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Deepak Mehra

Deepak Mehra

Executive

Followers of Deepak Mehra546 followers
location of Deepak MehraDelhi, India

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  • Timeline

  • Skills

    Equities
    Securities
    Mutual funds
    Investments
    Commodity
    Financial services
    Back office
    Kyc
    Finance
    Mis
    Team management
    Internal audit
    Banking
    Retail banking
    Relationship management

  • About me

    * Currently working as a OF Business Pvt Ltd as an Data Analyst and I also worked with Earth Group as an Senior Officer in Taxation Department dealing with scrutiny case of company. The main responsibilities are provided / submit the replies to income tax department regarding the concern assessee & also maintain the seized data. * I also worked with share broking industry in the operations department. Process the KYC form; coordinate with the team of CSE’s in all branches at scrutinizing of the form, publishing the status of the form in the daily MIS to all the team of all over India. * Following up with the branch executive team in branches in solving the discrepancies and keeping a track of all the accounts till it opens. * Modification details & solving the queries of all the branches regarding the account status and solving the queries about the discrepancies.

  • Education

    • Delhi University

      2004 - 2007
      Bachelor of Commerce Finance

    • Sikkim Manipal University - Distance Education

      2008 - 2010
      Finance

  • Experience

    • Royal Bank of Scotland Business

      Jan 2007 - Jan 2008
      Executive

      Account Opening Operation

    • Fullerton Securities & Wealth Advisors Ltd.

      Dec 2008 - Apr 2010
      Executive

      Account Opening Operation

    • Wellindia Securities Ltd

      Mar 2010 - Jul 2014
      Operations Department Specialist

      • Complete responsibility of Creation / Maintaining of Centralized MIS for WELLINDIA Group. This included working on various processes like Research Accuracy %, People Performance, Attrition rate, Profitability %, Productivity, Absenteeism %, Accuracy %, TAT% to the Management• Checking the KYC documents as per company’s requirement to find out the eligibility of the customer for depository & trading accounts with exchange.• Implement new regulatory directives on KYC, PAN, Anti Money Laundering emanating from SEBI, CDSL & Bank - in liaison with process team, debarred list check from daily basis circulars (NSE, BSE & SEBI) and telephonic verification & mail confirmation.• Upload the files on exchange systems for UCC upload on Exchange (NSE, BSE, MCX-SX, MCX & NCDEX) terminals.• Franchisee financial monthly PAYOUT.• Finalizing of payment of branches / MA / Pro accounts through back office & generating different reports regarding calculation of total turnover / Introducer part / company part etc.• Handling the team of 8 – 10 operations executives.• Spearheading efforts across Internal Audit every month Show less

    • Earth Infrastructures Ltd.

      Jun 2014 - Jul 2017
      Assistant Manager

      • Income tax assessment / audit / appeal.• Income tax scrutiny cases and giving replies to IT notice etc.• Data Management of all notice’s and replies.• Preparing Internal MIS report for the purpose of management.• Day to Day liaison with income tax officials and consultants in respect of legal matters.

    • OfBusiness

      Aug 2017 - now

      • In Google Adwords strategy, identify the right targeting methods, check ad content, quality and accuracy in an efficient, thorough manner.• Managed Promotional & Transactional SMS (DLT Process), Email & Push notification.• Prepare all type Analysis Report related internal software for developing the process.• Provide the calling data for lead generation purpose.• Performance and Metrics along with managing the administrative needs of the calling team. • Managing client portfolio on www.bidassist.com (Government tender portal)• Managing Data Entry Team for daily input entries of tenders into www.bidassist.com• Leading efforts for Customer Acquisitions and Organic Revenue Generation Show less

      • Senior Business Analyst

        Jul 2023 - now

      • Data Analyst

        Aug 2017 - now

  • Licenses & Certifications

    • Google Ads - Display

      Google Ads
      Aug 2021

    • Google Adwords - Search

      Google Ads
      Jun 2021