Simran Kaur
Summary
I’m passionate about what I do and have 3+ years of experience getting things done and learning along the way.
Overview
4
4
years of professional experience
Work History
Transfer Agent
IEnergizer
Noida
12.2023 - Current
- Prepare documents such as checks, drafts, wires, ACHs, and EFTs required for the settlement of trades.
- Maintain records to ensure the accuracy of transfer documents, such as stock certificates and powers of attorney.
- Update shareholder information, including addresses and tax statuses, to ensure compliance with client requirements, and enhance communication.
- Manage shareholder requests, including transferring and selling Trust shares, ensuring compliance with regulations, and timely processing of transactions.
Advisor, Operations
Concentrix daksh India pvt. Ltd
Gurugram
12.2022 - 12.2023
- Review, classify, and/or remove content according to client guidelines, using specific tools and channels.
- Understanding and making decisions, taking actions as per client policies and guidelines.
- Investigate, resolve, and relay complex content issues to the broader Trust and Safety team.
- Identify improvement opportunities in workflow, and suggest solutions to improve quality and overall efficiency of the process.
- Engaged in conversation around socially sensitive topics, with the purpose of keeping our communities safe. Engaged in the well-being activities.
Junior Officer - Processing
HDB Financial Services
Rohtak
07.2021 - 10.2022
- My role in HDB Financial Services (provided services to HDFC Bank Ltd.) was to input installment loan files and disburse loans with the proper amount.
- Generating prepay rates with detailed repayment schedules, mailing the requirements, and interacting with superiors about clients' request executions and demands.
- Maintaining records in Excel sheets for the same, issuing NOCs, getting them cleared, and managing loan file records, etc.
Education
MBA - Commerce
Chandigarh University
Chandigarh01-2024
Master of Commerce - Commerce
Maharshi Dayanand University
Rohtak01-2021
Bachelor of Commerce (H) - Commerce
Maharshi Dayanand University
Rohtak01-2019
Skills
- Compliance awareness
- Microsoft Excel
- Transaction processing
- Deadline oriented
- Multitasking
- Decision-making
Timeline
Transfer Agent
IEnergizer
12.2023 - Current
Advisor, Operations
Concentrix daksh India pvt. Ltd
12.2022 - 12.2023
Junior Officer - Processing
HDB Financial Services
07.2021 - 10.2022
MBA - Commerce
Chandigarh University
Master of Commerce - Commerce
Maharshi Dayanand University
Bachelor of Commerce (H) - Commerce
Maharshi Dayanand University
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