Back Office Operations - 6 months contract

About US:

A long established and rapidly growing professional services group, located in 6 major cities across India. We specialize in providing business and tax guidance and accounting services to international companies that are currently conducting or initiating business in India as well as those expanding overseas.

We serve over 1,000 clients including multinationals, companies listed on exchanges, privately held and family-owned businesses from more than 45 countries. Our team of over 850 members is lead by 21 Partners/Directors.

We, at Nexdigm, truly believe that our people are our greatest asset. We invest a lot of time and effort to ensure that each one remains focused on long-term growth.

The role is an exciting mix of compliance and advisory work. We also believe in providing the freedom to explore with a culture that never says NO to learning. Apart from holding the current FPI role, you are also provided a platform to delve into newer avenues.

Role Summary

We are seeking Broking Support Executive to manage and support daily broking back-office operations. The ideal candidate should have prior experience in a wealth management or stock broking environment and possess strong Excel skills to handle operational reporting, reconciliations, and client support activities efficiently.

Key Responsibilities

• Execute and monitor daily broking back-office operations.
• Process trade-related activities, settlements, and payouts accurately.
• Perform client account opening, modifications, and maintenance activities.
• Manage trade confirmations, contract notes, and operational reports.
• Conduct client ledger, holdings, and DP account reconciliations.
• Coordinate with exchanges, depositories, custodians, and internal teams for issue resolution.
• Ensure compliance with regulatory and internal operational guidelines.
• Prepare MIS reports and operational dashboards using Excel.
• Support Relationship Managers and Wealth Advisors with operational requirements.
• Handle client queries related to transactions, holdings, funds, and settlements.
• Maintain accurate records and documentation of all operational activities.

Required Qualifications

• B.Com or equivalent degree (additional qualifications will be an advantage).
• Minimum 2 years of experience in broking back-office operations within a Wealth Management or Stock Broking firm.

Required Skills

• Strong understanding of stock broking and wealth management operations.
• Excellent proficiency in Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, data analysis, reporting).
• Knowledge of trade lifecycle, settlements, DP operations, and reconciliations.
• Familiarity with NSE, BSE, NSDL, and CDSL processes.