Investor Relations Specialist

3 weeks ago

Mysore, Karnataka, India Planify Capital Limited Full time
  • Share Transfer & Demat Maintenance
  • Facilitate share transfers via CDSL and NSDL platforms, processing client sell requests, handling IVR and linkus calls, executing share procurement and BID postings, and updating bought/sold book entries daily.
  • Daily Operations & Reporting
  • Update inventory and pricing on the website, maintain margins, and ensure accurate entries in bookkeeping for bought/sold transactions and price updates.
  • CRM Integration & Client Requests
  • Enable searching in CRM for buyback opportunities, approving buy requests, generating sell recommendations, and assisting leads from voice and IVR channels.
  • KYC & Client Onboarding
  • Conduct investor and CP KYC onboarding processes, open new demat accounts, and manage ongoing regulatory documentation as required.
  • Client Training & Support
  • Train Client Partners (CPs) on dashboards, CRM systems, commission structures, client mapping, and terminal operations.
  • Stock & ESOP Operations
  • Add new stocks to the trading platform with accurate mapping and pricing. Oversee ESOP buyback processes through the BID platform.
  • Campaign Execution
  • Drive marketing campaigns such as last booking promotions for limited-time stock availability.

Qualifications & Skills

  • Graduate degree in Finance, Commerce, Business, or a related field (MBA preferred).
  • 2–5 years of experience in stock broking operations, depository participant (DP) operations, or back‑office support, preferably with CDSL/NSDL systems
  • Proficiency with CRM tools, Excel/Google Sheets, MS Office, and basic website or inventory management tools.
  • Strong understanding of depository participant regulations, demat operations, and ESOP buyback workflows.
  • Excellent communication skills for client training, query resolution, and inter‑department coordination.
  • High attention to detail, organizational discipline, and ability to manage multiple concurrent tasks.

Ideal Candidate Profile

  • Familiar with CDSL and NSDL DP systems, able to manage compliance-driven processing for trading, demater/ remater requests, pledges, and corporate actions.Comfortable handling high volumes of day-to-day operations including share BID management, inventory updates, CRM workflows, and client reporting.
  • Experienced in KYC procedures and demat account onboarding for both investors and corporate clients.
  • Capable of conducting CP training sessions, explaining commission structures, CRM modules, mapping strategies, and customer interfacing.
  • Proactive mindset to participate in campaigns and suggest process improvements to enhance efficiency and client satisfaction.

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