•Manage the end-to-end collection of Demat account information, verify required documentation, and maintain a secure, structured digital repository in Google Drive. •Take ownership of updating and auditing investor profiles to ensure 100% data integrity and regulatory readiness. •Support the accounting team with distribution works and financial tracking, maintaining high accuracy in all records. •Proactively research and integrate AI tools into operational workflows to automate repetitive tasks and enhance team efficiency. •Maintain master trackers using advanced Excel.