Pooja Dhanwan
DP Executive
Talent
Thane, MaharashtraMember since July 1, 2026
Good CommunicationTime ManagementQuick LearnerDemat Account Opening & MaintenanceKYC Verification & Client OnboardingMS WordMS ExcelPowerPoint
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Good CommunicationTime ManagementQuick LearnerDemat Account Opening & MaintenanceKYC Verification & Client Onboarding
About
DP Executive with 6 months of hands-on experience at Motilal Oswal Financial Services franchise Ltd, Mulund. Proficient in demat account opening, KYC compliance, IPO/NCD processing, dematerialisation and CDSL/NSDL operations. Independently managed back office operations for Motilal Oswal financial services franchise as sole staff member. Skilled in T+1 settlement, pledge/unpledge, client servicing and regulatory reporting with 100% accuracy.
Experience
DP Executive - Motilal Oswal Financial Services franchise Ltd - Mulund
(2026-01 - 2026-06)
Independently managed back office operations for Motilal Oswal financial services franchise as sole staff member.
- Demat account opening and maintenance
- KYC compliance and verification
- IPO/NCD processing
- Dematerialisation operations
- CDSL/NSDL operations
- T+1 settlement
- Pledge/unpledge transactions
- Client servicing
- Regulatory reporting with 100% accuracy
Education
S.S.C.
H.S.C.
B.Com - Commerce (2024 - 2025)
Skills
DP Executive
