Operation Executive (Female Candidates Only)

Job Description

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

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