0 - 3 years

2 - 3 Lacs

Posted:2 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

About SBJ Multicom

SBJ Multicom is a fast-growing company in the financial services / fintech space, focused on delivering best-in-class investment and broking solutions to retail and institutional clients. We combine technology with a client-first sales approach to provide personalised financial products and excellent client servicing. Join us to be part of an ambitious sales team driving exponential growth across the region.

Position:

Location:

CTC:

Key Responsibilities

  • Handle Demat account opening for Individual and Non-Individual clients end-to-end.
  • Support client onboarding: document collection, KYC verification, form filling and account activation.
  • Periodically review client portfolios and coordinate with sales/operations for service delivery.
  • Prepare and maintain MIS reports, dashboards and client servicing data using Excel (including pivot tables, VLOOKUP and data formatting).

Required Skills & Qualifications

  • Graduate (any discipline).

  • Proficiency in Microsoft Excel (pivot tables, VLOOKUP, data formatting and basic formulas).
  • Good communication and analytical skills.

  • High attention to detail, ownership and a customer-centric attitude.
  • Good understanding of client servicing dynamics
  • Professional grooming and disciplined office etiquette.

Preferred Experience

  • Experience in backoffice / client servicing / operations roles in Financial Services, Broking, Fintech, Wealth Management or any industry preferred.

Benefits

  • Structured training on processes and systems.

  • Travel allowance (if applicable), professional working environment and emphasis on career growth.

Company Culture

  • Collaborative, process-driven and accountability-focused. We value punctuality, professional grooming, integrity and a service-first mindset.

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