Mitul Shah
Mumbai
Summary
Experienced in delivering exceptional customer service and providing functional support within the financial sector. Proficient in troubleshooting, coordinating with clients, and resolving application issues. Committed to making meaningful contributions and driving organizational goals forward. Dedicated professional with a proven track record of delivering top-notch support and ensuring customer satisfaction.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Business Consultant – Nest Trader Software
OmneNEST Technologies Pvt. Ltd.
05.2024 - 02.2025
- Assisted brokers in onboarding tasks such as participating in test and simulation markets, providing RMS training, and understanding client requirements
- Helped clients with server upgrades, backup server additions, and resolving any issues during the process for a seamless transition
- Coordinated with clients and third-party vendors for smooth communication and project execution, reducing project delays
- Coordinated regularly with clients for follow-ups, communication among teams, and updating milestone/payment accrued information
Customer Support Executive – XTS Software
Symphony Fintech Solutions Pvt. Ltd.
05.2021 - 05.2024
- Provided solutions to broker queries on application, RMS, BO, and CO order placing, offering basic training as needed
- Assisted TMs in preparing various files including RMS limit, and offline and online client creation or modification
- Taking requirement from client with respect to file up-loader and TWS
- Finding the cause of rejection of order and thereby providing solution to them
- Managed testing for TWS, WEB, and Android mobile during every build update and mock session
- Participated in Test and Simulation market environments, capturing screenshots for auditing purposes
Senior Executive – NSE NOW Project
NSE IT Limited
09.2019 - 05.2021
- Conducted post Bod-Eod processes in NOW software, including order placements and rejection checks across exchanges, setting alert, uploading PS03 file in all exchanges, screen-shot of all position, deleting old master file, placing orders through web and mobile as well
- Provided basic training on RMS, solved order and risk-related queries for trading members
- Resolved issues regarding order placement and risk assessment for trading members
- Helped in preparing stock and ISIN updating files, handling OFS related queries, and calling members for dues clearance and password resets
- Facilitated RMS limit setup and client preparation for both offline and online channels
Equity and Currency Advisor – Wealth Management Team
Bonanza Portfolio Ltd.
04.2015 - 09.2019
- Provided market updates and executed trade orders for clients regularly to meet their objectives
- Conducted analysis of market conditions, created reports, and offered evaluations to assist clients effectively
- Generated revenue for Bonanza Portfolio Ltd by contributing to the achievement of company goals
Senior Advisor
CD Equisearch Pvt. Ltd.
12.2012 - 03.2015
- Helping the company to achieve its goals by generating revenue for the company
- Promoting Mutual Fund, Franchisee Business (Online and Offline)
- Managing all operational tasks for various trading functions
Equity Advisor
Angel Broking Ltd.
07.2011 - 12.2012
- Suggesting client to invest in particular stock as well as executing orders on their behalf
- Preparing the daily report of trading performance and setting the risk parameter dynamically
Equity Dealer
Sharekhan Ltd.
06.2010 - 07.2011
- To create position in equity and F&O segment and to thereby generate revenue for the company
- Determining appropriate entry and exit prices through valuation
Education
Master Financial Analysis -
ICFAI University
01-2010
Bachelor of Commerce -
Mumbai University
01-2007
Diploma in Business Management -
Indian Merchant Chamber
01-2005
Maharashtra State Board (H.S.C.)
01-2004
Maharashtra State Board (S.S.C.)
01-2002
Skills
- Customer Service Management
- Functional Support
- Complaint handling
- Project Management
- Equity / Comomdity Dealing
Computer Awareness
- Can operate TWS, NOW, ODIN, NEST Trader(Omnesys), Trade Tiger
- Can Operate Windows 11, Tally 9
Certification
NISM - Derivative & Currency Derivative Exam
AMFI Distributor Exam - ARN Certified
Timeline
Business Consultant – Nest Trader Software
OmneNEST Technologies Pvt. Ltd.
05.2024 - 02.2025
Customer Support Executive – XTS Software
Symphony Fintech Solutions Pvt. Ltd.
05.2021 - 05.2024
Senior Executive – NSE NOW Project
NSE IT Limited
09.2019 - 05.2021
Equity and Currency Advisor – Wealth Management Team
Bonanza Portfolio Ltd.
04.2015 - 09.2019
Senior Advisor
CD Equisearch Pvt. Ltd.
12.2012 - 03.2015
Equity Advisor
Angel Broking Ltd.
07.2011 - 12.2012
Equity Dealer
Sharekhan Ltd.
06.2010 - 07.2011
Master Financial Analysis -
ICFAI University
Bachelor of Commerce -
Mumbai University
Diploma in Business Management -
Indian Merchant Chamber
Maharashtra State Board (H.S.C.)
Maharashtra State Board (S.S.C.)
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