Jyoti Bohra
@jyotibohra
Financial services operations professional returning to full-time work after managing Kotak Securities account operations and KYC compliance.
IndiaWhat I'm looking for
At KOTAK SECURITIES LIMITED, I directed end-to-end trading and Demat account lifecycle operations, processing more than 500 accounts weekly while meeting a 24-hour SLA target. I also validated KYC and CKYC documentation and FATCA checks in line with SEBI and exchange norms.
I redesigned the client master-data modification workflow, reducing turnaround time by 15% across branch networks. I maintained client records through CRM, supported audits, and onboarded and trained new team members on workflows and controls.
After a planned career break for family responsibilities and further education, I completed a PGDBM at NMIMS and kept current with regulatory updates and AML frameworks. I’m ready to return to a full-time financial services operations role.
Experience
Work history, roles, and key accomplishments
Assistant Manager – Operations
Kotak Securities Limited
Dec 2010 - Mar 2017 (6 years 3 months)
Directed end-to-end account lifecycle operations PAN-India, processing 500+ trading and Demat accounts weekly while maintaining a strict 24-hour SLA target. Rigorously validated KYC/CKYC documentation, FATCA checks, and running-account authorizations in full compliance with SEBI and exchange norms.
Back Office Coordinator
Bonanza Portfolio Limited
May 2009 - Dec 2009 (7 months)
Executed PAN-India Life and General Insurance renewal operations, managing high-volume client quotations, Mutual Fund, and IPO requests with high speed and precision. Consolidated daily branch operations data to generate executive MIS reports for senior management decision-making.
Education
Degrees, certifications, and relevant coursework
Narsee Monjee Institute of Management Studies (NMIMS)
Post Graduate Diploma in Business Management (PGDBM), Business Management
Completed a Post Graduate Diploma in Business Management (PGDBM) to strengthen strategic management and operational expertise.
University of Mumbai
Master of Commerce (M.Com), Commerce
Earned a Master of Commerce (M.Com) degree from the University of Mumbai.
Prahladrai Dalmia College of Commerce & Economics
Bachelor of Commerce (B.Com), Commerce
Earned a Bachelor of Commerce (B.Com) degree from Prahladrai Dalmia College of Commerce & Economics.
GenMan Solutions
Anti-Money Laundering (AML), KYC & Compliance, Compliance
Completed professional training in Anti-Money Laundering (AML), KYC & Compliance.
Kotak Securities
Equity Markets In-House Certification, Equity Markets
Completed the in-house certification in Equity Markets.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
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