Operations Manager
CurrentHandling the KYC and Re-Kyc Operations and Ensuring the smooth operations for onboarding of new clients as well as Re-Kyc and Modifications through the Online and Offline mode.
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Sandeep Tanaji Bhalekar is listed as Operations Manager at Econo Broking Private Limited, a company with 31 employees, based in Thane, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Sandeep Tanaji Bhalekar.
Sandeep Tanaji Bhalekar previously worked as Compliance Officer at Tradewings Solutions Limited and Operations Manager and Risk Management at Tradewings Solutions Limited. Sandeep Tanaji Bhalekar holds Diploma, Business Finance from Board/Univ./Institute.
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Handling the KYC and Re-Kyc Operations and Ensuring the smooth operations for onboarding of new clients as well as Re-Kyc and Modifications through the Online and Offline mode.
Involved in developing internal policies and risk policies to safeguard the clients and company s funds.Coordination with clearing corporations, monitor the deposits, margins, and collaterals on daily basis.Coordination with Exchange, OMS vendors, technology team to resolve critical issues in timely manner.Developing reports on defaulters or sundry.
Generating MIS reports related to Client Risk Management.Maintaining MIS Reports of Capital Receipts/pay-outs and Equity Dividends.Handling the Risk Management of the client.Fortnightly Dividend Pay-outs Instructions to broker.Resolving Queries related to Equity Dividend.Supervising CRM implementation.Providing Pledge and un-pledge instructions to DP.
Marketing – Acquiring new clients for the broker firm.Researching and analysing stock charts to establish chart patterns. Generating investment ideas daily calls for short term and long-term investmentsDesigning new strategies and testing the same to generate investment ideas.Front Desk and Back Office work related to Sub Broking Firm.
Providing training to the brokers executives regarding (Shilpi) Back-office Software.Provide quick response to customer inquiry related to software issues and inspection related query.Suggesting the changes and getting it done in software as per the exchange circular.Providing multi task solution to the client related to Product Installation (All Shilpi.
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Sandeep Tanaji Bhalekar works for Econo Broking Private Limited.
Sandeep Tanaji Bhalekar is listed as Operations Manager at Econo Broking Private Limited.
Sandeep Tanaji Bhalekar is based in Thane, Maharashtra, India while working with Econo Broking Private Limited.
Sandeep Tanaji Bhalekar has worked for Econo Broking Private Limited, Tradewings Solutions Limited, Teji Mandi Analytics Pvt. Ltd., Sahas Financials, and Shilpi Computers Ltd..
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Sandeep Tanaji Bhalekar holds Diploma, Business Finance from Board/Univ./Institute.
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