Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
Generic

Aparnaa Shinde

Chembur

Summary

Dynamic professional with extensive experience at LKP Securities Ltd., excelling in trade processing and client satisfaction. Proven ability to lead teams and implement strategies that enhance customer experiences. Skilled in organizational management and adept at navigating complex financial operations, ensuring seamless communication with stakeholders and optimizing trade confirmations.

Overview

24
24
years of professional experience

Work History

Manager

LKP Securities Ltd.
MUMBAI
01.2024 - Current
  • Trade processing, sending STP, EOD to clients.
  • New Empanelment and renewal of empanelment.
  • Handling end to end Institutional process.
  • Co coordinating with Exchanges, Custodians, software teams, clients.
  • Developed and implemented strategies to increase customer satisfaction.

Assistant Manager

EMKAY GLOBAL FINANCIAL SERVICES LTD.
Mumbai
11.2014 - 10.2023
  • Custodian Confirmation – Calling custodies for daily trade confirmation.
  • New Scheme Setup, NSE BSE UCC & Terminal Mapin.
  • Processing Contract Notes, Sending STP & EOD to client.
  • PTA Reporting, Client Code Modifications.
  • Custodian Brokerage Reconciliation.
  • Preparing OTR.
  • T Day Marginable Client Custodian Confirmation.

Back Office Executive

SKP SECURITIES LTD.
Mumbai
06.2013 - 10.2014
  • Handling back-office operation of Institutional Equity desk.
  • Uploading STP files through F.T. and NSEIT.
  • Maintaining Bank Accounts & Reconciliation.
  • Dealing with custodian regarding brokerage and new schemes, trade confirmation.
  • Uploading 6A- 7A files to BSE.

Dealer - Cash

GEOJIT BNP PARIBAS FINANCIAL SERVICES LTD.
Mumbai
06.2009 - 03.2011
  • Execution of transactions on NSE / BSE / F&O ODIN terminal.
  • Updating trading recommendations / calls to clients.
  • Customer handling & interaction.
  • Updating clients about market movements & their trade positions & balances.
  • Executing client orders at best possible rate.
  • Handling Demat & IPO operations.
  • Back Office operations, Account opening procedures.

Dealer - Cash

SBI CAP SECURITIES LTD.
Mumbai
11.2006 - 05.2009
  • Operating online terminals of BSE, NSE.
  • Handling daily Back-office operations.
  • Updating clients about market movements & their trade positions & balances etc.
  • Executing client orders at best possible rate.
  • Handling Demat operations & a/c opening process.
  • Handling IPO operations.
  • Managing Branch operations & interaction with HO.

Back Office / Accounts Executive

SMS FINANCIAL SERVICES PVT. LTD.
Mumbai
06.2001 - 10.2006
  • Back-office operations, Demat & trade processing of settlement.
  • Handling of SMS' share trading customers.
  • Generate bills, contracts & Financial Accounting etc.

Education

BCOM -

MUMBAI UNIVERSITY
MUMBAI
04-1999

NISM SERIES VIII- CERTIFICATION -

Skills

  • Customer satisfaction
  • Organizational skills
  • Time management
  • Team leadership

Personal Information

Date of Birth: 03/29/79

Timeline

Manager

LKP Securities Ltd.
01.2024 - Current

Assistant Manager

EMKAY GLOBAL FINANCIAL SERVICES LTD.
11.2014 - 10.2023

Back Office Executive

SKP SECURITIES LTD.
06.2013 - 10.2014

Dealer - Cash

GEOJIT BNP PARIBAS FINANCIAL SERVICES LTD.
06.2009 - 03.2011

Dealer - Cash

SBI CAP SECURITIES LTD.
11.2006 - 05.2009

Back Office / Accounts Executive

SMS FINANCIAL SERVICES PVT. LTD.
06.2001 - 10.2006

BCOM -

MUMBAI UNIVERSITY

NISM SERIES VIII- CERTIFICATION -

Aparnaa Shinde