INR 4 - 5 LPA
5 months left to apply
Job Description
Role Summary
Responsible for managing share transfer, demat operations, and daily back-office activities, ensuring accurate execution across CDSL/NSDL platforms, CRM systems, and client-facing operations.
Key Responsibilities
- Process share transfers and sell requests via CDSL/NSDL, including BID postings, IVR handling, and daily bought/sold book updates.
- Update inventory, pricing, margins, and transaction records across systems and the website.
- Manage CRM workflows for buybacks, lead support, buy/sell approvals, and client requests.
- Handle investor and CP KYC onboarding, demat account opening, and regulatory documentation.
- Train client partners on dashboards, CRM usage, commission structures, and terminal operations.
- Manage stock listings and ESOP buyback operations.
- Support marketing campaigns and suggest process improvements.
- Graduate in Finance/Commerce/Business (MBA preferred).
- 2–5 years of experience in DP or stock broking operations (CDSL/NSDL).
- NISM Series XVI certification (mandatory).
- Strong knowledge of demat operations, DP regulations, corporate actions, and ESOP workflows.
- Proficient in CRM tools, Excel/Sheets, and MS Office.
- Strong communication, coordination, and multitasking skills.
Required Skills
Additional Information
- Company Name
- Planify Capital Limited
- Industry
- Investment Banking
- Department
- N/A
- Role Category
- Finance and Sales
- Job Role
- Mid-Senior level
- Education
- No Restriction
- Job Types
- On-site
- Employment Types
- Full-Time
- Gender
- No Restriction
- Notice Period
- Immediate Joiner
- Offered Salary
- INR 4 - 5 LPA
- Year of Experience
- 1 - Any Yrs
- Job Posted On
- 2 weeks ago
- Application Ends
- 5 months left to apply
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