Key Responsibilities

- Perform accurate data entry and maintain operational records.

- Process client documentation and ensure completeness of KYC and account-opening

documents.

- Verify and maintain client records in the back-office system.

- Coordinate with branches, dealers, and internal teams for operational support.

- Prepare and maintain daily operational reports.

- Handle document filing, scanning and record management.

- Assist in trade-related documentation and reconciliation.

- Ensure compliance with company policies and SEBI/Exchange guidelines.

- Resolve operational queries from internal teams.

- Maintain confidentiality of client information and company data.

- Support administrative and other back-office activities as assigned.

Required Skills

- Good knowledge of MS Excel, Word and Outlook.

- Solid attention to detail and accuracy.

- Good analytical and organizational skills.

- Effective verbal and written communication.

- Ability to work under deadlines.

- Team player with a positive attitude.

- Basic knowledge of stock broking, capital markets or financial services will be an added

Pay: ₹200,000.00 - ₹250,000.00 per year

Work Location: In person

📌 Back Office Executive (Lower Parel)
🏢 Lakshmishree Investment & Securities
📍 Lower Parel