Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Languages
Internship
Hobbies and Interests
Timeline
CustomerServiceRepresentative
Ramesh Naidu

Ramesh Naidu

Mumbai

Overview

2
2
years of professional experience
1
1
Certification

Work History

Senior Associate

Kfin Technologies
12.2023 - Current
  • Alternative Investment Funds (AIF)
  • Investor Onboarding - Did on boarding and also worked on 3 Asset Management Companies (AMC) - TATA AIF, Samara Capital AIF, Capital Mind AIF.
  • To check investor(individual or non-individual) documents and proofs are valid.
  • To do investor background check - Aml checks, FATCA (Tax Resident is whether from India or abroad)
  • To fetch investor documents and validate whether they are registered under CVL KRA and CKYC.
  • To prepare daily Management Information System (MIS) for all 3 AMC’s.
  • To update and create folio number in company’s system same for any corrections.
  • To do allotment of investors transactions - whether the whole contribution is paid in single transaction or to do drawdown.
  • Kfin technologies:- X-ALT (New internal software) Also tested new software of kfin before it launches the floor, did some AMC on boarding and Client on boardings.

Human Resources and Payroll Intern

TMF Group
11.2021 - 04.2022
  • To Carry forward day-to-day payroll updation of clients
  • To Organize team-building activities in the company
  • To Check and Update Clients documents and details in the portal.

Education

Certified Investment Banking Operations Professional -

Imarticus Learning

Secondary School Certificate [SSC] -

HOLY ANGELS SCHOOL

Bachelor of Management Studies [BMS] -

MODEL COLLEGE, MUMBAI UNIVERSITY
01.2020

Higher Secondary School Certificate [HSC] -

MODEL JUNIOR COLLEGE
01.2017

Skills

  • Quick Adaptability
  • Self Motivated
  • Team Player
  • Work Ethics

Certification

  • A Certificate for completing a workshop on Market and Media Research in 2017
  • A Certificate in Walk for India Rally in 26th January 2020

Accomplishments

  • Won an Inter College Event on Video Making and Editing.
  • Was Runner-Up in a football tournament in school.

Languages

English
Tamil
Hindi
Marathi

Internship

Nov 2021, April 2022, TMF Group, Human Resources and Payroll Intern, Mumbai, India, To Carry forward day-to-day payroll updation of clients., To Organize team-building activities in the company., To Check and Update Clients documents and details in the portal.

Hobbies and Interests

To Work in an Investment Banking organization were i can enhance my skills and knowledge and also be an asset for the organization.

Timeline

Senior Associate

Kfin Technologies
12.2023 - Current

Human Resources and Payroll Intern

TMF Group
11.2021 - 04.2022

Certified Investment Banking Operations Professional -

Imarticus Learning

Secondary School Certificate [SSC] -

HOLY ANGELS SCHOOL

Bachelor of Management Studies [BMS] -

MODEL COLLEGE, MUMBAI UNIVERSITY

Higher Secondary School Certificate [HSC] -

MODEL JUNIOR COLLEGE

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Ramesh Naidu