Open to opportunities

Geetha Desai

@geethadesai

I am an operations and support officer specializing in securities operations, client services, and account administration.

India

Message

What I'm looking for

I seek a challenging operations role in financial services where I can apply securities operations and client-servicing expertise, grow professionally, contribute to process improvements, and align my goals with the organisation's mission.

I am an operations and support officer focused on securities operations and client servicing, currently working as a Depository Participant at a brokerage. I have administered client accounts and ledgers, created and processed Demat and trading accounts, and managed dematerialization and post-market trade confirmations.

I consistently educate and guide clients on shares, SIPs, mutual funds, bonds and insurance, resolving enquiries empathetically and driving mutual fund/SIP sales. Skilled in MS Excel, accounting, data analysis and cash management, I bring strong decision-making, time management and a committed work ethic to improve operational efficiency.

Experience

Work history, roles, and key accomplishments

Current

DP - Depository Participant

Current

Anandrathi Shares & Stock Brokers Ltd

Jan 2022 - Present (4 years 5 months)

Administered Demat and trading accounts, processed account openings and dematerializations, and maintained client ledgers; drove sales of mutual funds and SIPs while resolving customer enquiries and handling post-trade confirmations.

Demat Account Processing Mutual Funds Sales Customer Service Dematerialization MS Excel