Executive - Operations & Social Media Management
,, Job Summary: We are seeking a dynamic and customer-focused Stock Broker Executive to support our growing stock broking firm. The role involves client relationship management, assisting in onboarding, educating clients on platforms, and promoting value-added services such as PMS, Algo trading tools, and research subscriptions, managing digital communication, including social media engagement. Interested Candidate, Pls contact @ 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.
