Pritesh Mangesh Shinde

Operation Management (July 24 to Dec 24) -

• Managed and maintained investor records across internal systems, ensuring data accuracy and meeting regulatory compliance standards.
• Process updates to investor information including bank account details, taxation status, and reinvestment plans.
• Facilitate off-market share transfers based on investor instructions, adhering to operational procedures and compliance standards.

Client Relationship Management (Dec 24 to Present) -

• Collaborate with cross-functional teams to improve workflow efficiency and client satisfaction.
• Managed client software access, set up company accounts, and processed monthly accruals.
• Delivered comprehensive support for client meetings (AGM, EGM, GM), including proxy preparation, scheduling, timelines, mailing, and virtual setup.
• Oversaw monthly reporting for employee share plans, share transfers, and expense reports, ensuring accurate financial documentation.
• Coordinated and booked client meeting events using internal software for seamless execution.

• Collaborated across Cash, Billing, Commercial, Tax sections in the Finance Department to enhance operational efficiencies and accuracy of financial reporting.
• Gained expertise in systematic financial entries and operational procedures across financial departments to improve data accuracy and optimize processes.
• Conducted a detailed financial analysis internship at B.E.S.&T., focusing on corporate finance and financial statements evaluation.