About the Role

We are looking for a Business Operations Executive to manage the back-office and operational workflows for our Mumbai office. This is a critical role that sits at the intersection of sales, finance, compliance and client servicing. You will be responsible for ensuring that every trade, every document and every client interaction is handled with accuracy and speed. The ideal candidate is someone who finds satisfaction in making systems work smoothly, who spots errors before they become problems, and who communicates clearly across teams to keep operations moving without delays. This is not a glamorous role, but it is an absolutely essential one for a growing fintech company where operational failures have direct financial and reputational consequences.

What You Will Do

 Manage end-to-end trade operations for unlisted share transactions, including buy

and sell documentation, share transfer coordination, demat credit tracking and

settlement monitoring

 Handle client onboarding documentation and KYC verification in coordination with

compliance requirements, ensuring all records are complete, accurate and securely

maintained

 Serve as the operational point of contact between the sales team, clients and the

back-office, providing timely updates on transaction status and resolving process

bottlenecks

 Maintain daily MIS reports, transaction logs and operational dashboards for review





by the Mumbai team lead and senior management

 Coordinate with the finance team on invoice generation, payment confirmation and

reconciliation for completed transactions

 Track pending, in-progress and completed transactions across the CRM and internal

systems, flagging delays or discrepancies immediately

 Support the Mumbai sales team with operational data, documentation templates

and process assistance to help them close deals faster

 Continuously identify and suggest improvements to operational workflows based on

patterns and recurring issues

What We Are Looking For

 One to three years of experience in operations, back-office processing or trade

support within fintech, stock broking, wealth management, NBFC or financial

services

 Strong proficiency in Microsoft Excel, including data management, basic formulas

and report formatting

 High attention to detail and a zero-tolerance approach to documentation errors

 Valuable written and verbal communication skills for effective coordination with

internal teams and clients

 A process-oriented mindset with the ability to manage multiple tasks simultaneously

without losing accuracy

 Familiarity with CRM tools and basic financial transaction workflows is an advantage

Pay: ₹30,000.00 - ₹33,000.00 per month

Work Location: In person

📌 Business Operations Executive (India)
🏢 CD INFOTECH PVT.LTD
📍 India