Back Office Executive Hiring For Oplera Finolutions Pvt. Ltd We are hiring at Oplera Finolutions Pvt. Ltd. , a modern wealth management firm committed to transparency, research-backed advisory and long-term value creation. We are looking for 2 Back Office Executives to join our growing team in Surat. Key Responsibilities: • Client onboarding, KYC validation and documentation management • Handling Demat, mutual fund and investment-related operational processes • Preparing reports, statements, and maintaining client records • Coordinating with brokers, RTAs and internal teams • Managing follow-ups, client servicing and query resolution • Basic compliance and data accuracy checks Required Skills: • Basic Excel skills. • Good communication in Hindi ,Gujarati & English • Understanding of Equity, Mutual Funds, Bonds, PMS, AIFs (basic level) • Attention to detail and accuracy in documentation • Ability to work in a structured, process-driven environment Preferred Experience: • 1–3 years in broking, wealth management, mutual funds, or financial back office • Experience with account opening, KYC, MF utilities, CAMS/ KFintech portals is a plus If you are passionate about finance and want to grow with a fast-evolving wealth management firm, we would love to connect. 📍 Location : Adajan Surat 💰 Salary : ₹2.4–₹2.8 LPA 📩 Apply at: connect@tradevisor.in
Company Description We are hiring for Oplera Finolutions Pvt. Ltd . which is a modern wealth management company focused on transparent, research-backed financial solutions. We help individuals and families build, grow, and protect wealth through curated investment strategies spanning equities, mutual funds, private equity, AIFs, PMS, Bond , Insurance and long-term financial planning. Oplera stands for clarity, trust, and a disciplined approach to wealth creation. Role Description We are looking for a Smart and Good-Looking Receptionist who can be the welcoming face of our Wealth Management Company at our Adajan Surat office. Candidates will serve as the face of the company to ensure a welcoming and professional environment for all visitors and staff , she is also fluent in English, Gujarati & Hindi. Qualifications & Skills Strong skills in Receptionist Duties and Clerical Skills to efficiently handle administrative tasks, manage schedules, and organize documentation. Proficiency in Phone Etiquette and Communication to handle incoming calls, relay messages, and interact professionally with clients and team members. Exceptional Customer Service skills to provide a positive experience for clients and visitors, addressing their inquiries with a friendly and professional demeanor. Ability to manage multiple priorities, stay organized, and work effectively in a fast-paced environment. Basic computer literacy and familiarity with office software tools (e.g., MS Office) are advantageous. Previous experience in a receptionist or administrative role is preferred but not mandatory. A high school diploma or equivalent qualification is required. 💰 Salary: ₹2.20–₹2.5 Lakhs per annum 📍 Location: Rio Empire , Opp. Umra Bridge , Pal Gam Surat 📩 Apply by sending your CV to : connect@tradevisor.in #Hiring #ReceptionistJob #CorporateCareers #WealthManagement #JobSearch #JoinOurTeam