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
Positive knowledge of MS Excel, Word and Outlook.
Solid attention to detail and accuracy.
Valuable 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 (India)
🏢 Lakshmishree Investment & Securities
📍 India
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