Poonam Shelar

To work in an enviornment which encouges me to succeed and grow professionally where I can utilize my skills and knowledge appropritely.

Assistant Manager - Back office & Operations - STAR FINANCIAL

(2022-05 - 2025-12)

• Investor relation
• Account registration Process
• Verify bank reconciliation process
• Verify KYC data
• Manage AMC
• Business handling
• Portfolio report management
• Handle the administrtion

Equity dealer and back office assistant - WEALTHBOOST SERVICE PVT LTD.

(2021-01 - 2022-03)

• Manage client portfolio
• Trading
• Track reocrd
• Maintain Excel sheet
• Manage investor query
• Handle phone call - email
• Resolve clinet query
• software handling

Office executive assistant - ANGLE BROKING PVT LTD. (BROKER)

(2017-01 - 2020-12)

• Manage investor query
• Handle phone call - email
• Maintain file and track reocrd
• Schedule appointment
• Manage office duties

MBA (finance) - Finance - Pune University (2014 - 2016)

Bachelor of commerce - Commerce - Pune university (2011 - 2013)