Procurment Client Operations Specialist

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.

Skills : stock & esop operations,ms office,share transfer & demat maintenance,demat,esop buyback workflows,excel / google sheets,attention to detail,communication skills,kyc & client onboarding,crm integration & client requests,onboarding,client training & support,campaign execution,client training,demat operations,kyc,daily operations & reporting,operations,organizational discipline,crm tools,depository participant regulations,inventory management

Skills Required

CRM Tools, CDSL, google sheets , NSDL, Excel, Ms Office