JINGISKHAN M
Chennai
Summary
To pursue a career in challenging areas of technology that enables me to enhance my skills and attain dynamic experience and at the same time pragmatically contribute in adding value to your organization. I am fast learner, dedicated & highly motivated to accept challenges & pursue perfection in my work.
Overview
14
14
years of professional experience
2007
2007
years of post-secondary education
Work History
PROCESSING OFFICER
GOODWILL WEALTH MANAGEMENT PVT LTD
10.2019 - Current
- KYC Form Scrutiny: Review KYC forms for equity and commodity segments (physical and eKYC)
- Document Verification: Verify client documents and forms from branches and authorized personnel
- Client Code Management: Generate and auto-update client codes in Tech Excel, resolving discrepancies
- Document Upload: Scan and upload client forms to CDSL Ventures Limited
- Client Support: Resolve client and branch service queries via phone
- Segment Activation: Manage activation for existing clients across various segments
- UCC Upload: Upload Unique Client Codes (UCC) for clients on NSE, BSE, and MCX
- Training and Meetings: Conduct training sessions and meetings for team compliance and issue resolution
- KYC Changes/Reactivation: Update client details (address, mobile, email) in the back office and respective exchanges (NSE, BSE, MCX)
- CKYC: Upload client data, obtain a unique identifier, verify documents, synchronize information, and conduct compliance checks
- KRA: Collect KYC data, register with KRA, provide acknowledgment, monitor status, and facilitate transactions
Team Leader(TL)
W2A CORPORATE SERVICE PVT LTD
01.2019 - 09.2019
- Allocating daily jobs and workloads
- Training new team members
- Managing team performance and progress
- Enforcing all company approved policies and procedures
- Constantly looking for ways to improve processes
- Monitoring the performance of junior staff
- Completing team-related paperwork
- Managing and Monitoring staff attendance
- Giving Prompt and Accurate information on individual staff member performance
- Attend and Participating Team Meetings
- Reporting to Senior Manager
Senior Executive
NAVIA MARKETS PVT LTD
09.2017 - 12.2018
- Account Opening: Facilitate account opening for new and existing clients (RI, NRI, Franchise)
- CKYC Processing: Modify and upload images in Sharepro and the CKYC database
- Form Scrutiny: Review account opening forms for new and existing clients (RI, NRI, Franchise, DP)
- Client Communication: Send welcome emails and SMS to new account holders
- Provision Codes: Provide details on pending provision codes daily
- MIS Reporting: Deliver daily and weekly MIS reports for new codes and IBT for CKYC and KRA processes
- Dashboard Management: Activate or deactivate dashboard access for existing client requests
- SMP Processing: Manage Subscription Management Portal processes daily
- UCC Upload: Upload Unique Client Codes (UCC) for new and existing clients (RI, NRI, Special Accounts) to NSE, BSE, and MCX
Operation Executive
3 I Infotech(Icici Securities Ltd)
04.2013 - 09.2017
- Product Marketing: Promote mutual funds, insurance products, and other banking offerings, achieving monthly targets
- Revenue Generation: Identify and develop new avenues for increasing monthly revenue
- Lead Generation: Organize regular lead generation activities to ensure a consistent business flow
- Client Relationship Management: Maintain strong relationships with clients and provide timely services
- NRI Account Opening: Facilitate the NRI account opening process
- KYC Process: Oversee KYC procedures to ensure compliance and smooth onboarding
Processing Executive
Critical Paradigm Gestalt Pvt Ltd(Bank of America)
05.2010 - 11.2012
- Cheque Processing: Manage the processing of local and outstation cheques, including tracking and reconciliation
- MIS Reporting: Prepare daily and monthly MIS reports to monitor cheque processing activities
- Clientwise MIS Handling: Oversee processing and handling of upcountry and outstation MIS on a client-by-client basis
Education
B.SC - MATHS
St.Thomas college of arts & science
HSC -
GovtHrSecSchool
Skills
Outstanding ability to think creatively, and identify and resolve problems
Attention to detail and the ability to effectively multi-task in a deadline driven atmosphere
Ability to clearly and effectively articulate thoughts and points
High levels of integrity, autonomy, and self-motivation
Excellent analytical, organizational, project management and time management skills
Personal Information
- Date of Birth: 06/04/89
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge.
Mobilenumbers
- +91 9094709071
- +91 9176657102
Timeline
PROCESSING OFFICER
GOODWILL WEALTH MANAGEMENT PVT LTD
10.2019 - Current
Team Leader(TL)
W2A CORPORATE SERVICE PVT LTD
01.2019 - 09.2019
Senior Executive
NAVIA MARKETS PVT LTD
09.2017 - 12.2018
Operation Executive
3 I Infotech(Icici Securities Ltd)
04.2013 - 09.2017
Processing Executive
Critical Paradigm Gestalt Pvt Ltd(Bank of America)
05.2010 - 11.2012
B.SC - MATHS
St.Thomas college of arts & science
HSC -
GovtHrSecSchool
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