Shivam Rajendra Pandit

Mobile: +91-970******* / 740*******

E-mail: ad1vq5@r.postjobfree.com

CAREER OBJECTIVE

Seeking a higher level position to develop my knowledge and skills with the profit of the organization.

EDUCATIONAL QUALIFICATION

Institute

Board /

Year

% Marks

University

Diploma

S.H Jondhale

Mumbai

2019

72%

college,domibivali

university

H.S.C

Gyan sarita

Maharashtra

50.0%

college,mulund west

Board

2016

S.V.P.V

Maharashtra

65.0%

10th

Board

2014

EMPLOYMENT HISTORY

15 months of work experience in CSA designation & 12 months as a Trainer in Connect Business Solution Ltd. at Thane .

Job Discription :- 15 months of work experience in 5Paisa LTD, Oswal (MOFSL) & HDFC Securities Process.

1)5Paisa LTD ( discount broker)

Call to customer for Demat account opening.

Update KYC on ZOHO CRM

Track Customer process on Dash-board

Check all document updated by customer.

Check all details and documents in proper manner before verification .

Send for Document verification.

NSDL verification.

client id updated in excel sheet as well as ZOHO sheet .

2) Motilal oswal financial securities LTD( full service broker)

Call to customer for Demat account opening.

Update KYC on CKYC Motilal oswal .

Customer details showing Ameyo software.

Verify of customer documents for approval.

NSDL verification.

3) HDFC securities ( bank based broker)

In this process using TELESOFT software .

Customer details showing in TELESOFT software.

Handling to the customer via call as well as what’s up.

Track Customer process on Dash-board (HDFC).

WORK RELATED SKILL

Communication skills

MS office,word,excel,PPT etc.

Paint,file conversion

Handled ZOHO CRM,DASH Board

INTEREST AND HOBBIES

Cricket, listening song

PERSONAL DETAILS

DATE OF BIRTH

:

14th Sept., 1998

GENDER

:

Male

MARITIAL STATUS

:

Unmarried

NATIONALITY

:

Indian

LANGUAGES KNOWN

:

Hindi, English & Marathi

(Shivam R. Pandit)

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