Back Office Executive

5 days ago

Surat, India Tradevisor Finnovations Private Limited Full time

Back Office Executive Hiring For Oplera Finolutions Pvt. Ltd We are hiring at Oplera Finolutions Pvt. Ltd. , a modern wealth management firm committed to transparency, research-backed advisory and long-term value creation. We are looking for 2 Back Office Executives to join our growing team in Surat. Key Responsibilities: • Client onboarding, KYC validation and documentation management • Handling Demat, mutual fund and investment-related operational processes • Preparing reports, statements, and maintaining client records • Coordinating with brokers, RTAs and internal teams • Managing follow-ups, client servicing and query resolution • Basic compliance and data accuracy checks Required Skills: • Basic Excel skills. • Good communication in Hindi ,Gujarati & English • Understanding of Equity, Mutual Funds, Bonds, PMS, AIFs (basic level) • Attention to detail and accuracy in documentation • Ability to work in a structured, process-driven environment Preferred Experience: • 1–3 years in broking, wealth management, mutual funds, or financial back office • Experience with account opening, KYC, MF utilities, CAMS/ KFintech portals is a plus If you are passionate about finance and want to grow with a fast-evolving wealth management firm, we would love to connect. Location: Adajan Surat Salary : ₹2.4–₹2.8 LPA Apply at:

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