The role is suitable for someone who is detail-oriented, disciplined, organized, and passionate about finance, stock markets, client servicing, and business development.

1. Back Office Operations

- Coordinate account opening processes, including AOF, KYC, documentation, and client follow-ups.

- Maintain client records, compliance files, and reports.

- Process daily pay-in and payout transactions.

- Prepare MIS reports, account statements, contract notes, and ledgers.

- Ensure accuracy and timely completion of back-office activities.

- Maintain proper documentation and ensure compliance with internal processes.

1. Trading &
- Execution

- Execute equity and derivatives orders as per client instructions.

- Monitor RMS alerts, margins, trading limits, and order status.

- Coordinate with internal teams to resolve trade-related queries.

- Ensure smooth and accurate trade execution.

- Assist clients with basic trading-related operational queries.

1. Client Support &
- Coordination

- Handle client queries through calls, WhatsApp, and emails.

- Guide clients on MO Investor and MO Trader platforms.

- Assist clients with account statements, reports, and downloads.

- Provide timely support and ensure client satisfaction.

- Coordinate with internal departments to resolve client issues.

1. Cross-Selling &
- Business Development

- Identify opportunities to cross-sell financial products and services to existing clients.

- Promote investment products, equity, derivatives, and other financial offerings.

- Generate business leads through existing client relationships and references.

- Inform clients about new products, services, and investment opportunities.





- Coordinate with the advisor to support business development and achieve sales targets.

- Build long-term client relationships to increase business opportunities.

1. Office Management &
- Administration

- Manage daily office operations and overall housekeeping.

- Coordinate with vendors, service providers, and housekeeping staff.

- Handle printing, stationery, bill payments, and petty cash.

- Ensure proper functioning of office systems, internet, and office supplies.

- Maintain the office calendar, schedule meetings, and manage follow-ups.

- Ensure smooth day-to-day functioning of the office.

1. Required Skills

- Basic knowledge of the stock market and financial products.

- Solid organizational and office management skills.

- Good communication and interpersonal skills.

- Client handling, relationship management, and coordination abilities.

- Basic understanding of cross-selling and business development.

- Proficiency in MS Excel, PowerPoint, email, and reporting.

- High attention to detail and accuracy.

- Ability to multitask and work in a disciplined manner.

- Positive attitude, willingness to learn, and proactive approach.

1. Eligibility &
- Qualifications

- Graduate in any stream (Commerce/Finance preferred).

- NISM certification will be an added advantage.

- Experience in back-office operations, administration, stock broking, or financial services will be preferred.

1. Job Details

- Job Type: Full-time

- Work Location: In-person

- Experience: More than 2 years

- Preferred Background: Finance, Commerce, Stock Broking, or Administration

Pay: ₹15,000.00 - ₹30,000.00 per month

Work Location: In person

📌 Back Office Operations Manager (Vashi)
🏢 GRT Financial Services
📍 Vashi