key responsibilities
handle daily broking operations: account opening (kyc), fund transfers, payout processing, dp transactions, back-office entries, contract notes, and reconciliations.
coordinate with broker back-office/rms for client margin updates, settlements, and trade-related queries.
provide client support regarding demat, statements, reports, and trading platform assistance.
maintain records and ensure compliance with sebi, exchange, and broker regulations.
prepare and organize documents for project finance/debt syndication assignments.
assist in collecting client financial data, preparing basic cma information, mis updates, and coordinating with banks/nbfcs.
follow up on documentation, proposal submissions, and status tracking.
required skills
basic understanding of stock markets, demat operations, and financial documents.
good communication skills and client-handling ability.
strong ms excel & google sheets knowledge.
ability to multitask and manage daily operational deadlines.
Experience
1 - 7 Years
No. of Openings
02
Education
B.B.A, B.Com, Any Bachelor Degree, Any Master Degree
Role
Operation Executive
Industry Type
Banking / Financial Services / Stock Broking
Gender
Female
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
3, Parasar Road, Near-Lake Mall, Rashbihari Avenue, Kolkata-700029