Jyoti Guttedar

Experienced operations professional with 4 years of experience in managing and improving business processes. Currently handling Demat account modification, nomination work, and related tasks for all types of accounts. Seeking a challenging role in a dynamic organization to leverage my skills in operations management and process improvement

Officer - Axis Securities Ltd - Ghansoli

(2021-09)

• Conducted scrutiny of KYC and Re-execution cases for Individual and Non-Individual accounts, validated documents, and coordinated with KRA teams for confirmation, account activation, Demat account opening, and transaction data processing.
• Processed and verified account modification requests including Name Change, Signature Change, Bank Detail Updates, DDPI registration, Contact Detail Updates, One-Time Declaration, and Nomination registration while ensuring regulatory compliance.
• Handled customer and bank branch queries through iLeverage software, providing timely resolution and operational support.
• Executed reconciliation (RECO) activities after Maker-Checker verification to ensure data accuracy, process integrity, and compliance with operational guidelines.
• Managed BSDA registration processes, prepared month-end BSDA reports/files, and coordinated submissions to concerned teams while ensuring adherence to regulatory and operational requirements.
• Coordinated and managed NSDL, CDSL, and PFRDA audit activities by providing required data, preparing audit-related reports, ensuring timely compliance, and addressing audit observations in coordination with internal and external stakeholders.
• Conducted training sessions for new joiners, attended operational calls, and managed daily end-of-day (EOD) activities including submission of Name Change and Date of Birth (DOB) modification files to the UCC team.

Bachelor of Banking and Insurance - Banking and Insurance - Mumbai University (2019 - 2020)

Higher Secondary Certificate - Maharashtra State Board (2016 - 2017)

Secondary School Certificate - Maharashtra State Board (2014 - 2015)