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- Professional Journey
- Operations Executive(18th April 2007- 18th April 2009)
Reliance Money - Handled Demat account opening process as per KYC norms
- Verified and processed customer application forms (KYC, DRF, DIS)
- Managed DP operations including pledge and unpledge of securities
- Supported mutual funds, IPOs, insurance, and trading-related transactions
- Resolved customer queries related to financial products and accounts
- Ensured timely issue resolution within defined TAT
- Prepared and maintained MIS reports (daily, weekly, monthly)
- Coordinated with internal teams for settlements, ledger, and operational issues
- Managed documentation for franchisee and operational processes
- Conducted training sessions for clients and new joiners on products and systems.
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- Y Axis
- Process Executive (Canada PR)
- Monitors and optimizes daily operational processes for efficiency and compliance.
- Identify inefficiencies and implement improved workflows using best practices.
- Generates performance reports, tracks KPIs, and drives continuous improvement.
- Collaborates across departments to standardize processes and maintain documentation.
- Resolves client issues professionally and supports stakeholder communication.
- Trains team members on new processes and enforces quality and compliance standards.
- Core skills: process optimization, data analysis, problem-solving, communication, teamwork.
Hidayah Degree College {Lecturer} - Taught Management subjects to BBA and B.Com students.
- Coordinated placements and student activities.
- Managed admissions and marketing initiatives.
- Organized cultural and academic events.
- Conducted product training sessions.
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