Role & responsibilities

Handle client onboarding, Demat and Trading account opening.

Manage KYC verification and client documentation.

Handle Demat-related activities, share transfers, pledge/unpledge and other client requests.

Coordinate with CDSL, NSDL, stock exchanges and broking house head offices.

Check and maintain holding statements, transaction statements, contract notes and ledger reports.

Assist with trade settlement, fund pay-in and pay-out activities.

Handle client queries through calls, emails and WhatsApp.

Follow up on pending documentation, account opening and operational requests.

Maintain proper records and ensure timely completion of daily tasks.

Coordinate with internal teams and ensure compliance with company procedures.

Preferred candidate profile





Basic knowledge of Stock Market, Equity and Broking Operations.

Understanding of Demat and Trading Accounts.

Knowledge of NSE, BSE, CDSL and NSDL.

Familiarity with CDSL Easi/Easiest and KYC procedures.

Basic knowledge of MS Excel, MS Word and Email.

Valuable communication, coordination and follow-up skills.

Accuracy, attention to detail and time management.

Educational Qualification

Graduate in Commerce, Finance, Business Administration or any related field.

NISM certification will be an added advantage.

📌 Back Office Executive - Stock Broking / Financial Services (Kolkata)
🏢 Happy2Investt
📍 Kolkata