Summary
Overview
Work History
Education
Skills
Objectives And Strengths
Additional Qualifications
Timeline
Generic

Deepa Sadanand Poojari

Mumbai

Summary

To optimize my knowledge, skills & gather maximum opportunities for professional growth which will entail professional excellence in the best interest of the organization where I impart my duties.

Overview

5
5
years of professional experience

Work History

Senior Officer – Operations

ANAND RATHI PRIVATE WEALTH MANAGEMENT
Mumbai
12.2021 - Current
  • Assisted in mutual fund reconciliation within WBOS system.
    Requested RTA feeds for transaction data comparison.
    Conducted thorough analysis of transaction data for accuracy.
    Collaborated with teams to resolve discrepancies in financial records.
  • Executing Mutual fund transactions for clients using platforms like BSE Star MF and MF Utility.
  • Assisted with trading and demat account openings.
    Facilitated non-demat account openings via BSE Star MF Platform, ensuring compliance with regulatory requirements..
  • Generating CAN (Common Account Number) for clients to enable trade execution in MF Utility.
  • Executed dematerialization of shares.
  • Daily coordination with exchanges, account mangers and relationship managers to ensure smooth operations.

Account Assistant

Adhar Beverages
Mumbai
11.2020 - 11.2021
  • Basic Accounting
  • Day to Day Purchase & Sales Entries in the Books of Account
  • Day to Day Cash & Bank Transaction
  • Cash Handling
  • Petty Cash
  • Verified all bank entries and to prepare Bank Reconciliation Statements.

Education

PGDM-Finance -

Welingkar Institute of Management
Mumbai
01-2024

Masters in Adv. Finance And Accounting -

S M Shetty College
Powai
01.2023

Bachelors of Commerce -

V.P.M. Shah College
Mumbai
01.2019

Skills

  • Windows and MS Office
  • Advanced Excel
  • Tally ERP 9

Objectives And Strengths

  • To work in a challenging atmosphere
  • Excellent team player
  • Enthusiastic approach towards learning new things

Additional Qualifications

BCA, Certified Industrial Accountant + (Modular), 04/2018 - 10/2019, B

Timeline

Senior Officer – Operations

ANAND RATHI PRIVATE WEALTH MANAGEMENT
12.2021 - Current

Account Assistant

Adhar Beverages
11.2020 - 11.2021

PGDM-Finance -

Welingkar Institute of Management

Masters in Adv. Finance And Accounting -

S M Shetty College

Bachelors of Commerce -

V.P.M. Shah College

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Deepa Sadanand Poojari