KYC Executive

Actively Reviewing the Applications

Planify Capital Limited

India, Haryana, Gurugram Full-Time On-site INR 4–5 LPA

Posted 2 months ago • Apply by July 30, 2026

Job Description

Role Summary

Responsible for managing share transfer, demat operations, and daily back-office activities, ensuring accurate execution across CDSL/NSDL platforms, CRM systems, and client-facing operations.

Key Responsibilities

Process share transfers and sell requests via CDSL/NSDL, including BID postings, IVR handling, and daily bought/sold book updates.
Update inventory, pricing, margins, and transaction records across systems and the website.
Manage CRM workflows for buybacks, lead support, buy/sell approvals, and client requests.
Handle investor and CP KYC onboarding, demat account opening, and regulatory documentation.
Train client partners on dashboards, CRM usage, commission structures, and terminal operations.
Manage stock listings and ESOP buyback operations.
Support marketing campaigns and suggest process improvements.

Qualifications & Skills

Graduate in Finance/Commerce/Business (MBA preferred).
2–5 years of experience in DP or stock broking operations (CDSL/NSDL).
NISM Series XVI certification (mandatory).
Strong knowledge of demat operations, DP regulations, corporate actions, and ESOP workflows.
Proficient in CRM tools, Excel/Sheets, and MS Office.
Strong communication, coordination, and multitasking skills.

Skills: operations,share procurement,nsdl,crm