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[QUOTE=Guest-IJT;109606][b]Name [/b]: Deepali kudtarkar [b]Email [/b]: deepkud AT yahoo.co.in [b]Designation / Skillset[/b] : Asst Manager Operations Dear Team, I am Masters in Business Administration (MBA-Finance) & Masters in Commerce (MCOM) with over 6 years of experience in the field of Investment Banking Operations, Retail Assets Operations, Customer Service, Data Analysis & Team Handling. I am looking for managerial position in bank or financial services organisation in operations or business analysts profile. Thanks & Regards Deepali Kudtarkar [u][b]Resume[/b][/u] : Profile Masters in Business Administration (MBA-Finance) & Masters in Commerce (MCOM) with over 6 years of experience in the field of Investment Banking Operations, Retail Assets Operations, Customer Service, Data Analysis & Team Handling. [b]Objective [/b]: To obtain challenging position wherein my skills, knowledge & experience would be best utilized and to create self identity. Experience [b]I) Company [/b]: ICICI Securities Ltd,Navi Mumbai [b]Duration [/b]: April 2008 – Till Date [b]Designation [/b]: Asst. Manager (Corporate Office- Operations Dept.) [b]Responsibilities [/b]: A) Handling PAN India pre account opening Process of 3 in 1 Accounts (Trading, Demat & Bank A/c) which includes [b]following responsibilities [/b]: [b]1. Account Opening Forms & Pin mailers [/b]: - Creation of Account Opening forms for new products & version changes of existing forms by coordinating with Legal, Compliance, Product, Marketing & operations team for changes & updations in the forms. - Issuance of Account opening forms PAN India & controlling wastage.. - Accommodating the additional requirements of forms on account of various contests or projects. - Handling the process of generating & issuing client’s user ID & password for activating and operating the account. [b]2. FRANKING (process of paying stamp duty on Agreements & POA required for opening & operating client’s account) [/b]: - Acting as single point of co-ordination for all franking/Stamp duty (w.r.t. account opening) related queries & arrangement of franking vendors & dealing with Govt./Revenue dept. officials. - Coordinating with legal team & constantly referring the stamp duty reckoners or Gazettes to ensure payment of accurate stamp duty. - Approving the franking fund request of regional ops team & Co-ordinating with Finance team for releasing funds for the same. - Tracking the utilization of funds & controlling the wastage or leakage of franking funds with constant follow up with regional ops. managers & gathering related data & MIS from them. - Analyzing such data received & publishing dash boards for the Regionwise & PAN India performance and usage pattern of funds released. [b]3. Account Opening Fees related [/b]: - Worked on project of account opening fees recovery by encashing the pending cheques and debit notes received from clients. - Process re-engineering and development of team for the same. - Reconciliations of accounts opened vis-a-vis fees credited. [b]B) Process improvement at regional operations level [/b]: - Process documentation and publishing dashboards showing region wise performances on various parameters. - Conducting hub (regional office) audit by taking self certifications from them and checking the same with reports prepared through other sources. - Conducting Physical verification by using sampling method. - Highlighting the areas where leakages or loopholes found & ensuring the improvements in the same. [b]C) Post account opening process of Sub Brokers of ICICI Securities [/b]: - Providing platform to sub brokers for trading on client’s behalf. - Activation of sub brokers and handling their queries post account opening. [b]II) Company [/b]: HSBC Operations & Processing Enterprise (India) Pvt Ltd, Mumbai. [b]Duration [/b]: Oct 2007 – April 2008 [b]Designation [/b]: Retail Asset Operations Officer [b]Responsibilities [/b]: - Processing the personal loan application forms (Pan India). - Checking the soft copy of application forms & documents provided by the loan applicants. - Identifying the verification grid. - Raising discrepancies if any document or any information missing or unclear. - Maintaining the MIS of daily work. - Assignment of cases to team members & preparing team roster. - Assisting manager in training new joinees. - Keeping track of system issues which further helps in system analysis. - Preparing daily report giving details of no. of cases received, actioned, etc. [b]III) Company [/b]: Hiralal & Co. (Shipping co.) [b]Duration [/b]: March 2006 – Till Sept 2007 [b]Designation [/b]: Asst. Mgr. (EDP Dept) [b]Responsibilities [/b]: - Getting daily updates of vessels (ships) loading & discharging at the port from team executives. - Analyzing & preparing daily reports on the vessels position & sending it to the clients based in various parts of India as well as abroad. - Interacting with clients and the port officials. - Solving customer queries pertaining to the report prepared by me. - Preparing statistical reports required by the clients based on historical data. [b]IV) Company [/b]: ADFC Pvt. Ltd, Mumbai (HDFC Associate) [b]Duration [/b]: September 2004 – Feb 2006 Designation : Officer- Phone Banking Dept. Responsibilities: - Attending inbound customer calls & providing services related to retail asset products. - Communicating through emails & over phone with other depts./branches & getting customer queries resolved. - Cross selling various bank products to the customers calling in. - Maintaining log of the calls received from the customers. - Recording prospective customers’ details in Lead Tracking System which gets forwarded to other depts. for further procedure. Educational Qualification: YEAR DEGREE BOARD/UNIVERSITY CLASS 2010 MASTERS IN BUSINESS ADMINISTRATION (MBA-FINANCE) ICFAI 2005 M.COM Mumbai University First 2002 B.COM Goa University First 1999 H.S.S.C. Goa Board Distinction 1997 S.S.C Goa Board Distinction Certifications : 1. Capital Market (Dealers) Module of NCFM. 2.Derivatives Market (Dealers) Module of NCFM. 3.Mutual Fund Distributors Module of NISM. Computer Proficiency: 1. Microsoft Office Package which include Word, Excel, Access, PowerPoint and Internet. 2. Tally 6.3 Key Achievements: - Secured 23rd Rank at Goa Board HSSC – Commerce in the year 1999.Was felicitated by Goa Bottling Co. Pvt Ltd with Trophy & Certificate. - Felicitated with certificates by the college for securing 2nd rank at the F.Y. B Com & S.Y. B Com level. - Represented Goa state as an NSS volunteer at the National Integration camp held in Kerala in the year 2001. - Adjudged as the best NSS volunteer in the youth for sustainable development camp held in Goa as a part of Govt of India Scheme in the year 2001. - Received certificates in various extra curricular activities. Reference: Will be provided on request. ------------------------------------------------------- More Information about this submission and submitter:- ___________________________________________________ Submission ID : 4213732 Date & Time : 5th Jun 2011 1:47 PM (UTC) IP Address : 183.87.122.72 Browser Info : Mozilla/5.0 (Windows; U; Windows NT 5.1; en-US) AppleWebKit/534.16 (KHTML, like Gecko) Chrome/10.0.648.204 Safari/534.16 Predicted Country : --[/QUOTE]
