• Evaluating companies to ensure they meet relevant criteria for SME classification.• Assisted small and medium enterprises in identifying suitable SEBI-registered merchant bankers and filing and submitting the draft offer document (DRHP) for IPO to the exchange.• Reviewing and verifying the details of the documents and records provided in the DRHP.• Undertaking thorough investigations with the promoters and conducting on-site visits to proactively identify and address potential issues, resulting in efficient execution.• Enabled seamless listing process, maintaining proper communication channels between the exchange, merchant banker and enterprise, ensuring a smooth workflow.• Assisted over ten companies in managing forex exposure by using our currency derivatives to hedge against exchange rate movements.

• Collaborated with the state government of Andhra Pradesh in structuring State Development Loans (SDL) and selling these bonds to various financial houses and other buyers on the OTC market.• Assisted the team at the fixed-income derivatives trading desk.• Ensuring the timely and accurate capture and settlement of cash and derivative transactions• Worked closely with all the support functions, such as documentation, settlement, and valuations, to provide full operational support to the front office.

• Established new institutional customer accounts and provided advice on investment portfolios and mutual funds.• Performed the departmental workflow process to determine which work type category it should be assigned to within the workflow centre, especially identifying time-sensitive transactions.• Processed transactions to verify all appropriate paperwork had been collected and completed accurately.• Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.• Produced monthly investment reports for investors, assessing their investments' position with key performance indicators.