Back Office Executive - Stock Broking / Financial Services

Happy2investt; Kolkata District; On-site; INR 300,000 - 420,000; Full time

Job summary

Happy2investt in Kolkata seeks a detail-oriented candidate to manage client onboarding, KYC, and Demat/trading account openings. You will coordinate with CDSL/NSDL and stock exchanges, ensure accurate documentation, and support trade settlements and daily operations.

The role requires basic knowledge of stock markets, Demat/Trading accounts, and strong communication skills. Familiarity with KYC procedures and MS Office will help you excel in this position.

Qualifications

• Basic knowledge of Stock Market, Equity and Broking Operations.
• Understanding of Demat and Trading Accounts.
• Knowledge of NSE, BSE, CDSL and NSDL.
• Familiarity with CDSL Easi/Easiest and KYC procedures.
• Basic knowledge of MS Excel, MS Word and Email.
• Good communication, coordination and follow-up skills.
• Accuracy, attention to detail and time management.

Responsibilities

• Handle client onboarding, Demat and Trading account opening.
• Manage KYC verification and client documentation.
• Handle Demat-related activities, share transfers, pledge/unpledge and other client requests.
• Coordinate with CDSL, NSDL, stock exchanges and broking house head offices.
• Check and maintain holding statements, transaction statements, contract notes and ledger reports.
• Assist with trade settlement, fund pay-in and pay-out activities.
• Handle client queries through calls, emails and WhatsApp.
• Follow up on pending documentation, account opening and operational requests.
• Maintain proper records and ensure timely completion of daily tasks.
• Coordinate with internal teams and ensure compliance with company procedures.

Skills

Stock market basics

Onboarding

KYC procedures

Demat accounts

Trading accounts

MS Excel

MS Word

Email comms

Coordination

Attention to detail

Education

Graduate in Commerce, Finance, Business Administration

NISM certification

Job description

Role & responsibilities

Handle client onboarding, Demat and Trading account opening.

Manage KYC verification and client documentation.

Handle Demat-related activities, share transfers, pledge/unpledge and other client requests.

Coordinate with CDSL, NSDL, stock exchanges and broking house head offices.

Check and maintain holding statements, transaction statements, contract notes and ledger reports.

Assist with trade settlement, fund pay-in and pay-out activities.

Handle client queries through calls, emails and WhatsApp.

Follow up on pending documentation, account opening and operational requests.

Maintain proper records and ensure timely completion of daily tasks.

Coordinate with internal teams and ensure compliance with company procedures.

Preferred candidate profile

Basic knowledge of Stock Market, Equity and Broking Operations.

Understanding of Demat and Trading Accounts.

Knowledge of NSE, BSE, CDSL and NSDL.

Familiarity with CDSL Easi/Easiest and KYC procedures.

Basic knowledge of MS Excel, MS Word and Email.

Good communication, coordination and follow-up skills.

Accuracy, attention to detail and time management.

Educational Qualification

Graduate in Commerce, Finance, Business Administration or any related field.

NISM certification will be an added advantage.