Back Office Executive

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 account opening, KYC, MF utilities, CAMS/ KFintech portals is a plusIf you are passionate about finance and want to grow with a fast-evolving wealth management firm, we would love to connect.

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