Finance Executive
Om Mahalaxmi Finance Pvt Ltd
Mumbai, Maharashtra, India
Mutual Fund Operator with Mutual Fund Utilities(Franchisee) like responsible for portfolio report checking, reconciliation of mutual fund statement and transaction processing.Equity dealer for in IIFL Securities Limited(Franchisee) in operations department like Acting as a representative on behalf of client for buy/sell of equity, cash and derivative product on bolt. Reconciling debit reports, margin reports and trade settlement and consolidated statement reports to reach in-house goals and objectives. Understanding clients requirement, resolve customer queries, maintain professional cum friendly interactions to meet their expectations.