Geetha Desai

To secure a challenging position & career opportunity where I would be able to apply my knowledge, experience and constantly evolve towards the advancement of my career by integrating individual goals with corporate mission.

Operations & Support Officer - ANANDRATHI SHARES & STOCKS BROKERS LTD

(2022-01)

Operations

• Explained and documented for clients on the types of Shares/Stocks, SIPs, Mutual Funds and Bonds.
• Administered accounts and ledgers of Clients and sharing statements.
• Creation and Processing of Demat and Trading accounts.
• Educate the customer about product details and persuade.
• Sales of Mutual Funds and SIPs
• Investigated and resolved customer enquires in an empathetic manner.
• Profiled, analyzed, and educated clients on the importance of insurance and products suitable to clients for investment.
• Dematerialization of physical shares into electronic shares.
• Maintaining of cash generally and petty cash account.
• Handled Client Calls
• Handled post market trade confirmations

Bachelor of Business Management (BBM) - Finance - Govt First Grade Saraladevi College, Ballari (2008-05)