Magazine : Kalpesh Modi
Current
job
Education
Master of... finance
Kalpesh Modi ’s experience
branch relationship manager
at
mehta equities ltd
, mumbai
Working/Currently
• Handling day-to-day working of the branches and
franchises. • Maintenance of accurate financial records and
preparation of clear and accurate reports for informational,
auditing and operational use • Analyze financial data,
extract and define relevant information; interpret data for the
purpose of determining past financial performance and to project
a financial probability • In charge of overseeing and managing
compliance issues within the organization, and ensuring that the
branches are complying with regulatory
requirements. • Handling the queries related to CDSL and
KYC. • Serve as the contact person for all corporate relations
to maintain and enhance corporate image. • Handing risk
management system of related branch • Active part in
development of e-broking
franchises. • Maintenance of accurate financial records and
preparation of clear and accurate reports for informational,
auditing and operational use • Analyze financial data,
extract and define relevant information; interpret data for the
purpose of determining past financial performance and to project
a financial probability • In charge of overseeing and managing
compliance issues within the organization, and ensuring that the
branches are complying with regulatory
requirements. • Handling the queries related to CDSL and
KYC. • Serve as the contact person for all corporate relations
to maintain and enhance corporate image. • Handing risk
management system of related branch • Active part in
development of e-broking
Kalpesh Modi ’s education
Master of financial analysis a [finance],
Jai narayan vyas univercity [2007/September]
, jodhpur
Kalpesh Modi ’s additional information
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