Saurav K.

Experience

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  Kotak Securities

  Dec 2019 - Apr 2021

  Assistant Manager

  Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation.Preparing Reports & Correspondence regarding Investor’s grievances. Handling Demat, Transfer, Transmission & Dividend of shares related work. Attending investor’s calls, Emails & the queries personally. Handling Day-to-day Correspondence and R&T Operations.Opening Demat & Trading of Customers based on their Preferences. Utilizing pivot tables, H-Lookup, V-Lookup and various shortcuts formula functions for sorting and filtering client data. Show less

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  Enel X

  Apr 2021 - Mar 2022

  Data Management Analyst

  Analysis of contracts to ensure contract and invoicing are in compliance with appropriate guidelines and regulations.Daily validation of accounting and other data related to the managed accounts group, to ensure the highest quality of data across the organization.Reorganized data into more easily navigable and intuitive categories that benefited not only team data analysts but also everyone who had access to the data, from data entry to upper management.Manage incidents raised by the client related to account and site set-up & Updating payment details on set-up files. Show less

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  Amazon

  Apr 2022 - now

  Operation Analyst