PRIYANKA PANDEY
BACKEND EXECUTIVE (Devmani Traders Pvt Ltd) (Formerly Known as Vibrant Securities Pvt Ltd)
Ulhasnagar
Summary
Mutual Fund & Demat Backend Executive with industry experience of more than 4.6 years with invaluable knowledge of managing projects & resources in an effective and efficient manner.
Now looking for a new and challenging position, one which will make best use of existing skills and experience and further my personal and professional development
Overview
9
9
years of professional experience
2027
2027
years of post-secondary education
5
5
Certifications
Work History
Backend Executive- Mutual Fund & Demat
Devmani Traders Pvt Ltd
07.2022 - Current
- Reporting to manager with reports related to:
- Transaction processing of Mutual Funds, Capital Gain Bonds & Corporate FD's through Offline & Online Portal
- Empanelment Process with Mutual Fund Houses
- Co-ordination with AMC's & handling Queries through mails
- Handling of Mutual Fund software (Wealth Magic -Fintso & ICRA Analytics Software for Research Purpose)
- Preparing monthly & Quarterly Brokerage summary for all incomes generated from the business
- Preparing Quarterly Commission summary Earned by Partners generated from the business
- Preparing MF AUM Report of the Company
- Preparing Monthly & Quarterly Business Summary for all the Business generated during that period
- Doing Fundamental Research Analysis on Top Mutual Fund schemes according to their category
- Preparing Detailed PowerPoint Presentation Report on Top Mutual Fund Scheme through Thorough Research Analysis
- Uploading of all the Financial Transaction in software
- Update Information through mailer to clients
- Preparing various MIS Reports (Weekly & Monthly)
- Co-ordinating with RM's
- Handling Online & offline Account Opening & KYC Process of Demat
- Handling all queries & process related to Demat operations
Process Associate- Mutual Funds
KFintech Pvt Limited
11.2018 - 12.2019
- Reporting to manager with reports related to:
- Co-ordination with AMC's and broker's & handling Queries through mails
- Making MIS reports of processed application
- Processing of business applications after thorough scrutiny
- Reconciliation of Processed data with deposit's
Relationship Manager
Hdfc Securities Limited.
06.2016 - 08.2016
- Processing offline forms of various investment products
- Advising clients for investments & managing portfolio
- Maintaining MIS reports
- Achievements: Silver club medal for most mf sip at HDFC sec ltd, Gold club medal for most mf lumpsum at HDFC sec ltd
Intern
Sbicaps Securities Limited.
- Processing & checking offline forms of insurance product
- Maintaining clients reports
Education
Chartered Financial Analysts -
CFA Institute
Higher Secondary Certificate - undefined
MU
01.2013 - 01.2014
Senior School Certificate - undefined
MH Board
01.2011 - 01.2012
Bachelor of Management Studies - Finance
Mulund college of commerce
01.2014 - 01.2017
Skills
- MS Advanced Excel
- ACE MF
- ACE EQUITY
- Wealth Magic (Fintso)
- ICRA Analytics
- MS Power Point
- Team Management
- Fundamental analysis
Certification
NISM VA-MF, National Institute of Securities Market, Mumbai, India, 08/2017
Timeline
Backend Executive- Mutual Fund & Demat
Devmani Traders Pvt Ltd
07.2022 - Current
Process Associate- Mutual Funds
KFintech Pvt Limited
11.2018 - 12.2019
Relationship Manager
Hdfc Securities Limited.
06.2016 - 08.2016
Bachelor of Management Studies - Finance
Mulund college of commerce
01.2014 - 01.2017
Higher Secondary Certificate - undefined
MU
01.2013 - 01.2014
Senior School Certificate - undefined
MH Board
01.2011 - 01.2012
Intern
Sbicaps Securities Limited.
NISM VA-MF, National Institute of Securities Market, Mumbai, India, 08/2017
NISM VIII-EQUITY DERIVATIVES, National Institute of Securities Market, Mumbai, India, 03/2018
EXECUTIVE PROGRAM-LIVE TRADING STRATEGIES, NSE Institute Ltd., Mumbai, India, 05/2018
ADVANCED EXCEL, IVECT, Mumbai, India, 08/2018
BUSINESS RESEARCH & VALUATION, Finnacle Shah Classes, Mumbai, India, 03/2021
Chartered Financial Analysts -
CFA Institute
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