Role & responsibilities
- Handle day-to-day stock broking back-office and operational activities.
- Process and maintain client Demat and Trading account documentation.
- Verify KYC documents and coordinate for account opening and activation.
- Handle client requests related to account modification, fund transfers, holdings, statements, and other operational matters.
- Coordinate with clients, dealers, relationship managers, and other internal departments.
- Assist with trade confirmation, settlement, pay-in/pay-out, and reconciliation activities.
- Monitor and resolve discrepancies in client accounts and transactions.
- Maintain accurate records of client transactions, documents, and operational reports.
- Coordinate with exchanges, depositories, banks, and other relevant parties wherever required.
- Handle client queries related to trading accounts, Demat accounts, statements, transactions, and operational issues.




- Maintain confidentiality and security of client information.
- Follow company policies, KYC/AML requirements, SEBI and exchange-related compliance procedures.
- Support the operations team in improving processes and maintaining service quality.

Preferred candidate profile
- Graduate in any discipline; B.Com/BBA/Finance background preferred.
- Good knowledge of MS Office, particularly Excel.
- Solid attention to detail and accuracy.
- Good communication and interpersonal skills.
- Ability to manage multiple tasks and work within deadlines.
- Good analytical and problem-solving skills.
- Ability to coordinate effectively with clients and internal departments.
- Candidates with experience in broking back-office/operations will be preferred.

Perks and benefits

📌 Walk-in || Back Office Executive (Indore)
🏢 Aviss Fintech
📍 Indore