Back Office Operations Manager

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

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.

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.

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.

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.

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.

Required Skills

Basic knowledge of the stock market and financial products.

Strong 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.

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.

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