Geetha Desai

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.