Procurment Client Operations Specialist

• 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).
• 2–5 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.