Senior Operations Executive - Sapphire Broking Ltd - Nagpur, Maharashtra
(2026-02 - 2026-05)
- Managed client KYC processes for Equity and Mutual Fund operations.
- Handled client queries and resolved operational issues efficiently.
- Worked on NSE NMF and CVL KRA platforms for onboarding and KYC updates.
- Maintained compliance and ensured accurate documentation processing
- Client onboarding forms creation for KYC process
- Ensuring SEBI, NSE, BSE, and KYC compliance
- Verifying PAN, Aadhaar, bank proof, and signatures
- Handling IPV (In-Person Verification) processes
- Processing SIP and mutual fund transactions
- Assisting in insurance policy issuance and renewals
- Supporting cross-selling activities
Operation Executive - Profitmart Securities Ltd - Nagpur, Maharashtra
(2025-03 - 2026-02)
- Opening Demat and trading accounts
- Verifying KYC documents and client details
- Processing account modification and closure requests
- Handling CDSL/NSDL related activities
- Activating trading segments (Equity, F&O, Currency, Commodity)
- Maintaining client records and documentation
- Daily data entry and CRM updates
- Preparing MIS and operational reports
- Checking transaction accuracy
- Monitoring pending forms and approvals
- Solving client queries related to trading accounts
- Assisting with password reset and login issues
- Helping clients with fund transfer and payout requests
- Providing account statements and reports
- Coordinating with dealers and relationship managers
- Ensuring SEBI, NSE, BSE, and KYC compliance
- Verifying PAN, Aadhaar, bank proof, and signatures
- Handling IPV (In-Person Verification) processes
- Processing SIP and mutual fund transactions
- Assisting in insurance policy issuance and renewals
- Supporting cross-selling activities
- Communicating with internal departments
- Following up with clients for pending documents
- Coordinating with DP teams and exchanges
Relationship Manager - Bonanza Portfolio LTD - Nagpur, Maharashtra
(2024-04 - 2025-03)
- Opening Demat and trading accounts
- KYC verification and documentation
- Handling account modification/closure requests
- Assisting clients with login, trading, and DP-related queries
- Coordinating with exchanges and depository systems
- Explaining mutual fund products to clients
- Processing SIP and lump-sum investments
- Tracking portfolio and redemption requests
- Updating KYC and FATCA details
- Generating reports and statements
- Selling life insurance and general insurance products
- Assisting clients with policy issuance and renewals
- Motor insurance quotation and policy comparison
- Claim support and documentation follow-up
- Premium collection coordination
- Data entry and CRM updates
- Daily reporting and MIS work
- Coordination with internal departments and brokers
- Ensuring regulatory process completion
Financial Consultant - Icici Prudential Life Insurance Ltd - Nagpur, Maharashtra
(2022-06 - 2024-01)
- Explaining life insurance and financial products to clients
- Helping customers with financial planning solutions
- Selling products like term insurance, Ulip, retirement plans, and child plans
- Coordinating with brokers and channel partners
- Generating and converting leads into business
- Handling customer documentation and policy support
- Achieving monthly or quarterly sales targets
Account Executive - Medicine Market - Nagpur
(2020-01 - 2021-12)
