Souvik Ghosh
Salepur, Duttapur, Tarakeswar, Hooghly,India
Summary
NISM Series V-A certified professional with experience in operations, documentation, and payment tracking. Detail-oriented, process-driven, and comfortable working with MS Excel and structured records. Seeking to build a career in AMC and mutual fund operations, supporting back-office and client servicing functions.
Overview
1
1
Certification
Work History
Operations and Coordination Executive
at DTS REALTOR LLP & Winners Group of Academy
TARAKESWAR, India
01.2024 - I currently work here
- Managed payment tracking, verification, and confirmation for events and programs.
- Maintained structured records using MS Excel, Word, and PowerPoint.
- Supported virtual academy operations and coordinated with members and internal teams.
- Assisted in documentation, reporting, and day-to-day operational workflows.
Education
Bachelor of Science - Pure Science
University of Burdwan
Higher Secondary - Science
Ramnagar Noot Bihari Pal Chaudhury High School
10th - All Subjects
Ramnagar Noot Bihari Pal Chaudhury High School
Skills
AMC & Operations Skills
- Mutual Fund operations support (NISM V-A)
- Documentation and record maintenance
- Payment tracking and reconciliation
- Client coordination and query handling
- Process and compliance support
Software & Tools
- MS Excel (data tracking, basic formulas)
- MS Word and PowerPoint
- Tally ERP 9
- Canva (basic design support)
Professional Strengths
- Attention to detail
- Time and task management
- Accuracy and discipline
- Willingness to learn and adapt
Certification
NISM Series V-A: Mutual Fund Distributors Certification
- Registration No.: NISM-202500248379
- Valid Till: December 30, 2028
- Status: Certified (Active)
Languages
Bengali
Proficient
C2
English
Upper intermediate
B2
Hindi
Upper intermediate
B2
Additional Information
- Learning about mutual funds, fintech, and financial systems
- Supporting online academic programs and workshops
- Designing basic digital posters and presentations using Canva
Personal Information
- Date of Birth: 1997-02-08
- Nationality: Indian
Disclaimer
I hereby declare that the above information is true and correct to the best of my knowledge.
Timeline
Operations and Coordination Executive
at DTS REALTOR LLP & Winners Group of Academy
01.2024 - I currently work here
Bachelor of Science - Pure Science
University of Burdwan
Higher Secondary - Science
Ramnagar Noot Bihari Pal Chaudhury High School
10th - All Subjects
Ramnagar Noot Bihari Pal Chaudhury High School