Niraj Shah

• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
• Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
• Created employee schedules to align coverage with forecasted demands.
• Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.

Updating of settlement instructions and creation/maintenance of client accounts for APAC markets

 Successfully performed managerial duties like preparation and presentation of Monthly Business

Review (MBR) and maintaining the service level agreement agreed with client involved

 Provide timely updates to senior management on daily process activities and maintain client relationship

by providing resolution to issues and maintain overall client satisfaction

 Ensuring absenteeism/leaves will have no impact on process deliverables by keeping plan of action

updated

 Providing process improvement ideas and techniques with key focus on automation

Trading in different securities as per client confirmation which includes Equity cash Currency.

 Advising new investment opportunities and expected returns to clients.

 Trade confirmation to clients after trade execution.

 Providing contract notes and confirmation of ledger balances on regular basis.

 Timely payout to clients as per their request

 Open new demat accounts and complete legal formalities prescribed by SEBI

Ensure timely delivery of goods as per order.

 Maintaining books of accounts.

 Placing purchase order and maintaining record of stock.