing weekly activities such as exchange reporting of Bank balances, cash and cash equivalent, Pool account holding of shares, updating dormant clients on exchange portals.Reconciliations of DP pool account holding for exchange reporting on weekly basisUnder taking all the tasks assigned by back-office Operation Managers with MIS reports (Daily, Weekly and on Monthly basis) Daily tracking of Emails related Compliance and Exchange QueriesAutomation -Testing UAT & Live RPA for trade process activitiesTesting of new in house portal for online verification of mandatory updating of KYC details and coordinating with developer for necessary changes and requirementsFamiliar with software’s like Class, Cross, Cdas, Citrus, Ekyc, Trackwizz, AAMS, World-Check

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  Ambit Capital

  • Mumbai, Maharashtra, India

  • Business Process and Operations Intern

    • Mar 2021 - Oct 2021
    • Mumbai, Maharashtra, India

    Accountable for DP activities like generating transaction statements, Holding statements, CMR’sInvolved in all DP related activities like all types of Modifications, Nominee updation, DIS Issue, Executing off market DIS, Updating POA, Closure of account, Demat Rejection, Remat Request at maker level in Cross softwareOperated NSE & BSE UCC portals for modification of client detailsProviding assistance in resolving queries raised by the Audit Team for DP internal audit & CDSL auditTracking and performing Reconciliation & updating mandatory 6 KYC attributes Verifying KYC details & communicating discrepancies to relationship managers before account activation of Individual & Non-individual Clients at checker level

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  eClinicalWorks India Pvt. Ltd.

  • Mumbai Area, India

  • RCM specialist

    • Sep 2019 - Feb 2021
    • Mumbai Area, India

    Handled an Accounts Receivable process, involving calling to various US Insurance companies. Posting EOB (Explanation of Benefit) & Billing Claims to the Insurance Companies. Regular follow ups conducted for appeal letters sent by AR team members to all major insurance companies. Ensure prompt and accurate service and achievement of targets; manage day-to-day activities. Regular follow ups done for appeal letters sent by self individually and four team members. Conducted AR/Quality meets for Trainee Associates