Back Office Staff

salary 15,000 - 30,000 /month*
company-logo
job companyCkredence Wealth Management Private Limited
job location VIP Road Vesu, Surat
incentive₹10,000 incentives included
job experience1 - 3 years Experience in Back Office / Data Entry
2 Openings
Incentives included
full_time Full Time

Job Highlights

qualification
12th Pass and above
gender
All genders
jobShift
09:00 AM - 06:00 PM | 6 days working

Job Description

Key Responsibilities:

  • At least 1 year experience of ODIN software

  • Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.

  • Monitor stock market movements and provide real-time trading advice to clients.

  • Maintain active communication with clients to inform them of market trends, investment options, and risk factors.

  • Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.

  • Coordinate with the back-office team for timely settlement and reporting.

  • Maintain and grow client relationships to ensure repeat business and client satisfaction.

  • Prepare daily and periodic trading reports for internal and client use.

  • Monitor client positions and margin requirements to prevent over-leveraging.

  • Support in onboarding new clients and advising them on investment strategies.

Qualifications:

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

  • Mandatory: NISM Series VIII - Equity Derivatives Certification.

  • Good understanding of equity markets and trading platforms (e.g., NSE NOW, ODIN, etc.).

  • Strong analytical, communication, and interpersonal skills.

  • Ability to work in a fast-paced, high-pressure environment.

  • Client-centric approach with an interest in relationship management.

Other Details

  • It is a Full Time Back Office / Data Entry job for candidates with 1 - 3 years of experience.

More about this Back Office Staff job

  1. What is the eligibility criteria to apply for this Back Office Staff job?
    Ans: The candidate should be 12th Pass and above and above with 1 - 3 years of experience of experience
  2. How much salary can I expect for this job role?
    Ans: You can expect a salary of ₹15000 - ₹30000 per month + Incentives that depends on your interview. It's a Full Time job in Surat.
  3. How many working days are there for this Back Office Staff job?
    Ans: This Back Office Staff job will have 6 working days.
  4. Are there any charges applicable while applying or joining this Back Office Staff job?
    Ans: No, there is no fee applicable for applying this Back Office Staff job and during the employment with the company, i.e., Ckredence Wealth Management Private Limited.
  5. Is it a work from home job?
    Ans: No, it’s not a work from home job and can't be done online.
  6. How many openings are there for this Back Office Staff role?
    Ans: There is an immediate opening of 2 Back Office Staff at Ckredence Wealth Management Private Limited
  7. Who can apply for this job?
    Ans: Both Male and Female candidates can apply for this Back Office / Data Entry job.
  8. What are the timings of this Back Office Staff job?
    Ans: This Back Office Staff job has 09:00 AM - 06:00 PM timing.
Candidates can call HR for more info.
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Other Details

Incentives

Yes

No. Of Working Days

6

Skills Required

ODIN software knowledge, NISM VIII certification

Contract Job

No

Salary

₹ 15000 - ₹ 30000

Contact Person

Pradeepsingh Gaur

Interview Address

VIP Road Vesu, Surat
Posted 3 days ago
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