8 years career reflecting pioneering experience in the Health Care and Banking industries, remain on the cutting edge, driving new business through serving customers with utmost priority and establishing strategic partnerships to increase channel revenue. To be integral part of a progressive organization that would enable me to utilize my knowledge and provide me with opportunities to evolve both professional and an individual. I am result oriented and being in believe in accountability and performing my best to any responsibility assigned.
• Dealt with transferring of shares from HSBC to other brokers and Vice-Vera with the help of HUB (HSBC Universal Banking) application. Arrange Trade & Settlement dates and other queries over the calls with other brokers.
• Dematerialization of shares - converting shares from certificate format to digital or electronically
• Sending mails or calling to Brokers and clients in regards to transfer and verifying KYC details and Conduct KYC on new and existing clients and ensure relevant regulatory requirements are met.
• Performing KYC including monitoring KYC records. We will process background checks for Client, Identification, Verification and Screening Information such as customer's address, employment (Including employer), National Insurance Number,
Date of birth and signature will be validated before creating account or account transfer to another bank.