Vanshika Puri

U handled all back end work

Managed client onboarding, KYC & documentation, updated and maintained CRM records accurately, handled RMS (Risk Management System): margin monitoring, exposure limits checking, supporting square-off process (as per instructions), prepared daily reports (client data, ledger, MIS), supported front office and trading operations, ensured data accuracy and compliance with company policies.

Maintained client records and documentation, handled CRM data entry and daily MIS reports, assisted in KYC verification and account-related work, supported RMS activities such as margin monitoring, coordinated with dealers and operations team.