The role is suitable for someone who is detail-oriented, disciplined, organized, and passionate about finance, stock markets, client servicing, and business development.
1. Back Office Operations
- Coordinate account opening processes, including AOF, KYC, documentation, and client follow-ups.
- Maintain client records, compliance files, and reports.
- Process daily pay-in and payout transactions.
- Prepare MIS reports, account statements, contract notes, and ledgers.
- Ensure accuracy and timely completion of back-office activities.
- Maintain proper documentation and ensure compliance with internal processes.
2. Trading & Execution
- Execute equity and derivatives orders as per client instructions.
- Monitor RMS alerts, margins, trading limits, and order status.
- Coordinate with internal teams to resolve trade-related queries.
- Ensure smooth and accurate trade execution.
- Assist clients with basic trading-related operational queries.
3. Client Support & Coordination
- Handle client queries through calls, WhatsApp, and emails.
- Guide clients on MO Investor and MO Trader platforms.
- Assist clients with account statements, reports, and downloads.
- Provide timely support and ensure client satisfaction.
- Coordinate with internal departments to resolve client issues.
4. Cross-Selling & Business Development
- Identify opportunities to cross-sell financial products and services to existing clients.
- Promote investment products, equity, derivatives, and other financial offerings.
- Generate business leads through existing client relationships and references.
- Inform clients about new products, services, and investment opportunities.
- Coordinate with the advisor to support business development and achieve sales targets.
- Build long-term client relationships to increase business opportunities.
5. Office Management & Administration
- Manage daily office operations and overall housekeeping.
- Coordinate with vendors, service providers, and housekeeping staff.
- Handle printing, stationery, bill payments, and petty cash.
- Ensure proper functioning of office systems, internet, and office supplies.
- Maintain the office calendar, schedule meetings, and manage follow-ups.
- Ensure smooth day-to-day functioning of the office.
6. Required Skills
- Basic knowledge of the stock market and financial products.
- Strong organizational and office management skills.
- Good communication and interpersonal skills.
- Client handling, relationship management, and coordination abilities.
- Basic understanding of cross-selling and business development.
- Proficiency in MS Excel, PowerPoint, email, and reporting.
- High attention to detail and accuracy.
- Ability to multitask and work in a disciplined manner.
- Positive attitude, willingness to learn, and proactive approach.
7. Eligibility & Qualifications
- Graduate in any stream (Commerce/Finance preferred).
- NISM certification will be an added advantage.
- Experience in back-office operations, administration, stock broking, or financial services will be preferred.
8. Job Details
- Job Type: Full-time
- Work Location: In-person
- Experience: More than 2 years
- Preferred Background: Finance, Commerce, Stock Broking, or Administration
Pay: ₹15,000.00 - ₹30,000.00 per month
Work Location: In person
