Ridge Capital Holding
Operations Executive - (Asset Management & Mutual Funds)
October 2012 — May 2013
Responsible for assisting clients with queries as well as helping them with Mutual Fund Investments.
Following up with clients for documents, update various databases and maintain MIS on regular basis.
Organizing and supervising all the transactions assigned, which includes account opening, transaction processing, commission processing and reconciliation of transaction/account opening and other daily operations processes .
Ensuring smooth operations within the company .
Assisting in implementing procedures .
Ensuring timely and accurate reconciliation actions are performed.
Identifying workflow/system improvements and working with the operations team to enact change.
Resolving trade settlement issues in a timely manner.