Mocha Mainframe
SANJEEVNI KOHLI
Analyst
HYDERABAD,Telangana
Summary
Results-driven Process Analyst known for high productivity and efficiency in task completion. Specialize in process optimization, data analysis, and workflow management to drive operational improvements. Excel in problem-solving, communication, and teamwork, leveraging these skills to collaborate effectively across departments and ensure seamless process integration.
Overview
4
4
years of professional experience
Work History
ANALYST
Broadridge Financial Solutions
Hyderabad
2021.03 - Current
- Managed the processing and distribution of proxy materials to investors in equity securities and mutual funds, alongside handling related vote processing.
- Provided support for regulatory compliance through report distribution.
- Offered expertise in the Brokerage domain, ensuring efficient delivery of financial information distribution and transaction reporting services to both financial institutions and securities issuers.
- Achieved proficiency in navigating Securities Exchange Commission's filing system and effectively communicating corporate data.
- Utilized Mocha Mainframe software to handle financial statements including 10K, 10Q, NPS, 20F applying understanding of Global Accounting Concepts.
- Provided support to customers for prompt document conversion, ensuring adherence to filing deadlines.
- Maintaining compliance with Securities Exchange Commission by processing documents as per accepted business standards.
- Partnered with stakeholders from different areas to enhance comprehension of financial instruments and operations, optimizing efficiency by identifying process gaps and working collaboratively with subject matter experts.
- Performed due diligence on companies by analyzing financial statements, management teams and operations.
Business Development Executive
Extramarks Education India Private Limited
Noida
01.2021 - 03.2021
- Developed strong client relationships resulting in enhanced customer satisfaction and increased repeat business.
- Enhanced company's client portfolio by proactively seeking out new business prospects through market analysis and networking.
- Established and maintained strong client and industry partner relationships to stimulate growth.
- Built strong business networks and relationships by directly communicating with customers and partners.
- Attracted potential clients and raised company profile through delivering presentations at industry conferences.
- Supported client acquisition by collaborating with sales and marketing departments.
Education
MBA - Human Resources Development & Marketing
ICFAI Business School
Dehradun, UT06-2020
BBA - Business Management
University of Jammu
Jammu, JK07-2018
Skills
- Workflow Analysis
- Investment Banking operations
- Regulatory Compliance
- Documentation And Reporting
- MS Excel
- Process Improvement
- Stakeholder Management
- Process Mapping
- SEC proficiency
- Multitasking
- Due diligence
- Skilled in Mainframe Mocha and Salesforce software
- Process Documentation
- Invoice Verification
Accomplishments
- Work Excellence Award.
- Star Performer Award.
- Multiple ACE Rewards
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Work Preference
Work Type
Full TimeLocation Preference
On-SiteHybridTimeline
ANALYST
Broadridge Financial Solutions
2021.03 - Current
Business Development Executive
Extramarks Education India Private Limited
01.2021 - 03.2021
MBA - Human Resources Development & Marketing
ICFAI Business School
BBA - Business Management
University of Jammu
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