Pulkit Soni
Senior Operations Executive - PMS Ops Equity Research l Credit Analysis l E-commerce Seller
- Role
- Senior Operations Executive at Nj Mutual Fund
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Pulkit Soni
I am a finance professional with hands-on experience in portfolio management services…
Experience
Senior Operations Executive
Sep 2024 — Present · Surat, IN
AMC - PMS OPERATIONS-Process PMS onboarding, top-up, switch, partial/ full closure, transmission and modification applications within TAT-Verify and coordinate demat account openings, CKYC, and mandate/SIP registrations-Handling client transactions (financial & non-financial), resolve customer care queries and reconciliation of funds-Perform regulatory checks (PMLA) and maintain MIS-Send the client master to custodians for account creation-Preparing and maintaining MIS reports, process documentation, and communication with branches, distributors, and custodians-Demise reporting check in various KRAs (CVL, Camps, Karvy)
Education
Veer Narmad South Gujarat University, Surat
B.com
2019 — 2022
Sarvajanik College of Engineering & Technology
Master of Business Administration
2022 — 2024
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