Saravana Kumar Puspharaj

Knowledgeable Administration Officer with over 11 years of experience in organizing, communication, and problem-solving. Expertise in records maintenance and schedule management, optimizing team performance through effective task delegation. Punctual and driven, with solid proficiency in administrative support.

Sr Relationship manager - PROFITMART SECURITIES PRIVATE LIMITED - Coimbatore

(2025-01)

• Handling client acquisition and relationship management for HNI, retail, and corporate clients.
• Experience in selling and advising on: Unlisted Shares / Pre-IPO Investments, Mutual Funds (SIP, Lumpsum, ELSS), Market Linked Debentures (MLD), Equity & Derivatives Products
• Generating leads through networking, referrals, and direct client interactions.
• Conducting portfolio reviews and investment discussions based on client risk profile.
• Strong knowledge in capital markets, wealth management, and alternative investment opportunities.
• Achieving sales targets through consultative selling and long-term client engagement.
• Coordinating with research and operations teams for seamless client servicing.
• Experience in market analysis, investor education, and financial product presentation.

Surveillance Officer - Vramath Financial Services Pvt Ltd - Coimbatore, Tamil Nadu

(2022-06 - 2024-12)

• Managed the organization and processing of large volumes of securities records, ensuring timely updates to client ledgers and compliance with regulatory standards.
• Processed files related to margin and securities, including EPI and member verification files, ensuring accuracy in data handling.
• Prepared daily reports for monitoring client holdings, transaction pledges, and segregation, improving reporting efficiency for both NSE and BSE.
• Handled alerts from financial surveillance platforms (IMS, ENIT, BSE SSO) and ensured timely closure of issues, maintaining compliance with NSE and BSE regulations.
• Conducted client account activations and deactivations across NSE and BSE, streamlining the onboarding process for new clients.

Commercial Cum Transportation Manager - NALCO Constructions

(2020-06 - 2022-05)

• Oversaw logistics and manpower arrangements for construction projects, enhancing operational efficiency.
• Coordinated maintenance and repair of heavy machinery, reducing downtime and operational costs.
• Developed relationships with suppliers and subcontractors, ensuring timely delivery of materials.

ABM cum Collection Manager - Sree Malairajan Chits Private Limited

(2016-01 - 2020-06)

• Managed branch operations, including financial collections and compliance with company policies.
• Implemented strategies to improve collection rates, resulting in a 20% increase in revenue over five years.
• Trained and supervised junior staff, enhancing team productivity.

Assistant Accountant - Ralson India Limited

(2014-11 - 2016-01)

• Utilized Tally and MS Excel for managing financial records, ensuring compliance with tax regulations.
• Assisted in preparing financial statements and reports, contributing to informed decision-making.
• Collaborated with external auditors during annual audits.

My Car Taxi Yard Manager - My Car Taxi Yard

(2013-03 - 2014-11)

• Managed vehicle servicing schedules and insurance renewals, ensuring compliance with regulations.
• Developed and implemented operational processes for vehicle maintenance, leading to improved service delivery.
• Organized tour packages for clients, enhancing customer satisfaction.

Accounts Assistant - RVS Bottles Private Limited

(2012-05 - 2013-02)

• Assisted in daily accounting tasks, gaining foundational knowledge in Tally and basic accounting principles.
• Supported the preparation of financial documents and reports.

Higher Secondary - Accounts and Commerce - P. S. G Sarvajana Higher Secondary School

Degree - Financial Services Marketing Operations Computer Application - Karpagam University