Pooja Dhanwan

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.

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

S.S.C.

H.S.C.

B.Com - Commerce (2024 - 2025)