Senior Executive – Investment Portfolio Management

2 days ago

Kanpur, Uttar Pradesh, India beBeeShareTransfer Full time ₹ 9,00,000 - ₹ 12,00,000
Job Title:

Executive - Share Transfer and Demat Operations

Job Description

Our organization seeks a skilled professional for the position of Executive - Share Transfer and Demat Operations. The ideal candidate will have experience in processing share transfers and converting them into dematerialized form.

  • Process physical share transfer requests, including scrutiny, validation, and documentation in compliance with regulatory guidelines.
  • Conduct field work, including physical visits and documentation collection related to transfer and demat activities.
  • Coordinate with Registrars and Transfer Agents (RTAs) for timely processing of share transfer and dematerialization requests.
  • Manage dematerialization and rematerialization processes through NSDL/CDSL depositories.
  • Maintain accurate records of investor holdings, transfer applications, dispatch details, and demat transactions.
  • Address and resolve shareholder queries and issues related to transfer ownership or demat rejections.
  • Ensure adherence to SEBI guidelines, Companies Act provisions, and internal compliance protocols.
  • Liaise with Company Secretaries and legal teams for validation and execution of legal documents pertaining to share transfers.
  • Prepare and submit periodic reports on shareholding patterns, transfer statuses, and pending cases.

Eligibility Criteria

  • Graduate in Commerce/Finance; MBA preferred.
  • 1-3 years of relevant experience in share transfer and demat operations.
  • Proficient in working with NSDL/CDSL platforms and understanding of SEBI regulations.
  • Familiarity with RTA software (e.g., Karvy, Link Intime, Cameo).
  • Strong skills in documentation, record keeping, and compliance.
  • Excellent communication and interpersonal skills for stakeholder engagement.

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