Yogesh Gupta
Operation - Account Opening And Modification
Mumbai
Summary
Diligent Operational professional with superior account reconciliation skill and passion for continuous improvement. Bringing 13 years of excellent performance in Account Opening roles and commendation for providing consistent empowering leadership.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Willingness to take on added responsibilities to meet team goals. 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
4
4
years of post-secondary education
6
6
Certifications
3
3
Languages
Work History
Operation - Account Opening
Motilal Oswal Financial Services Limited
Mumbai
06.2012 - Current
- Handling Account Opening Team and Process
- Handling Modification team and process
- Handling Internal as well as external Audit
- Communicating with Compliance team for circulars regards to the operations
- Communicating with IT team for new development to meet compliance requirements
- Wellversed about KRA, CKYC and UCC
- Handling Audit Team
Education
Executive MBA - Operation Management
IIBM
Borivali West 03.2018 - 04.2019
T.Y.B.COM - Commerce
Nirmala College
Malad 05.2014 - 05.2015
SSC -
Navjivan Vidyalaya
Navjivan Vidyalaya 06.2007 - 04.2008
HSC - Commerce
KG Mittal College
Malad 03.2010 - 04.2011
Skills
Wellversed In KRA, UCC and CKYC
undefinedCertification
[Super Achiever]
Timeline
Well Done Champ - NIL Audit Report
03-2023
Associate OF The Year
07-2021
Certificate Of Appreciation
06-2018
Executive MBA - Operation Management
IIBM
03.2018 - 04.2019
Rising Star
07-2017
Certificate Of Appreciation
10-2016
T.Y.B.COM - Commerce
Nirmala College
05.2014 - 05.2015
[Super Achiever]
12-2013
Operation - Account Opening
Motilal Oswal Financial Services Limited
06.2012 - Current
HSC - Commerce
KG Mittal College
03.2010 - 04.2011
SSC -
Navjivan Vidyalaya
06.2007 - 04.2008
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