Executive - Operations & Social Media Management

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Job Summary:

Stock Broker Executive

8866001330

Key Responsibilities:

Client Support & Onboarding

• Guide new clients through account opening, KYC verification, and onboarding documentation.
• Follow up with clients for incomplete forms, missing documents, or clarification.

Trade Confirmation from Clients (Fund Manager Executions)

• Maintain a tracker of trades executed by the fund manager under PMS/Advisory portfolios.
• Send timely trade execution summaries to clients via email/WhatsApp as per compliance norms.
• Record and follow up on client acknowledgment or confirmation, ensuring audit compliance.
• Coordinate with fund managers and operations team in case of client discrepancies or clarifications.

Social Media & Communication Management

• Manage and schedule posts on WhatsApp Broadcasts, LinkedIn, Telegram, and Instagram (using tools like Buffer, Zoho Social or Meta Suite).
• Create weekly trade performance updates, client success stories, and market awareness content.
• Respond to messages/comments and escalate relevant leads or queries to senior staff.
• Coordinate with designers or content creators for marketing creatives and visual reports.

Required Skills & Experience:

• Preferred Graduate in Commerce, Finance, or related field.
• Minimum 13 years of experience in a similar client support or operations role.
• Knowledge of social media platforms and basic content planning tools (Canva, Buffer, Meta Business Suite, etc.).
• Proficiency in

  MS Excel (vlookups, pivot tables), Word, PowerPoint

  .
• Experience in

  data management, MIS, and reporting

  .
• Strong communication and interpersonal skills.
• Language Proficiency: English, Hindi
• Basic understanding of stock market operations and trading platforms.
• Familiarity with CRM tools and digital platforms (preferred).
• Organized, self-motivated, and client-centric mindset.