Asst. Vice President
Choice Equity Broking PVT – Cochin, India | January 2019 – Present
Role
- Understand the requirements from Client / Branch / Franchisee to get it integrated in online platforms˳
- Understanding the improvements required in the system & process and suggest the fast & efficient methods to smoothen the day to day activities.
- Schedule seminars at branches / franchisee to promote online business
Achievements
- Created & implemented a web portal to manage Revenue, Mutual Funds, Insurance, Document management
Chief Manager
Inditrade Capital Ltd – Cochin, India | May 2013 – December 2018
Role
- Vendor Coordination and BRS preparation based on the requirements.
- Issue Reporting, error handling, & implementation of new online application after conducting UAT for trading engine
- Coordinate with website vendors to get the website updated regularly with the dynamic contents
Achievements
- Integration of Portfolio Tracker
- Backoffice integration with Trading engine
- Implementation of proper allocation of BO user rights.
- Integration of automated twitter posting from web console.
Sr Manager – Process Designer
Inditrade Capital Ltd – Cochin, India | May 2011 – April 2013
Role
- Vendor Coordination and BRS / RFP / RFC preparation for various vendors based on the requirements received from multiple departments.
- Issue Reporting, error handling, & implementation of new modules in BO / ERP solutions
- Listing activities of various departments to understand and define proper process flow for smooth functioning of each departments to reach the specified goals.
- Coordinate with website vendors to get the website updated regularly with the dynamic contents
Achievements
- Created & implemented an online software for KYC team for accessing the productivity of users (MS Access front-end & MYSQL as Back-end)
- Created & implemented an utility for accounts team restructuring bank files to make bank reconciliation a simple process.
- Created utilities for Fixed Assed Auditing, Inward / Outward Management, Contract Note Reconciliation, for Dividend Allocation JV posting,
- Migrated BO without getting support from existing vendor to the new by analysing the table structure of existing Database
- Implementation of Tele calling system & ERP solution for transparent process flow
Product Manager – Online Business
JRG Securities Ltd – Cochin, India | January 2010 – April 2013
Role
- Vendor Coordination and BRS / RFP / RFC preparation for various vendors based on the requirements received from multiple departments.
- Issue Reporting, error handling, & implementation of new modules in BO / ERP solutions
- Listing activities of various departments to understand and define proper process flow for smooth functioning of each departments to reach the specified goals.
- Coordinate with website vendors to get the website updated regularly with the dynamic contents
Achievements
- Payment Gateway integration in different online platforms
- Revamp & maintenance of company website
- Integrated My Page for a complete information about the client
In-Charge – Online Business
JRG Securities Ltd – Cochin, India | December 2006 – September 2009
Role
- Integration of Payment Gateways, maintenance of portfolio tracker.
- Customization of look & feel and Implementation of new features based on the requirement to trading engine after doing necessary UAT
- Preparing FAQ, user manuals and online demo of online platforms
- Definition of UAT parameters and responsible for User Acceptance Testing
- Involved in Risk Management, Customer Care, Interacting with different venders and MIS Management.
Achievements
- Migration of trading platform from one to other
- Created & implemented online RMS monitoring utility (MS Access)
Officer Executive
Peninsular Capital Market Ltd – Cochin, India | August 2004 – November 2006
Role
- Manage Risk Management
- Bill processing of different exchanges.
- Managing Online Clients / Branches / Franchisee
- Operations in Trading Terminal
Computer Operator
Upasana Exports Pvt Ltd – Cochin, India | July 2003 – July 2004
Role
- Managing Petty Cash
- Drafting Letters