Procurement Specialist

3 weeks ago

Gurgaon, Haryana, India Planify Capital Limited Full time
Job Description

- 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).
- 25 years of experience in stock broking operations, depository participant (DP) operations, or backoffice 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 interdepartment 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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