We are a sub broker dealing in shares and securities. We are looking for a person who can handle end to end operations of the firm which will be related to current client account opening formalities, maintaining trade and investment sheet updated and various other ongoing request with the broker. This role will have more communications with the broker and lesser communications with clients.

Role & responsibilities

- Account opening of new client accounts
- Maintaining trade sheet for trades done. Keeping the master excel file updated at all times which will have reconciliation of ledger, investment made by clients, present stock holdings, dividends, etc.
- Working on various modification request to be done for clients accounts, with the broker.




- Keeping data records updated
- Keeping a track of risk management in few client accounts
- Maintaining our company accounts updated at all times
- Keeping trading records and updating on broker dash board on daily basis.
- Handing office admin work.

Preferred candidate profile

- Strong accounting acumen to keep records tally and updated at all time
- Advanced excel knowledge
- KYC knowledge
- Stock market investment knowledge is a must.
- Staying near. Someone who can reach office location within 30 mins.

📌 Accounts, Operations & Admin (Mumbai)
🏢 Centra Insights
📍 Mumbai