07 Aug
|
I Cap Financial Services
|
Bengaluru
07 Aug
I Cap Financial Services
Bengaluru
Backend Operations Executive Stock Market Operations
About the Company
I Cap Financial Services is a premier wealth management and multi-family office dedicated to serving Ultra High Net Worth Individuals (UHNWIs), High Net Worth Individuals (HNWIs), families, and institutional clients. With a strong focus on preserving, growing, and compounding wealth, our investment philosophy is centered on delivering consistent alpha generation through research-driven, bespoke portfolio strategies. We provide access to a comprehensive range of capital market investment solutions, including listed equities, mutual funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), fixed-income securities, bonds, structured products, pre-IPO opportunities, and other sophisticated financial instruments. Backed by over a decade of capital market expertise, we combine deep market insights, disciplined execution, and personalized advisory to help clients achieve long-term wealth creation while navigating evolving market cycles with confidence.
Job Summary
We are seeking a motivated and organized Backend Operations Executive with 6 months to 1 year of experience in the stock market or financial services industry. The ideal candidate should possess a strong understanding of client onboarding, Demat account processing, regulatory documentation, and backend operational activities. This role requires accuracy, compliance, and the ability to coordinate effectively with internal teams, brokers, and clients.
Key Responsibilities
- Handle end-to-end backend operations related to client onboarding and stock market services.
- Process Demat account opening, modification, re-KYC, and account closure requests through online and offline channels.
- Verify KYC documents and ensure compliance with SEBI, Exchange, and Depository guidelines.
- Coordinate with brokers, Depository Participants (DPs), and internal teams for timely account activation and issue resolution.
- Maintain accurate client records, operational documents,
and transaction reports.
- Assist clients with basic operational queries and ensure timely resolution of service requests.
- Support account maintenance activities, including nominee updates, bank modifications, and profile changes.
- Assist in preparing and maintaining operational MIS reports and documentation.
- Support finance-related activities, including basic accounting, invoice processing, GST, TDS, and taxation documentation.
- Coordinate with internal departments to ensure smooth execution of operational processes.
- Monitor operational timelines and ensure adherence to internal SLAs and regulatory requirements.
- Identify process gaps and recommend improvements to enhance operational efficiency.
Eligibility Criteria
- Bachelor's degree in Commerce, Finance, Business Administration, or a related field.
- Minimum 6 months to 1 year of experience in Stock Market Operations, Financial Services, Broking, Wealth Management, or Investment Advisory.
- Basic understanding of Equity Markets, Demat Accounts, Trading Accounts, and Depository Processes.
- Familiarity with KYC documentation and client onboarding procedures.
- Basic knowledge of Accounts, GST, TDS, and taxation concepts.
- Proficiency in Microsoft Excel, Word, and Google Workspace.
- Experience working with broker back-office systems will be an added advantage.
Required Skills
- Strong attention to detail and documentation skills.
- Good analytical and problem-solving abilities.
- Excellent organizational and time management skills.
- Ability to work efficiently in a fast-paced environment.
- Strong interpersonal and client coordination skills.
- High level of integrity and confidentiality.
Languages
- English
- Hindi
- Kannada
Why Join I Cap Financial Services?
- Prospect to work with a SEBI-registered financial services organization.
- Exposure to capital markets, client servicing, and financial operations.
- Dynamic work environment with continuous learning opportunities.
- Career growth based on performance and contribution.
- Collaborative team culture focused on excellence and innovation.
📌 Backend Operations Executive (Stock Market Operations) (Bengaluru)
🏢 I Cap Financial Services
📍 Bengaluru