4 Demat Operations Jobs

Company Description Phoenix Advisers is a Transaction Advisory and Asset Management firm. It is based in New Delhi and Singapore. The firm was founded by experienced professionals who are capable of providing advice on complex transactions, investment advisory, and management. Their team has the valuable perspective of both buy and sell side negotiations across multiple transactions. They have served as shareholder representatives in some of the countrys largest corporate and educational sector transactions. The firm follows a time-tested philosophy of achieving win-win propositions to generate long-term value for clients. Role Description This is a full-time on-site role located in New Delhi. Phoenix Advisers is seeking a Senior Manager - Accounts & Finance to oversee all accounting and financial operations within the company. The Senior Manager will develop, maintain, and ensure the adequacy of accounting and financial control systems. They will also provide financial analysis to support the company&aposs strategic initiatives, manage all day-to-day accounting functions, and ensure compliance with all tax and regulatory requirements. Qualifications & Experience Skills, Experience and Qualifications: Bachelor&aposs degree or equivalent work experience in Accounting or Finance Professional accounting qualification, preferably a Chartered Accountant (CA) or Certified Public Accountant (CPA) Minimum of 10 years of accounting and financial reporting experience, with at least 4-5 years of experience at a senior management level Thorough knowledge of accounting principles and practices, financial planning, taxation, and financial analysis Experience in managing and leading a team Excellent written and oral communication skills Ability to exercise sound judgement, multitask, and prioritise competing demands Ability to balance theoretical and practical solution implementation Familiarity with FEMA operations to coordinate remittances with Banks Familiarity with demat operations for off-market transfer of shares within group holdings High level of proficiency in using Tally ERP for bookkeeping Ability to work with external auditors to close financial statements within predetermined timelines. Oversee taxation returns and other compliance filings with the assistance of an external adviser. Prepare MIS reports as required Show more Show less

Share Transfer & Demat Maintenance Facilitate share transfers via CDSL and NSDL platforms, processing client sell requests, handling IVR and linkus calls, executing share procurement and BID postings, and updating bought/sold book entries daily. Daily Operations & Reporting Update inventory and pricing on the website, maintain margins, and ensure accurate entries in bookkeeping for bought/sold transactions and price updates. CRM Integration & Client Requests Enable searching in CRM for buyback opportunities, approving buy requests, generating sell recommendations, and assisting leads from voice and IVR channels. KYC & Client Onboarding Conduct investor and CP KYC onboarding processes, open new demat accounts, and manage ongoing regulatory documentation as required. Client Training & Support Train Client Partners (CPs) on dashboards, CRM systems, commission structures, client mapping, and terminal operations. Stock & ESOP Operations Add new stocks to the trading platform with accurate mapping and pricing. Oversee ESOP buyback processes through the BID platform. Campaign Execution Drive marketing campaigns such as last booking promotions for limited-time stock availability. Qualifications & Skills Graduate degree in Finance, Commerce, Business, or a related field (MBA preferred). 25 years of experience in stock broking operations, depository participant (DP) operations, or back?office support, preferably with CDSL/NSDL systems Proficiency with CRM tools, Excel/Google Sheets, MS Office, and basic website or inventory management tools. Strong understanding of depository participant regulations, demat operations, and ESOP buyback workflows. Excellent communication skills for client training, query resolution, and inter?department coordination. High attention to detail, organizational discipline, and ability to manage multiple concurrent tasks. Ideal Candidate Profile Familiar with CDSL and NSDL DP systems, able to manage compliance-driven processing for trading, demater/ remater requests, pledges, and corporate actions.Comfortable handling high volumes of day-to-day operations including share BID management, inventory updates, CRM workflows, and client reporting. Experienced in KYC procedures and demat account onboarding for both investors and corporate clients. Capable of conducting CP training sessions, explaining commission structures, CRM modules, mapping strategies, and customer interfacing. Proactive mindset to participate in campaigns and suggest process improvements to enhance efficiency and client satisfaction. Show more Show less

The candidate will be responsible for overseeing backoffice Demat Operations/DP Operations of the Company. A Graduate degree is the basic qualification required, with NCFM DP Module certification being preferred.,

About us: 5paisa Capital Ltd. stands at the forefront of India's fintech revolution, offering a comprehensive digital platform for retail investors and traders. With a commitment to democratizing financial services, 5paisa provides a suite of products including Stocks, Futures & Options, Mutual Funds, IPOs, all accessible through user-friendly mobile applications and web platforms. Today 5paisa is a go-to platform for serious traders and investors. Role Overview: Join our dynamic Product team as a Management Trainee! Work at the intersection of finance, technology, and operations. Gain hands-on experience, collaborate with senior leaders, and contribute to innovative product initiatives shaping the future of capital markets. What You'll Do: Product Operations Support: Support day-to-day product operations, including trade reconciliation, issue tracking, Back Office and Demat operations, and MIS reporting. Assist in monitoring and resolving operational and functional issues across the trade lifecycle from execution to settlement. Process & Product Documentation: Assist in the creation and maintenance of Standard Operating Procedures (SOPs), process maps, and internal training materials. Document product issues, change requests, and enhancement requirements for effective tracking, analysis, and resolution. Product Management Exposure: Support product managers in gathering business requirements, conducting User Acceptance Testing (UAT), and preparing product demos or release documentation. Contribute to brainstorming sessions focused on new feature development, process enhancements, and product innovation. Cross-Team Collaboration: Collaborate with cross-functional teams including compliance, operations, and technology while contributing to projects and pilot initiatives that enhance operational efficiency and product usability. What You'll Need: A Bachelor's degree in Finance, Commerce, Engineering, or a related discipline is required. MBA/BBA preferred, but not mandatory. Certifications in Capital Markets (like NISM modules) will be an added advantage. Internship or project experience in capital markets, investment banking, or a fintech firm. Exposure to any trading platform, investment app, or reconciliation tools is a plus. Proficiency in MS Excel, SQL (basic), and JIRA or equivalent tools. Strong analytical skills and attention to detail. Effective communication and stakeholder management skills. What You Can Expect: Learning and Growth: Be part of a team that values continuous learning and encourages mentorship. Your journey with us will involve expanding your skill set and shaping your career path. Dynamic Environment: Expect a dynamic and challenging work environment where your expertise directly influences the success of our private cloud platform. Mentorship and Leadership: Experience a collaborative culture where your contributions matter. Foster a learning environment by providing mentorship and technical leadership.,