Vaidehi Doshi

Senior Operations Assistant - Stockbroking @Lloyds Banking Group

Leeds, GB

Delivered accurate and professional customer support through multiple channels, including phone and email, addressing stockbroking-related inquiries with clarity and empathy. Proactively identified customer needs, providing appropriate guidance or escalating to investment specialists where necessary. Managed complex customer complaints efficiently, ensuring resolutions were timely, well-documented, and aligned with internal standards. Processed stock and share transfers and reconciled dividend transactions daily with strong attention to accuracy and timeliness, ensuring full compliance with internal procedures. Recorded and updated all transactions under regulatory and internal compliance protocols, supporting audit readiness. Contributed to work allocation and task prioritisation, helping the team maintain service-level agreements and performance targets. Gained in-depth knowledge of the London Stock Exchange, trading equities, and Ready Made Investments, enhancing team capability and customer engagement. Actively participated in procedural updates and business continuity initiatives, ensuring readiness and resilience in operational delivery.

Yashwantrao Chavan Maharashtra Open University

Master of Commerce

Leeds Beckett University

MSc Management and Marketing

Yashwantrao Chavan Maharashtra Open University

Bachelor of Commerce - BCom