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Manager Back Office

Visakhapatnam, Andhra Pradesh, India
December 17, 2019

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MIG-I-***, A.P.H.B. Colony,

P.M. Palem, Madhurwada, Mobile: 988-***-****

Visakhapatnam, A.P., INDIA - 530041 Email:

Career Objective: To attain a Senior Level Position, involving decision-making, man-management, system improvement/implementation and professional development. Excellent analytical, quick learning and problem solving skills with a desire to work in a team oriented environment. Achieve a challenging position in the areas of Finance, Back Office Operations, Administration, Customer Relationship Management & Risk Management where my analytical, academic and professional skills can be used to the benefit of the organization as well as my career growth.

Organisational Experience:

Srinidhi Associates. As a Collection Manager Since Feb 2019 to Till Date.

Job Responsibilities :

Collection & Resolution of delinquent accounts through customer meeting.

Daily visit plan basis the promise pay

Audit Required Registers maintenance

Improvising the collections month on month

Tracing of skip / migrated customers

Collection of Bounce & Penal Charges

Addressing Customer Queries

Receipt Issuance and Management

Customer Trail updation on system

Contact point validation of high value accounts

Team management

Giving feedback to reporting manager on market issues, frauds.

Updating DCR(Daily Collection Report)and Sharing the same to superiors on regular basis

Transparent Corporate Services As Branch Manager – (Operations) From Jan’16 to Jan’19

Dealing with Outsourcing of Security House Keeping and Sourcing of Manpower as per the

requirement of the organizations.

JM Financial Services Limited, Equity Broking Group in Visakhapatnam

As Senior Associate – Branch Operations from June 2008 to August 2015.

Job Involves handling Risk Management/Back Office Operations for the HNI / Retail Division and Customer Services and direct reporting to Vice-President Operations (Mumbai) of the Company.

Job Involved

Branch Operations Management, Risk Management & Accounting.

Back office transaction processing for Stock Market trades like shares and funds pay-in-pay out

as per settlement cycle, corporate actions etc.

Reporting to Customers on respective Finance and Accounts status

Credit rating, analysis and control for margin trading clients

Financial Management and Accounting for Branch Operations

Receivables/Payables Monitoring, Control and reconciliations

Risk Management for margin trading and Stock Margin clients

Primary Market operation management for Book Building Initial Public offerings

Dealing for Clients on the NSE Online terminal (ODIN Software)

Customer Relationship Management with High Networth Individuals & Retail Clients.

Advising clients on Investments in Equities.

Kotak Securities Limited, Trading & Investment Banking Corporate in Hyderabad

As Assistant Manager - Operations from April 2003 to May 2008.

Job Involved

Handling of Risk Management/Back Office Operations for the PCS/Retail (incl., Franchisee/Coordinator) Division and Customer Services

Direct reporting to Manager - Operations (A.P Region) of the Corporate.

Frontier Trading (Trading Company) at Branch Office in Hyderabad as Executive (Accounts)

from May 2000 to February 2003. The Job involved direct reporting to Branch Manager & Manager (Finance & Accounts) Mumbai.

Job Involved

Bank Reconciliation’s.

Maintenance of Cash and Bank Books.

Preparation of MIS reports Weekly/Monthly.

Head Office Branch reconciliation’s.

Scrutiny of Ledger books.

Preparation of Budget & Comparison with P&L accounts.

Preparation and Assessment of Sales Tax and Professional Tax.

Payroll Accounting System.

Inventory control.

Computation of Depreciation.

Finalization of Accounts and preparation of Annual Accounts.

M/s. N.V.R. Constructions (Construction Firm) as Executive – Accounts

from October1997 to April 2000 at Hyderabad.

Job Involved

Maintenance of Cash and Bank Books.

Bank Reconciliation’s.

Maintenance of General Ledgers

Inventory control.

Payroll Accounting System.

Computation of Depreciation.

Finalization of Accounts and preparation of Annual Accounts.

Academic Qualification :-

Studies University Year

MBA(Finance) Institute of Business 1997

Administration & Management,

New Delhi

B.Com (Hons) Berhampur University 1995

Additional Qualification:-


Good commend in Excel for using the daily activities like Pivot Tables, V lookup, Hlookup, Charts etc.

Good commend in MS Word for using mail merge, tables, etc.

Operating systems:- Windows 98, Windows 2000,Windows 2008,Windows XP

Excellent knowledge of generally accepted accounting principles

Knowledge of regulatory standards


Possess good communication skills

Optimistic in nature

Self Motivated

Have a strong Desire to Excel at every challenge

Hard working

Ability to work as a group


NISM-Series-V-A: Mutual Fund Distributors Certification Examination

Personal Information:

Date Of Birth & Age: 07/06/1974, 45Years

Marital Status: Married

Sex: Male

Father’s Name: A.P. Sarma

Passport No. S6415250; Place of Issue: Visakhapatnam; Valid till: 09/12/2028


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