Prasad Annamalai
Chennai
Summary
- Seeking a position in a dynamic organization where I can launch my career and work towards building a strong skill set.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Operations Assistant Manager
KOTAK SECURITIES
Chennai
11.2022 - Current
- Performed data entry tasks in crm accurately and quickly.
- Handling customer service operations which includes handling branch walk-in client, Internal telephonic calls , resolving the customer queries of demat related queries
- Handling Branch back end operation including demat account closure, Nominee updation, Poa updation, address, email , bank and trinity updation, contact ,Kyc updation, dematerilisation of shares, Account reactivation, Authority letter updation,
- Coordination with Ho for resolving the back end queries
KYC Senior Executive
NAVIA MARKETS PVT LTD
CHENNAI
03.2022 - 11.2022
- Worked as a senior kyc executive responsible for scrutnising the applications for new KYCS received for account opening , authorizing demat accounts for the clients, uploading contacts in freshdesk, Reactivation of dormant accounts
- Approval of E-signed forms from E-kyc, Demat Batch creation using Sharepro NSDL , Account Opening in Trading
Operations Executive
NAVIA MARKETS PVT LTD
Chennai
11.2020 - 02.2022
- Placing Mutual fund orders, SGB and IPO orders, Updating NAV, nfo and scheme master file in admin portal
- Backend process of passing allotment and provisional entries
- Handling inbound calls resolving client queries and handling freshdesk tickets, Outbound calls of pitching mutual fund sales
- Handing PCN and email bounced contract note clients informing clients to enable ecn
- Raising Complaints through BSE SSO portal and tracking the status
- Processing of physical and depository mutual fund redemption
Education
MBA - Finance And HR
Rajalakshmi Engineering College
CHENNAI05-2020
B.E - Automobiles
Sathyabama Institute of Science And Technology
Chennai04-2018
HSC -
Vani Vidyalaya Higher Secondary School
Mumbai04-2014
SSC -
Vani Vidyalaya Higher Secondary School
Mumbai04-2012
Skills
- Quick Learner
- Capital Markets
- Account Opening
- DPM
- Sharepro
- CRM
- Operations
- Microsoft Office
- Dematerilisation
Affiliations
- MBA Internship project on employee engagement in Big Bazaar
- Undergone internship in Madura Micro Finance Ltd during June 2019
Certification
- Completed NISM 5A Mutual fund Distribution Series
- Completed NISM 6 Depository Operations Certificate
- Completed NISM 7 Securities Operations and Risk Management Series
Languages
Tamil
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Operations Assistant Manager
KOTAK SECURITIES
11.2022 - Current
KYC Senior Executive
NAVIA MARKETS PVT LTD
03.2022 - 11.2022
Operations Executive
NAVIA MARKETS PVT LTD
11.2020 - 02.2022
MBA - Finance And HR
Rajalakshmi Engineering College
B.E - Automobiles
Sathyabama Institute of Science And Technology
HSC -
Vani Vidyalaya Higher Secondary School
SSC -
Vani Vidyalaya Higher Secondary School
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