Operation Manager / Relationship Manager at Shree Dhanam Grow Pvt. Ltd. (Angel one ltd Authorised Partner) (2025-03 – Present)
- Execute buy and sell orders for equity, derivatives, commodities, and currency markets.
- NXT and NEXT Trader software run for investment.
- Provide market updates and investment ideas to clients.
- Monitor live market movements and track client portfolios.
- Ensure timely and accurate order execution.
- Manages post-trade processing, trade verifications, clearing, and settlement lifecycle tasks
- Verify client trading limits, margin requirements, and available funds before placing orders.
- Managed end-to-end operations for Mutual Funds, Equity, Demat Accounts, Insurance, and Mediclaim services.
- Opened and managed Demat & Trading Accounts while ensuring smooth onboarding and regulatory compliance.
- Performed KYC, FATCA, AML verification, and documentation for new and existing clients.
Mutual Fund Operations at Prudent corporate advisory services (Fund Bazaar)
- Processed mutual fund transactions, including purchase, redemption, SIP, STP, and SWP requests.
- Verified KYC, PAN, FATCA, and other client documents for regulatory compliance.
- Handled investor onboarding and account opening processes.
- Advised clients on Mutual Fund investments based on financial goals, risk appetite, and investment horizon
- Ensured timely execution of client requests while maintaining high accuracy and service quality.
- Managed data entry, documentation, and MIS reporting using operational software and Microsoft Excel.
- Assisted clients with SIP, STP, SWP, and Lump Sum investment planning.
- Processed Mutual Fund transactions, including purchases, redemptions, switches, and SIP registrations.
Operation executive at AJ Financial Services (2024-01 – 2025-02)
- Resolved client queries related to investments, account servicing, transactions, and documentation.
- Maintained high standards of customer service, relationship management, and post-investment support.
- Generated new business through referrals, client meetings, seminars, and digital marketing campaigns.
Customer services executive at Optionsmaster Research Advisory Services (2023-07 – 2024-12)
- Providing option trade (CE/PE) related services
- Assists customers by phone, email, chat, or in person with inquiries and orders.
- Handles inbound or outbound customer calls, providing support, sales, or technical assistance
