• Communicated effectively with colleague and supervisors to resolve issues and accurately for team Adviser Maintenance. • Participated in regular team meetings, contributing valuable insights toward process enhancements. • Handled high volumes of incoming work of products like Pension, Superannuation requests to be process for client CFS (colonial first state) professionally while maintaining excellent organization. • As Adviser maintenance team, we work for fees should be paid for services provided by adviser to customer for handling insurance products.

• Worked in GTP (Global Transaction Processing Team). Research, Analyze and validate the FX, cash and trade instructions received via swift (MT202, MT103, MT210, MT380, MT304, MT540, MT541, MT542, MT543) and Fax confirmation and cash settlement.• Handle escalations received from client and internal team in urgency for cash and FX reconciliation on both sides’ custody and accounting. Work on trade back FX. Booking of trade received by swift or Fax mode on custody and accounting. Rectifying and resolving the deals which were processed incorrectly.• We dealt with different types of queries raised by clients, Asset management service teams.• Contributed to risk mitigation efforts through careful analysis of potential threats to operations or profitability, recommending appropriate action plans when necessary.

• Responsible to get business by opening demat accounts for Motilal Oswal Broker.• Maintained client information and accounts in company databases.• Engaged with customers to build business relationships.• Worked in Unlisted Shares and Developed Channel partner network and engaged in content writing for company website.

• Engaged in training about basics of Indian stock market and international currency market.• Developed business by getting leads for stock market courses.

• Learnt about capital market, stock market strategies, patterns, impact of current situation on stock market.• Presented brief presentation on fundamental analysis of auto sector.