ROHIT MORE
Back Office Executive (OPS)
Worli, Mumbai
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [ Back office Executive Operation ] position. Ready to help team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
12
12
years of professional experience
2
2
years of post-secondary education
4
4
Certifications
3
3
Languages
Work History
{Back Office Executive OPS}
Mahindra Finance (FPD / Digital Finance department)
Worli,Mumbai
01.2017 - Current
- Trigger Mutual Fund Investment Tracker and Recommended Scheme Report to all MAHINDRA GROUP company and Employees for Investment Purposes
- Tracking the Performance of Mutual Fund Scheme Asset management company wise on daily basis
- Drafting Mahindra Newsletters of ECONOMICS TIMES in PPT Format and sending it to MMFSL associates.
- Call and upload mention RTA reports from respective registrar(CAMS/KARVY) in system on daily basis
- 1) Client wise transaction (WBR2/MFSD201)
- 2) Investor master report (WBR9/MFSD211)
- 3) Sip register reports (WBR49/MFSD243)
- 4) Sip cancelled reports (WBR50/MFSD231)
- Find out suspense client data from the system and map to respective Relationship Manager on basis of EUIN and location
- Reconcile Mutual fund data Asset Management company or Registrar Wise Monthly, weekly and daily
- Prepared Mutual fund contest State, Zone, branch, location wise Mis and share with Team
- Share report logic with Data Science team and vendor ops team
- Excellent knowledge of NSE Mutual Fund Platform and BSE MF Star and
- Below Mention activity done on Daily basis
- Carried out day-to-day duties accurately and efficiently.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Resolved problems, improved operations and provided exceptional service.
- Onboarded new temps by entering employee information into systems.
Office Assistance
Mahindra Finance (Mutual fund distributors department)
Worli,Mumbai
01.2013 - 12.2016
- Advised and Distribute mutual fund scheme to client or Mahindra employee and other client
- Fill Mutual fund application forms of all AMC on daily basis
- Check KYC status of client and complete the documentation formality of KYC as per requirement
- Check mutual fund application and KYC of offline application form which are received from Relationship manager
- Submit the Mutual fund application to respective registrar on daily basis before 3pm
- Prepared mutual fund MIS on daily basis at end of the day
- Track transaction status and co-ordinate with respective AMC
- Provide client service and Share mutual fund report and statement of account
- Analyze the portfolio of client and suggest the recommended scheme to build strongest portfolio
Office Assistance
Mahindra Finance (Insource–Fixed Deposit department)
Worli,Mumbai
10.2010 - 12.2012
- Track and Maintain daily basis entry of FD application form which received through courier in register
- Handling fixed deposits forms and entry in the system
- Checking KYC documents of online and offline fixed deposits application form
- Co-ordinate with Broker and direct client of company for pending KYC document
- File store and track fixed deposit application form
- Printing the renewal form of Fixed deposit
- Assist branches, investors & brokers for their queries of 15 G/H for TDS
Education
Graduate ( B.Com) - Bachelor of Commerce
Dr. Ambedkar College of Commerce And Economics
Wadala 04.2011 - 11.2012
Skills
Fixed Deposit Mutual Fund Back office Operations
Good Knowledge of BSE Star MF and NSE, NMF II platform
Onboarding client on BSE & NSE mutual fund platform
Complete knowledge of IIN and Fatca process
Operations Reconciliation data
Good Knowledge of RTA (Cams & Karvy)reports
Relationship Manager
Product knowledge of Mutual fund/ Fixed Deposit/Bonds/Insurance(Health &Term)
Track & preparation Mis data Zone/Branch/State/Region/ client wise
Excellent ability to adapt to difficult situations
Capable problem solver
Proficient at excel
Good knowledge of Pivot, Excel formula and shortcuts
Working knowledge of Micro basic
Time and project management
Leadership skills
Certification
NISM-Series-V-A
• Chess, • Cricket • Swimming • GYM • Walking and jogging
- Seeking a challenging job that utilizes my strong communication, leadership, analytical and technical skills. To work towards the fulfillment of organizational goals and personal success, simultaneously. To devote myself selflessly towards responsibility and authority delegated to me and strive towards perfectionism. My strengths are I am a quick learner, self-motivated and hard-working .I can prove my skills and improve my knowledge. My long-term goal is to be in a respectable position where I work.
Timeline
MSCIT
07-2018
{Back Office Executive OPS}
Mahindra Finance (FPD / Digital Finance department)
01.2017 - Current
NISM-Series-V-A
07-2016
NISM-Series-V-B
12-2014
Office Assistance
Mahindra Finance (Mutual fund distributors department)
01.2013 - 12.2016
Graduate ( B.Com) - Bachelor of Commerce
Dr. Ambedkar College of Commerce And Economics
04.2011 - 11.2012
Office Assistance
Mahindra Finance (Insource–Fixed Deposit department)
10.2010 - 12.2012
English Marathi Typing @30 WPM
09-2010