KYC - Operations Executive

Roots Recruitment; Mumbai; On-site; INR 300,000 - 420,000; Full time

Job summary

Roots Recruitment in Mumbai urgently seeks an Operation Executive for a reputed stock broking firm. You will manage the end-to-end onboarding, including opening trading and demat accounts.

The role requires handling KYC procedures, client modifications, and Pay in/Pay out processes, ensuring timely settlements and strict regulatory compliance. You will work closely with operations and sales teams to provide seamless service.

Qualifications

• Experience in stock broking and brokerage operations.
• Knowledge of trading and demat account opening processes.
• Familiarity with KYC guidelines and client data management.

Responsibilities

• Open trading and demat accounts and manage full onboarding process.
• Oversee KYC compliance and documentation.
• Handle client modification requests and Pay in/Pay out operations.

Skills

Trading onboarding

KYC compliance

Client modification

Job description

Urgent Requirement For Operation Executive

A Reputed Stock Broking Firm based at Vile Parle

Top Company in Financial Services Sector

Roles and Responsibilities

• Should know how to open trading and demat account, full process from start to end.
• Should know the entire KYC process.
• Should know client modification.
• Should know how to do the Pay in and Payout.

Skills highlighted with ‘‘ are preferred keyskills