Back Office Executive

Backend Operations Executive – Stock Market Operations

About the Company

I Cap Financial Services is a SEBI-registered financial services company specializing in equity research, investment advisory, and wealth management solutions. With over a decade of experience in the capital markets, we are committed to helping investors make informed financial decisions through technology-driven solutions, research, and exceptional client service. We are looking for a proactive and detail-oriented Backend Operations Executive to support our growing operations team and ensure seamless execution of day-to-day business processes.

Job Summary

We are seeking a motivated and organized Backend Operations Executive with 6 months to 1 year of experience in the stock market or financial services industry. The ideal candidate should possess a strong understanding of client onboarding, Demat account processing, regulatory documentation, and backend operational activities. This role requires accuracy, compliance, and the ability to coordinate effectively with internal teams, brokers, and clients.

Key Responsibilities

• Handle end-to-end backend operations related to client onboarding and stock market services.

• Process Demat account opening, modification, re-KYC, and account closure requests through online and offline channels.

• Verify KYC documents and ensure compliance with SEBI, Exchange, and Depository guidelines.

• Coordinate with brokers, Depository Participants (DPs), and internal teams for timely account activation and issue resolution.

• Maintain accurate client records, operational documents, and transaction reports.

• Assist clients with basic operational queries and ensure timely resolution of service requests.

• Support account maintenance activities, including nominee updates, bank modifications, and profile changes.

• Assist in preparing and maintaining operational MIS reports and documentation.

• Support finance-related activities, including basic accounting, invoice processing, GST, TDS, and taxation documentation.

• Coordinate with internal departments to ensure smooth execution of operational processes.

• Monitor operational timelines and ensure adherence to internal SLAs and regulatory requirements.

• Identify process gaps and recommend improvements to enhance operational efficiency.

Eligibility Criteria

• Bachelor's degree in Commerce, Finance, Business Administration, or a related field.

• Minimum 6 months to 1 year of experience in Stock Market Operations, Financial Services, Broking, Wealth Management, or Investment Advisory.

• Basic understanding of Equity Markets, Demat Accounts, Trading Accounts, and Depository Processes.

• Familiarity with KYC documentation and client onboarding procedures.

• Basic knowledge of Accounts, GST, TDS, and taxation concepts.

• Proficiency in Microsoft Excel, Word, and Google Workspace.

• Experience working with broker back-office systems will be an added advantage.

Required Skills

• Strong attention to detail and documentation skills.

• Good analytical and problem-solving abilities.

• Excellent organizational and time management skills.

• Ability to work efficiently in a fast-paced environment.

• Strong interpersonal and client coordination skills.

• High level of integrity and confidentiality.

Languages

• English

• Hindi

• Kannada

Why Join I Cap Financial Services?

• Opportunity to work with a SEBI-registered financial services organization.

• Exposure to capital markets, client servicing, and financial operations.

• Dynamic work environment with continuous learning opportunities.

• Career growth based on performance and contribution.

• Collaborative team culture focused on excellence and innovation.

• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 1 years of experience.