Back office executive

4 days ago

Surat, India Tradevisor Finnovations Private Limited Full time

Back Office Executive Hiring For Oplera Finolutions Pvt. LtdWe 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 checksRequired 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 environmentPreferred Experience:• 1–3 years in broking, wealth management, mutual funds, or financial back office• Experience with

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