Stock Trading & Accounts Officer

Position Overview

Key Responsibilities

Stock Trading Activities:

• Execute equity and stock orders on the BSE/NSE, ensuring compliance with SEBI guidelines and company policies.
• Monitor Indian stock market trends, analyze data, and provide insights for trading decisions.
• Manage trading platforms, input trades, and reconcile transactions with clearinghouses like NSDL and CDSL.
• Ensure proper recording of all trades and maintain a detailed transaction history.
  

Account Management

• Oversee client account activities, including KYC, processing deposits/withdrawals, and maintaining account records.
• Reconcile daily stock trades and account transactions, addressing discrepancies promptly.
• Prepare and distribute client account statements and handle inquiries regarding their portfolios.
• Manage documentation, including regulatory compliance with SEBI and other Indian financial authorities.
  

Compliance And Risk Management

• Ensure all trading activities comply with SEBI, RBI, and company regulations.
• Monitor and report any suspicious trading activities to the compliance team.
• Help develop risk management policies to safeguard against operational and financial risks.
  

Financial Reporting

• Prepare daily, weekly, and monthly trading reports for SEBI and internal stakeholders.
• Support the finance team in the preparation of financial statements as per Indian GAAP standards.
• Assist in the audit process, providing necessary financial data and documentation for statutory audits.
  

Client Relationship Management

• Handle client queries regarding stock trades and account management with a focus on excellent customer service.
• Build and maintain client relationships to support seamless trading and account operations.
• Assist in onboarding new clients, explaining Indian stock market operations and regulatory requirements.
  

Qualifications

• Bachelor’s degree in Finance, Accounting, or Business Administration from a recognized Indian institution.
• Prior experience in Indian stock trading or brokerage operations.
• Strong understanding of SEBI regulations, Indian financial markets, and stock trading platforms (BSE, NSE).
• Proficiency in financial reporting and accounting principles (knowledge of Indian GAAP preferred).
  

Preferred Qualifications

• Professional certifications like NISM, CFA, or CPA.
• Experience with Indian trading platforms and databases (Bloomberg, Reuters, MetaTrader).
• Proficiency in MS Excel and accounting software (Tally, SAP, Oracle).
  

Good To Have

• Active on social media.
• Knowledge of emerging technologies such as AI tools like ChatGPT and design platforms like Canva.
  

What We Offer

• Competitive salary package with performance-linked bonuses.
• Professional growth opportunities with exposure to Indian stock market dynamics.
• A supportive and inclusive work culture, with continuous learning opportunities.