Sourav Das

Operations Executive

Kolkata, INDIAFinancial Services
2roles
19skills
4education

About

Financial professional with experience in financial ratio analysis, fixed deposit and recurring deposit sales, cash flow, fund flow, auditing, financial process management, compliance, and customer handling.

Experience

Sales Executive and Telecaller

Teleperformace

Apr 2023 - Sep 2023

Sales executive and telecalling responsibilities.

Operations Executive

ICICI Securities

May 2024 - Present

Handled transmission, closing, and shifting of securities; delivery instruction slips; dematerialization and rematerialization of securities; mutual fund reconversion, conversion, and redemption; pledge and hypothecation; client handling; customer KYC verification; AML updation; coordination with RPC and CPC teams; NSDL processes; and SEBI guidelines.

Education

Calcutta University

M.A., History

2020 - 2026

PG - History

Calcutta University

B.A. - Bachelor of Arts

2020

XIIth, Bengali / Bangla

2015

Xth, Bengali / Bangla

2013

Skills

Power BIExcelMS OfficeMS OutlookMS Office WordMS Office toolsMS Office ApplicationsFinancial ratio analysisFixed deposit salesRecurring deposit salesCash flowFund flowAuditingCustomer KYC verificationAML updationNSDLSEBI GuidelinesMutual fund redemptionSecurities operations