Lead Associate - treasury Operations

Job Description

Roles and Responsibilities Build a Demat Operations from zero to 10 X Process dematerialization requests accurately and efficiently, ensuring compliance with regulatory requirements and internal policies. Open new Demat accounts for clients and ensure all required documentation is complete and accurate. Maintain existing Demat accounts, including updating account information, resolving discrepancies, and addressing client inquiries. Facilitate the transfer of securities between Demat accounts and ensure timely settlement of transactions. Monitor and reconcile Demat account balances regularly to identify and resolve any discrepancies. Collaborate with internal teams, including compliance and customer service, to address client inquiries and resolve issues promptly. Stay updated on industry developments, regulatory changes, and best practices related to Demat operations. Assist in the development and implementation of process improvements to enhance the efficiency and effectiveness of Demat operations. Generate and distribute account statements and reports to clients and internal stakeholders. Qualifications Bachelors degree in finance, accounting, business administration, or related field. 3to 5 years years of experience in Demat operations or a similar role within the financial services industry. Strong understanding of Demat processes, regulations, and best practices. Excellent attention to detail and accuracy in data entry and documentation. Proficiency in MS Office suite (Word, Excel, Outlook) and experience with Demat software systems. Strong communication and interpersonal skills, with the ability to interact with clients effectively and internal stakeholders. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Certification in Demat operations /Fixed Income Securities Certification from NISM is preferred.