Young individual with MBA in Finance specialization, Experienced Senior Associate with analytical and flexible approach to solving problems. Decisive leader driven to optimize processes and streamline operations for team efficiency.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Senior Associate
ORBIS FINANCIAL CORPORATION LTD
10.2023 - Current
Managed clearing, settlement, pay-in & pay-out of trades to exchange, ensuring accurate transaction processing.
Executed dematerialization and rematerialization of government securities, improving trade efficiency.
Oversaw the reconciliation of client holdings.
Settled mutual fund redemptions in demat mode.
Provided client servicing and resolved related queries, maintaining high client satisfaction.
Security Allocation in cash market trading of clients
Operation Executive
INDO MONEY SECURITY PRIVATE LIMTED
08.2022 - 09.2023
Managed pay-in and pay-out processes for trades, ensuring compliance with exchange protocols.
Coordinated trade allocation to ensure timely execution.
Followed up with clients to deliver timely trade updates, enhancing client communication.
Education
MBA - Finance
Mangalmay Group of Institutions
Greater Noida
01-2023
B.A -
Dr. RLALU University
Sultanpur
01-2021
Secondary School -
SNIC NAIPAL NAGAR MAI BARPUR JAUNPUR
Jaunpur
01-2015
High School -
SMT GD FC DIC MISROULI S MAU JAUNPUR
Jaunpur
01-2013
Skills
Financial Analysis
Trade compliance
Trade settlement
Mutual fund settlements
Holdings reconciliation
Security allocation
MS Excel
Analysis and Decision Making
Problem solving
Client servicing
Interpersonal skills
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification
NISM-Series-VII: Securities Operations and Risk Management Certification