Gym
Nikhil Jagtap
Banking Finance Sarvice Insurance And Broking
Navi Mumbai
Summary
Banking and Financial Services professional with 5+ years of experience in banking, broking, and customer operations.
Experienced in Savings Account and Demat Account opening, account verification, Net Banking activation, digital banking support, KYC/document verification, and resolution of customer objections and service issues.
Currently working as an Assistant Manager, handling Demat account verification and coordinating with internal teams for timely resolution. Strong in customer service, operations, problem-solving, compliance, and process management.
Overview
3
3
Languages
2
2
Certificates
5
5
years of professional experience
Work History
Relationship Office
SBI Securities
08.2021 - 12.2023
- Managed Savings and Demat account opening and onboarding processes.
- Assisted customers with Net Banking and digital banking-related issues.
- Verified customer documentation and supported KYC requirements.
- Resolved customer queries, objections, and service-related issues.
- Coordinated with internal teams to ensure timely resolution of customer requests.
- Maintained accuracy and compliance across account-opening processes
Assistant Manager
Kotak Securities
07.2024 - Current
- Verify Demat account applications and supporting documentation.
- Ensure accuracy and compliance during account-opening and verification processes.
- Handle and resolve account-related objections, discrepancies, and operational issues.
- Coordinate with internal teams for timely resolution of pending cases.
- Assist customers with Demat account-related queries and service requests.
- Maintain proper records and ensure smooth account verification operations.
Education
B.com
Mumbai University
Mumbai 06-2020
HSC
Maharashtra Board
Mumbai 07-2017
SSC
Maharashtra Board
Raigad 04-2015
Skills
Savings Account Opening & Onboarding
Demat Account Opening & Verification
KYC & Documentation Verification
Net Banking & Digital Banking Support
Customer Query & Complaint Resolution
Objection & Discrepancy Resolution
Banking Operations
Customer Relationship Management
MS Excel, Word & PowerPoinTeam Coordination & Problem Solving
Certification
Banking Finance sarvice and insurance (BFSI)
Interests
Swimming
Cricket
Timeline
Assistant Manager
Kotak Securities
07.2024 - Current
Relationship Office
SBI Securities
08.2021 - 12.2023
B.com
Mumbai University
HSC
Maharashtra Board
SSC
Maharashtra Board
Languages
English
Hindi
Marathi