Business Operations Executive

Location: Mumbai

Openings: 1

Experience: 1–3 Years

CTC: 4.0 LPA + Performance Incentives

Industry: Fintech / Financial Services / Stock Broking / Wealth Management

About the Company

We are a fast-growing fintech marketplace operating in the pre-IPO and unlisted shares segment, with a growing presence across India and international markets.

Behind every successful transaction is a strong operations team that ensures documentation is accurate, settlements are completed on time, and clients receive timely updates. As the business expands in Mumbai, we are looking for a detail-oriented operations professional who can take ownership of processes and ensure smooth transaction execution.

About the Role

We are looking for a Business Operations Executive to manage back-office and operational workflows for our Mumbai office.

The role works closely with Sales, Finance, Compliance and Client Servicing teams and is responsible for ensuring that transactions, documentation and client-related operational activities are handled accurately and efficiently.

The ideal candidate should be process-oriented, detail-focused and capable of identifying errors or bottlenecks before they impact transactions.

Key Responsibilities

- Manage end-to-end trade operations for unlisted share transactions, including buy/sell documentation, share-transfer coordination, demat credit tracking and settlement monitoring.
- Handle client onboarding and KYC documentation in accordance with compliance requirements.
- Coordinate between sales teams, clients and back-office teams to provide timely transaction updates and resolve operational bottlenecks.




- Maintain daily MIS reports, transaction logs and operational dashboards for management review.
- Coordinate with Finance for invoice generation, payment confirmation and reconciliation.
- Track pending, in-progress and completed transactions through CRM and internal systems.
- Identify transaction delays or discrepancies and coordinate for timely resolution.
- Support the sales team with operational data, documentation templates and process-related assistance.
- Maintain accurate and securely organized transaction and client records.
- Identify recurring operational issues and recommend improvements to existing workflows.

Candidate Requirements
- 1–3 years of experience in Operations, Back-Office Operations, Trade Support or Transaction Processing.
- Experience in Fintech, Stock Broking, Wealth Management, NBFC, Capital Markets or Financial Services preferred.
- Understanding of trade settlements, demat transactions, share transfers, KYC and financial transaction workflows will be an advantage.
- Strong working knowledge of Microsoft Excel, including data management, basic formulas and report preparation.
- Good attention to detail and accuracy in documentation.
- Strong written and verbal communication skills.
- Ability to coordinate effectively with clients and multiple internal teams.
- Ability to handle multiple transactions/tasks while maintaining accuracy.
- Familiarity with CRM systems is an advantage.

Compensation & Perks
- Fixed CTC: 4.0 Lakhs per annum
- Performance Incentive: Up to 1–3 months of monthly salary, based on individual and company performance
- Performance Review: At 6 months, with potential for salary revision

📌 Business Operations Executive (Mumbai)
🏢 Talent Corner HR Services
📍 Mumbai