Nimesh Saini
Ahmedabad
Summary
With 7.5years of experience in operations, client handling, and complaint resolution, I bring a strong track record of delivering high-quality support and solutions in the mutual fund and share registrar and transfer agent sectors. My expertise encompasses managing client communications, resolving complex issues, and ensuring compliance with industry standards.
Overview
9
9
years of professional experience
13
13
years of post-secondary education
1
1
Certification
Work History
Shah & Jhaveri associates
Paras shah
AHMEDABAD
12.2025 - Current
- Audit of stock broker
- Communication with clients
- Audit of data submitted to exchange.
Operations Manager
R sagar financial services (Motilal Oswal Franchisee)
Ahmedabad
10.2022 - 09.2024
- Successfully opened and managed Demat accounts for clients, ensuring compliance with regulatory requirements
- Conducted backend operations for Demat accounts, ensuring seamless processing and record-keeping
- Provided comprehensive Demat-related services to clients, addressing their queries and needs promptly
- Facilitated fixed deposit services for clients, managing the process efficiently and enhancing their investment options
- Coordinated with clients to resolve account-related issues, ensuring high levels of satisfaction and retention
Operation Executive
Prudent Corporate Advisory Services Ltd
05.2021 - 10.2022
- I am responsible for revenue reconciliation, cilent coordination. I am good in excel, ms word, email communication etc.
Team Member
Link Intime India Pvt. Ltd.
01.2017 - 05.2021
- Addressing investor queries and providing relevant solutions
- Processing investor requests for KYC modification, DRF, transmission, and duplicate share certificates
- Resolving client issues effectively and delivering appropriate responses
- Compiling and sending reports to clients as per their requirements
- Preparing monthly MIS and submitting it to the head office
- Generating monthly statutory reports and submitting them to the stock exchange
Education
Inter Cs
ICSI
03.2013 - 02.2026
M.Com -
Maharishi Dayanand Saraswati University (MDSU)
AjmerB.Com -
Maharishi Dayanand Saraswati University (MDSU)
AjmerSkills
- Adaptability
- Team Management
- Team Work
- Problem Solving
- Task Management
- Data auditing
- Microsoft Excel
- MS Office
- VLOOKUP
- Pivot Table
- Client communication
Certification
- NISM-SERIES-V-A: Mutual Fund Distributors Certification, 07/27
- NISM SERIES-II-A: Registrar to an issue and share transfer Agents-Corporate Certification Examination, 12/24
Hobbies and Interests
- Sports activities
- Travelling
- Internet surfing
Languages
- English
- Hindi
- Gujarati
Languages
English
Upper Intermediate
B2
Hindi
Proficient
C2
Gujarati
Upper Intermediate
B2
Timeline
Shah & Jhaveri associates
Paras shah
12.2025 - Current
Operations Manager
R sagar financial services (Motilal Oswal Franchisee)
10.2022 - 09.2024
Operation Executive
Prudent Corporate Advisory Services Ltd
05.2021 - 10.2022
Team Member
Link Intime India Pvt. Ltd.
01.2017 - 05.2021
Inter Cs
ICSI
03.2013 - 02.2026
M.Com -
Maharishi Dayanand Saraswati University (MDSU)
B.Com -
Maharishi Dayanand Saraswati University (MDSU)