Sayali Joshi
Kalyan
Summary
Experienced Operations Executive with 5 years of success in the Financial Service industry. Proven leader adept at performing administrative and operational support duties for maximum impact. Strong organizational skills, interpersonal skills, and computer data knowledge enable effective handling of role demands. Consistently promotes company values and service standards to ensure efficient office operations. Specializes in understanding and fulfilling client needs, consistently exceeding expectations to provide exceptional service. Establishes and maintains excellent communication and client relationships, fostering trust and loyalty for a positive customer experience.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Operations Executive
Rurash Financials Pvt Ltd
01.2024 - Current
- Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
- Built and strengthened relationships across functional leadership areas to keep revenue development and operational plans interconnected and effective.
- Negotiated supplier discounts to improve bottom line.
- Conducted emergency preparedness training to reduce fear, anxiety and losses that accompany disasters.
- Assisted with proactive client outreach initiatives and documented client correspondence in CRM system.
- Efficiently and effectively identified and solved all problems that impacted direction of business.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Interacted well with customers to build connections and nurture relationships.
- Reported issues to higher management with great detail.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- End to end documentations of the process of conversion of physical shares to demat.
- Complete followup with stakeholders to get the task completed within specified time lines .
- Complete understanding of the process and documentation related to the conversion of Physical shares to demat with complexity like duplicate, transmission with / without succession, suspense, Own name transfer.
- Complete understanding of the process and documentation of claiming shares and dividend from IEPF authority with efficiency and accuracy.
Operation Executive
Amit Sahita Finance Pvt Ltd
01.2021 - 01.2024
- Maintaining Market Purchases & Sales Register
- Data Punch in Internal software ( Bussywin Comteck) & maintain MIS Report (Account Summary & open position stock disclosure)
- Marging Uploading of client on daily basis NCDEX , MCX
- Downloading of daily exchange (NCDEX , MCX & BSE)
- Making Roll-Over of exchange commodity (NCDEX & MCX)
- KYC for Individual & Non – Individual Clients for Mutual Fund Investments
- Client On-boarding on internal software (Wealth Magic & BSE Star MF)
- Execution of client transactions for mutual fund sale & purchase online / Offline
- Sending portfolio reports to client on weekly basis & reminder Email for SIP Debit
- Maintain Brokerage Calculation on monthly basis
- Maintaining Debt Fund Report on monthly basis
- Sending Daily SIP Mandate Report to senior persons
- Maintaining Consolidate Statement Of Mutual Fund & Shares on daily basis
- Updating FATCA report of Individual & Non – Individual clients
Back office executive
Geojit Financial Services Ltd.
01.2016 - 01.2017
- About a year of experience at Geojit I was assigned a position in the business support team in which I handled direct client calls and gained some experience in Client Interactions
- I was a part of the sales team wherein we managed Portfolios of individuals and encouraged them to invest in Mutual Funds, Government Bonds and Equity Markets etc
- Through Geojit Finance
Education
Post Graduation Diploma In Management - HRM
L.N.Welingkar Institute of Management
Mumbai, India01.2023
Bachelor of Commerce - cost and works accounting
Annasaheb Waghire College
Otur, Pune01.2015
Higher Secondary Certificate Examination - undefined
Annasaheb Waghire College
Otur, Pune01.2012
Skills
- Multitasking Skills
- Leadership Skills
- Quality Assurance
- Problem Solving Skills
- Strong Communication Skills
Delegation
Certification
- MS CIT
- Tally ERP 9
- PROBE-Certification Program in Retail Banking
- NCC Certification
- Basic Knowledge of MS Office
Languages
English
Upper intermediate (B2)
Hindi
Advanced (C1)
Marathi
Bilingual or Proficient (C2)
Interests
Adventure and nature fascinates me I'm a trekking enthusiast, who have completed about 60 trekking expeditions of forts around Maharashtra within last 3 years Apart from trekking reading books, Classical Singing and Confectionery are my subjects of interest
Personal Information
Date of Birth : 09/10/1992
Martial Status : Married
Disclaimer
I hereby declare that the above mentioned information is correct up to my knowledge and I bear the responsibility for the correctness of the above mentioned particulars.
Place
Kalyan, Maharashtra
Timeline
Operations Executive
Rurash Financials Pvt Ltd
01.2024 - Current
Operation Executive
Amit Sahita Finance Pvt Ltd
01.2021 - 01.2024
Back office executive
Geojit Financial Services Ltd.
01.2016 - 01.2017
Higher Secondary Certificate Examination - undefined
Annasaheb Waghire College
- MS CIT
- Tally ERP 9
- PROBE-Certification Program in Retail Banking
- NCC Certification
- Basic Knowledge of MS Office
Post Graduation Diploma In Management - HRM
L.N.Welingkar Institute of Management
Bachelor of Commerce - cost and works accounting
Annasaheb Waghire College
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