Adept at navigating complex financial regulations and leading teams to exceed targets, my tenure at INDmoney private limited honed my problem-solving and leadership skills. Demonstrated expertise in dematerialization and compliance audits, achieving a 20% increase in client satisfaction. A motivator with a keen eye for detail, I excel in high-pressure environments.
Work Experience,
• DP BOD Process
• Demat account opening.
• Client Modification.
• Delivery Instruction Slip process (DIS)
• Easiest off-market process.
• Easiest authentication, password, and PIN reset.
• Dematerialization & Rematerialization
De-statementation, restatement, and redemption request.
• DIS book issuance.
• Account closure of online and offline.
Closure, cum transfer.
• Transmission.
• Off-market scan upload.
• Concurrent and internal audit.
• CDSL Inspection.
• SEBI Inspection.
• Freeze and unfreeze of demat accounts and deactivation of trading accounts.
• Normal pledge, margin pledge, margin unpledge, and invocation.
• Securities settlement.
• Corporate auction.
• Insta BO creation.
• Attending walk-in clients.
• Identification and closure of compliance related to DP.
• Buyback DP process and exchange bidding.
Work Experience
• DP BOD Process
• Demat Account opening
• Client Modification
• Delivery instruction slip process (DIS)
• Easiest off-Market process
• Dematerialization & Rematralaization
• De-statementation & MF repurchase and redemption request.
• DIS Book issuance & Block
• Account closure of online & Offline
• Transfer cum closure
• Transmission
• Off-Market scan upload
• Internal & Concurrent audit
• CDSL audit
• Freeze & Unfreeze
• Normal Pledge, Margin Pledge, Margin re-Pledge
• E DIS process for Non-POA customer
• UCC Mapping & POA & DDPI ID Mapping
• Daily MIS
• DP EOD process
• settlement process
• Auction Pay-out process
• Pay-in & Pay-out of trade settlement
• Reconciliation of Pay-out
• Buyback process
• Easi & Easiest authentication
• IPO & FPO
• Mutual Fund redemption and Purchase order • Collateral release & Margin Un-Pledge
• Daily BOD and EOD Process
• INSTA BO Creation
• Daily DP Holding process
• Holding Reconciliation
• Client Modification
• Preparing Daily MIS
• Buy Back process and Bidding
• Pledge, Margin Pledge & re-Pledge
• IPO process
• Off-Market and on market
• Transmission & Transfer cum closure & closure • settlement process
• Corporate Auction
• Demat Freeze/Unfreeze
• Share Dematerialisation & Share Rematerialisation
• Demat and Trading Account Creation, Closing of Demat
• Data modification for both Demat and Trading
• Pay-in and payout manual punch
• KYC, KRA process, Demat freeze/unfreeze.
• Dematerialization & Rematerialization
• MF Destate and Restate both CDSL and NSDL
• Off-market physical instruction
• Speed-e and easiest request authorization
• Pledge/un-pledge shares.
• Account transfer and transmission.