Summary
Overview
Work History
Education
Skills
Certification
Software
Interests
Work Availability
Cooking, Playing games, Listening Music
Timeline
CustomerServiceRepresentative
Ajith PV

Ajith PV

Securities Transfer Agent
Bangalore,Karnataka

Summary

To associate with an innovative and vibrant organization, this allows me to put my competencies to the best use, to add value to the organization and contributes to my overall growth as an individual. SecuritiesTransfer Agent with over 2.5 years of successful experience in Shareowner services and Transfer Agency. Recognized consistently for performance excellence and contributions to success in Investment Banking industry. Strengths in excellent planning and organisation skills backed by training in Finance and Account.

Overview

4
4
Languages
3
3
Certifications
6
6
years of post-secondary education
3
3
years of professional experience

Work History

Process Executive

Equiniti (India) Pvt. Ltd
Bangalore, Karnataka
01.2019 - Current
  • Being working with Shareowner Service team my primary Responsibilities are – Executing operational accounting activities of Capital Market/Transfer Agency and Shareowner Account Maintenance, Registration & Payments.
  • The Department is responsible for Clients or Shareholders Document Management Processing and Quality Checking of transactions and updating the registers of clients in response to Investor instructions.
  • Analyzing and reviewing various transaction documents provided by Shareowner for accuracy tracing and investigating transaction.
  • Organizing the shareowner request for Transfer of ownership of holding securities, Dividend disbursement, and Direct purchase of shares, Sales and dividends reinvestment, Debit ACH depositing shares into account.
  • One of Major work is transferring ownership of stock from one shareowner to another shareowner by analyzing& Verifying various documents like Medallion guarantee, corporate resolution, certificate of fiduciary, Tax waiver, Letter of Testamentary.
  • Data Maintenance - Changing the primary address of the Shareowner based on their request.
  • Lost Securities – Replace the Certificates shares into Book, Cert or Plan if request comes form shareowner after losing certificates.
  • Plan and prioritize work to ensure that ensuring that SLA's are been met and/or exceeded but also to ensure that regulatory requirements are effectively met.

Junior Accountant

Maben Nidhi Limited, Kerala
01.2018 - 01.2019
  • Post and process journal entries to ensure all business transactions are recorded.
  • Update accounts receivable and issue invoices.
  • Update accounts payable and perform reconciliations.
  • Assist in the processing of balance sheets, income statements and other financial statements according to legal and company accounting and financial guidelines.
  • Assist with reviewing of expenses, payroll records etc.
  • As assigned.
  • Update financial data in databases to ensure that information will be accurate and immediately available when needed.
  • Prepare and submit weekly/monthly reports.

Education

Bachelor of Business Administration - Finance

Calicut University
05.2014 - 07.2017

Higher Secondary Certificate -

GGHSS
06.2012 - 03.2014

Advanced Diploma in Accounts And Finance - Accounts And Finance

D Square Technologies
Bangalore
03.2018 - 03.2019

Indian Payroll Management System During my training at D square Technologies, I was given exposure to the following areas: Advance Financial System: Capital Structure, Dividend Policy, Working Capital Management Introduction to Accounts: Journal entries, Ledger, Final Accounts of Company Income Tax Income from Salary: HRA Calculation, Encashment of earned leave, Gratuity, Pension, Tax Calculation Reports, Investments, Arrears Calculation Provident Fund (PF): PF Challan Employee State Insurance(ESI) Professional Tax(PT) Introduction about GST, GST Migration, GST Slab Rates, GST Calculations, GST Invoices, HSN & SAC Codes, GST in Tally, GST Returns Tally 9: Tally at a Glance, Creation of a new company, Function key combination, Types of accounting Vouchers, VAT, Service Tax, Ratio Analysis Income Tax Report, PF Statement, ESI Statement Tally 9, Balance Sheet, Form 16, & Salary Slip, PT / PF Calculation, TDS, Service Tax Excel Value Addition: VLOOKUP, HLOOKUP, PIVOT, Subtotal, insert a comment, Upper, lower. - undefined

Skills

    Transfer Agent

undefined

Certification

Data maintenance

Software

MS Office

MS Word

Outlook

Iris

Sunstar

Interests

Cooking

Solving Puzzles

Mentoring

Travelling

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Cooking, Playing games, Listening Music

My mother has always been wonderful cook, and i feel cooking is something great and someone who does that is really special. While playing games if i succeeds certain levels, it helps me to achieve success in life!

In intense situations, my favorite musics helps me to relax my mind give some positive vibes.

Timeline

Plan Maintenance and Deposits

01-2020

Plan & DRS - Sales, Contributions, Dividend ACH, Debit ACH

09-2019

Data maintenance

08-2019

Process Executive

Equiniti (India) Pvt. Ltd
01.2019 - Current

Advanced Diploma in Accounts And Finance - Accounts And Finance

D Square Technologies
03.2018 - 03.2019

Junior Accountant

Maben Nidhi Limited, Kerala
01.2018 - 01.2019

Bachelor of Business Administration - Finance

Calicut University
05.2014 - 07.2017

Higher Secondary Certificate -

GGHSS
06.2012 - 03.2014

Indian Payroll Management System During my training at D square Technologies, I was given exposure to the following areas: Advance Financial System: Capital Structure, Dividend Policy, Working Capital Management Introduction to Accounts: Journal entries, Ledger, Final Accounts of Company Income Tax Income from Salary: HRA Calculation, Encashment of earned leave, Gratuity, Pension, Tax Calculation Reports, Investments, Arrears Calculation Provident Fund (PF): PF Challan Employee State Insurance(ESI) Professional Tax(PT) Introduction about GST, GST Migration, GST Slab Rates, GST Calculations, GST Invoices, HSN & SAC Codes, GST in Tally, GST Returns Tally 9: Tally at a Glance, Creation of a new company, Function key combination, Types of accounting Vouchers, VAT, Service Tax, Ratio Analysis Income Tax Report, PF Statement, ESI Statement Tally 9, Balance Sheet, Form 16, & Salary Slip, PT / PF Calculation, TDS, Service Tax Excel Value Addition: VLOOKUP, HLOOKUP, PIVOT, Subtotal, insert a comment, Upper, lower. - undefined

Ajith PVSecurities Transfer Agent