Jical Thodi
Mumbai
Summary
Accomplished Client Service Executive passionate about bettering brand reputation and serving clients. Trustworthy and enthusiastic with fluency. Excellent mediation and problem-solving abilities. Multitasks to meet all deadlines.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Executive , (Middle Office )
Emkay Global Financial Services Limited
Mumbai
01.2024 - Current
- Empanelment and account opening documentation process of Institution/HNI/Corporate Clients/PMS/AIF
- Overall supervision on EDP and PCG (Ops) team to manage expectations from Sales team for client deliverables
- Coordinate with other departments such as Software, Settlement, Account, IT, Risk, Trading Ops to fulfil business requirements and resolve the issues
- Set up of Institutional and domestic account along with Brokerage Schemes , charges with approval of business head
- Follow up with the custodian , clearing houses as well as institutional fund houses to confirm the trades
- Follow up with the sales team and client to clear the brokerage invoice on time
- Contribute and drive development of efficiencies and process improvement initiatives requires partnership with Technology and across Operations
- Serve as a point of escalation for the team and help manage issues effectively
- Client Relationship Management with a key focus on efficiency, control, and enhancing client experience
- Assisting Electronic software team to order Algo licenses and keeping the record of DMA (terminal ) RMS has been installed on time for Client
- Assisting IT team to create and install VPN for client on time
- Preparing Algo invoices with Accounts and coordinating with client to clearing out on time
- Participate in various middle office projects related to optimizing management of the activity
- Preparing monthly / daily MIS list of DMA's used in terminal like Greek , Kambala etc direct reporting to COO
- Implanting new strategy ideas to streamline and faster the process flow.
Assistant Manager ( Commercial Operations)
Kotak Mahindra Bank
Mumbai
02.2023 - 07.2023
- Loan Maker for Consumer , Commercial and wholesale Banking Clients of Kotak Mahindra Bank and Group Companies
- Coordinate with various stakeholders (internal/external) while handling loan disbursements
- Understanding the terms and conditions stipulates in Sanction Letter (SL)and ensuring compliance affecting ROI change as per request , funds transfer related to Loans , EMI/SI change
- Ensuring all loan disbursements are processed in accordance with extant RBI regulations , guidelines issued by Compliance dept and internal policies
- Handing data and MIS related to loans
- Responsible for reconciliation of entries related to loan disbursement.
Accountant
RJ Design
Palakkad
04.2021 - 09.2022
- Marinating cash flows
- Preparing MIS
- Collection and disbursement of cash or cheque
- Generating E-way Bills and Invoices.
Education
Master in Business Administration (Finance) -
Manipal University of Jaipur
03-2024
Bachelor of Commerce (Accounting & Finance) - Accounting and Finance
Mumbai University
Mumbai11-2020
Skills
- Client Relationship Management
- Time Management
- Communication
- Relationship Management
- Teamwork
Certification
- NISM Series VIII Equites and Derivatives ( National Institute of Securities Market)
- Certified Investment Banking Operations Professional (Imarticus Learning )
- Post Graduate Certification Program in BFSI ( Expertrons Technologies Pvt. Ltd)
- Introduction to MS Excel (SimpliLearn)
- Introduction to Basic Of Finance (SimpliLearn)
Locations
- Mumbai
Languages
- English
- Hindi
- Marathi
References
- Mr Kumar Manish, Vice President - Regional Head - Career Services, Imarticus Learning, kumar.manish@imarticus.com
- Ms Nandita Nadig, Vice President - Training and Development, Imarticus Learning, nandita.nadig@imarticus.com
Timeline
Senior Executive , (Middle Office )
Emkay Global Financial Services Limited
01.2024 - Current
Assistant Manager ( Commercial Operations)
Kotak Mahindra Bank
02.2023 - 07.2023
Accountant
RJ Design
04.2021 - 09.2022
Master in Business Administration (Finance) -
Manipal University of Jaipur
Bachelor of Commerce (Accounting & Finance) - Accounting and Finance
Mumbai University
- NISM Series VIII Equites and Derivatives ( National Institute of Securities Market)
- Certified Investment Banking Operations Professional (Imarticus Learning )
- Post Graduate Certification Program in BFSI ( Expertrons Technologies Pvt. Ltd)
- Introduction to MS Excel (SimpliLearn)
- Introduction to Basic Of Finance (SimpliLearn)
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