Mayur Panchal
Mumbai, Dahisar (E)
Summary
Worked in the Digital Business Operation, dealing in unlisted and delisted market and support and KYC domain in the Broking industry for over 5 years
Open to work in similar role & operations role in any industry preferably in Broking, Financial Services and Fin-tech support services domain.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Exexutive- Trade Support Capital Markets
NSE India Ltd (On payrolls of Nusummit Technologies pvt. Ltd formely knows as NSE-IT)
Mumbai
10.2025 - Current
- Supported trading members with technical troubleshooting for exchange trading terminals, including NEAT Plus, during order rejections, login issues, and application errors in live market conditions.
- Guided trading members through documentation required for algorithmic trading strategy registration with the exchange.
- Provided information on connectivity options to exchange servers, including lease lines and co-location services.
- Assisted with new user ID creation requests and product registration for CTCL, IBT, DMA, and related access needs.
- Participated in mock trading sessions and supported members in test market and simulation market environments.
- Prepared and published query statistics for tracking and reporting.
Equity Advisor & Relationship Manager
Master Capital Services Ltd
Mumbai
09.2022 - 10.2025
- Advised clients on equity investment options aligned with financial goals.
- Executed equity orders through broker systems and trading platforms.
- Monitored existing equity investments and suggested portfolio changes.
- Managed client relationships through clear communication and timely follow-up.
- Tracked portfolio positions and reviewed account activity for accuracy.
- Coordinated with compliance teams to complete KYC and account verification checks.
- Opened demat and trading accounts and onboarded new clients.
- Supported branch operations and resolved client queries promptly.
- Cross-sold mutual fund products and insurance solutions.
Investment Executive
3A Financial Services Ltd
Mumbai
08.2019 - 10.2020
- Coordinated transaction management and deal processing for buying team.
- Facilitated deal closings for unlisted, delisted, and pre-IPO shares.
- Prepared DCLs and completed deal closure independently per organizational guidelines.
- Maintained accurate client and deal records in the system.
Education
M.Com in (Advance Accountancy) - Accounting And Finance
University Of Mumbai
Mumbai06-2021
BAF - Accounting And Finance
R.R International College
Mumbai, Borivali06-2019
Skills
- MS Excel and Word
- Verbal and written communication in english
- Client relationship management
- Digital KYC and coordination
Certification
- NISM Series-I - Currency & Derivatives
NISM Series-VIII - Equity & Derivatives
Accomplishments
- Highest Dormant Client activated in OND awarded by Master Capital Services Ltd
- 2 Times DJFM Insurance contest qualifier
- Received multiple client appreciation mails from trading member in NSE India Ltd
Timeline
Exexutive- Trade Support Capital Markets
NSE India Ltd (On payrolls of Nusummit Technologies pvt. Ltd formely knows as NSE-IT)
10.2025 - Current
Equity Advisor & Relationship Manager
Master Capital Services Ltd
09.2022 - 10.2025
Investment Executive
3A Financial Services Ltd
08.2019 - 10.2020
M.Com in (Advance Accountancy) - Accounting And Finance
University Of Mumbai
BAF - Accounting And Finance
R.R International College