Walk-in || Back Office Executive

Role & responsibilities

• Handle day-to-day stock broking back-office and operational activities.
• Process and maintain client Demat and Trading account documentation.
• Verify KYC documents and coordinate for account opening and activation.
• Handle client requests related to account modification, fund transfers, holdings, statements, and other operational matters.
• Coordinate with clients, dealers, relationship managers, and other internal departments.
• Assist with trade confirmation, settlement, pay-in/pay-out, and reconciliation activities.
• Monitor and resolve discrepancies in client accounts and transactions.
• Maintain accurate records of client transactions, documents, and operational reports.
• Coordinate with exchanges, depositories, banks, and other relevant parties wherever required.
• Handle client queries related to trading accounts, Demat accounts, statements, transactions, and operational issues.
• Maintain confidentiality and security of client information.
• Follow company policies, KYC/AML requirements, SEBI and exchange-related compliance procedures.
• Support the operations team in improving processes and maintaining service quality.

Preferred candidate profile

• Graduate in any discipline; B.Com/BBA/Finance background preferred.
• Good knowledge of MS Office, particularly Excel.
• Strong attention to detail and accuracy.
• Good communication and interpersonal skills.
• Ability to manage multiple tasks and work within deadlines.
• Good analytical and problem-solving skills.
• Ability to coordinate effectively with clients and internal departments.
• Candidates with experience in broking back-office/operations will be preferred.

Perks and benefits