Client onboarding

- Collect and verify KYC, PMS agreement, risk profile, bank and demat details for new HNI clients, and follow up until every document is complete and correct.
- Coordinate demat and trading account opening with our broker, custodian and other partners, and track each account until it is active and funded.
- Run every new client through our onboarding SOP in Trello and update their record in Zoho CRM at each stage.

Portfolio and account operations

- Support the founder's order flow with client-wise allocation sheets and post-trade checks.
- Reconcile client holdings and cash against broker and custodian statements, and flag mismatches the same day.
- Process client fund additions and withdrawals, and keep the cash ledger current.
- Manage the paperwork for Pre-IPO / unlisted share deals: confirmations, payment tracking, transfer follow-ups and holding confirmation until shares reach the client's demat.

Pay: ₹250,000.00 - ₹300,000.00 per year

Advantages:

- Flexible schedule

Work Location: In person

📌 Senior Operations Executive (Pune)
🏢 ROHA ASSOCIATES
📍 Pune