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Executive - Operations & Social Media Management @ Stock Trade Capital

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 Executive - Operations & Social Media Management

Job Description

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Job Summary:

We are seeking a dynamic and customer-focused Stock Broker Executive to support our growing stock broking firm. The role involves client relationship management, assisting in onboarding, educating clients on platforms, and promoting value-added services such as PMS, Algo trading tools, and research subscriptions, managing digital communication, including social media engagement.


Key Responsibilities:

Client Support & Onboarding

  • Guide new clients through account opening, KYC verification, and onboarding documentation.
  • Follow up with clients for incomplete forms, missing documents, or clarification.

Trade Confirmation from Clients (Fund Manager Executions)

  • Maintain a tracker of trades executed by the fund manager under PMS/Advisory portfolios.
  • Send timely trade execution summaries to clients via email/WhatsApp as per compliance norms.
  • Record and follow up on client acknowledgment or confirmation, ensuring audit compliance.
  • Coordinate with fund managers and operations team in case of client discrepancies or clarifications.

Social Media & Communication Management

  • Manage and schedule posts on WhatsApp Broadcasts, LinkedIn, Telegram, and Instagram (using tools like Buffer, Zoho Social or Meta Suite).
  • Create weekly trade performance updates, client success stories, and market awareness content.
  • Respond to messages/comments and escalate relevant leads or queries to senior staff.
  • Coordinate with designers or content creators for marketing creatives and visual reports.

Required Skills & Experience:

  • Preferred Graduate in Commerce, Finance, or related field.
  • Minimum 13 years of experience in a similar client support or operations role.
  • Knowledge of social media platforms and basic content planning tools (Canva, Buffer, Meta Business Suite, etc.).
  • Proficiency in MS Excel (vlookups, pivot tables), Word, PowerPoint.
  • Experience in data management, MIS, and reporting.
  • Strong communication and interpersonal skills.
  • Language Proficiency: English, Hindi
  • Basic understanding of stock market operations and trading platforms.
  • Familiarity with CRM tools and digital platforms (preferred).
  • Organized, self-motivated, and client-centric mindset.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: Customer Success, Service & Operations
Role Category: Customer Success, Service & Operations - Other
Role: Customer Service
Employement Type: Full time

Contact Details:

Company: Stock Trade Capital
Location(s): Vadodara

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Keyskills:   Client Re Social Media Management Office Administration Telecalling

 Fraud Alert to job seekers!

₹ 1.5-2 Lacs P.A

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Stock Trade Capital

Stock Trade Capital is a professionally managed broking & Investment firm backed by a team of seasoned market experts. Stock Trade Capital believes in creating sustainable Value for our Clients by combining deep market insight with personalised strategies. With a strong foundation and forward ...