atul gupta

* Managing the Back office work relating to Cash market & F&O Segment * Overall Communications & Correspondence with Clients & client queries. * Handling back office operation of Pay-in & Pay-out of securities. * Reconciliation of the Trades on a daily basis with the clearing file received from NSE. * Daily Reports To the clients & Accounts Department * Allotment of CTCL Terminals to Sub-Brokers. * Checking and verifying the Pay-in and Payout of funds and securities on a daily basis before they are released to the sub brokers.

* Handling Cash / Bank Management accounts. * Preparing Bank Reconciliation Statement * Operating Bse & Nse bolts . * Downloading Saudas & Preparing client’s bills , contracts , ledgers etc. * Daily reports to clients regarding there transactions. * Interacting with field/branches by solving various operations related queries on telephone or through emails within stipulated period of time.

* Product Development for Online Trading Platform * Risk Management of Cash, F&O, Currency, & Commodity segment during market hours. * Taking Care of Proper BOD EOD Updation for Online broking for Cash & Fo segment. * Co-ordination with Software Developer for Product development (Trading Platform). * Process improvisation in Risk management system

* Setting up of Online Trading Platform * Taking Care of Proper BOD EOD Updation for Online broking for Cash & F&O. * Exchange Reporting for Details regarding Online business for BSE, NSE & F&O. * Co-ordination with Asian Cerc for Product Development (Trading Platform). * Exchange reporting of Margin shortfall in F&O segment. * Creation of CTCL Terminals for Online Trading Platform & Client Mapping. * Maintaining of F&O Collateral Accounts. * Setting up of Limit for Online & Offline Retail as well as HNI Clients in ODIN Admin * Daily MIS Generation and reporting to management

* 1.Interacting with RMS Back office & UTI Bank for Streamlining of Operational queries. * 2.Responsible for Phone to Trade, Effective Customer Service Management & HNI Relationship. * 3.Training of Call Centre. * 4.Co-ordination with Asian Cerc for Product Development (Trading Platform). * Previous Role: * 1.Handling Margin Trading (as per SEBI Guideline) * 2.Reporting of Daily positions of Margin Trading Clients to the exchange. * 3.Daily Report sending to the Margin Trading Clients & Margin Calls Recovery for any shortages. * 4.Setting exposure at client level ODIN Admin * 5.Preparation of Ageing report of Debtors on day to day basis for collections * 6.Monitoring of payin and payout of HNI clients. * 7.Monitoring of Exposure of Margin Trading & HNI Clients. * 8.Monitoring of margin collection from client for Cash & F&O Segment. * 9.Reporting Pre-Payin of Stock for releasing additional limits from Exchange.