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5.0 - 9.0 years
0 Lacs
maharashtra
On-site
You will be joining Equirus Wealth Private Limited as a Senior Backoffice Operations professional, reporting to the Head of Operations - HNI Advisory & Broking. Your main responsibility will be to oversee the entire operations and manage the back-office team of the Broking business. Your expertise in functions like KYC, Demat Operations, and Back-office operations will be crucial in ensuring smooth processes and timely submissions for regulatory compliances. With over 5 years of experience in back-office operations for Broking, you are expected to demonstrate advanced proficiency in Microsoft Excel and have a solid understanding of financial markets, investment products, and trading platform...
Posted 2 weeks ago
0.0 - 4.0 years
0 Lacs
gujarat
On-site
As a Backoffice Demat Operations / DP Operations candidate, your role will involve looking after the Demat Operations of the company. Your key responsibilities will include: - Managing backoffice Demat Operations efficiently - Handling DP Operations effectively The basic qualifications required for this role are: - Graduate degree - NCFM DP Module certification is preferred,
Posted 2 months ago
10.0 - 12.0 years
0 Lacs
delhi, india
On-site
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 Delh...
Posted 3 months ago
2.0 - 5.0 years
0 Lacs
Gurugram, Haryana, India
On-site
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 n...
Posted 4 months ago
0.0 - 4.0 years
0 Lacs
ahmedabad, gujarat
On-site
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.,
Posted 4 months ago
0.0 - 4.0 years
0 Lacs
thane, maharashtra
On-site
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 shap...
Posted 4 months ago
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