Posted:1 week ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

Back Office Executive Hiring For Oplera Finolutions Pvt. Ltd


Oplera Finolutions Pvt. Ltd.

2 Back Office Executives

Key Responsibilities:

• Client onboarding, KYC validation and documentation management

• Handling Demat, mutual fund and investment-related operational processes

• Preparing reports, statements, and maintaining client records

• Coordinating with brokers, RTAs and internal teams

• Managing follow-ups, client servicing and query resolution

• Basic compliance and data accuracy checks

Required Skills:

• Basic Excel skills.

• Good communication in Hindi ,Gujarati & English

• Understanding of Equity, Mutual Funds, Bonds, PMS, AIFs (basic level)

• Attention to detail and accuracy in documentation

• Ability to work in a structured, process-driven environment

Preferred Experience:

• 1–3 years in broking, wealth management, mutual funds, or financial back office

• Experience with account opening, KYC, MF utilities, CAMS/ KFintech portals is a plus

If you are passionate about finance and want to grow with a fast-evolving wealth management firm, we would love to connect.


:

Salary

📩 Apply at: connect@tradevisor.in


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