CITYWIRE

Kolkata, West Bengal

Key ResponsibilitiesHandle 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 SkillsBasic 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.