Senior Executive - Back office (Retail)

Job Description

1. Establish and maintain a robust data management framework to ensure the accuracy, consistency, and security of operational data.
   
2. Monitor and record critical metrics related to retail operations, including customer acquisition, transaction volumes, compliance adherence, and service turnaround times.
   
3. Collaborate with IT and analytics teams to create dashboards and reporting tools that provide real-time insights into operational performance.
   
4. Prepare detailed periodic reports and presentations for senior management, highlighting key trends, challenges, and opportunities for improvement.
   
5. Leverage data to identify patterns, inefficiencies, and areas of concern, providing actionable insights to leadership for strategic decision-making.
   

Process Optimization and Automation:

1. Identify areas for process improvement and lead initiatives to automate manual workflows.
   
2. Develop and enforce standard operating procedures (SOPs) to enhance efficiency and mitigate operational risks.
   
3. Collaborate with technology teams to integrate and optimize automation tools, CRM systems, and trading platforms.
   
4. Ensure that the back-office systems are streamlined for efficient operations and reporting.
   

Collaboration with Innovation Teams:

1. Work closely with the Sales, Customer Service, and Product teams to implement innovations in trading apps and customer engagement platforms.
   
2. Provide operational insights to support the development of new features and functionalities in the trading ecosystem.
   
3. Support sales initiatives by ensuring operational readiness for campaigns and product launches.
   

Customer Focus:

1. Develop and implement strategies to enhance customer experience across retail operations.
   
2. Collaborate with customer service teams to resolve queries and improve service delivery including account opening.
   

Requirements:

Qualifications and Skills:

Education:

• Bachelors degree in Finance, Business Administration, or related field (MBA preferred).
  

Experience:

• 1–3 years of experience in retail broking operations.
  
• Exposure to process automation, system integrations, and digital transformations.
  

Skills:

• Strong knowledge of regulatory frameworks governing retail broking (SEBI, NSE, BSE, etc.).
  
• Proficiency in operational tools, CRM platforms, and trading applications.
  
• Exceptional data management, reporting, and analytical skills.
  
• Expertise in creating dashboards and performance monitoring systems.
  
• Strong communication and collaboration skills to work with cross-functional teams.