Grow Your Career with Us

Only For Female Candidates

Location: Vadodara, Gujarat

Role Focus: Business Operations & Administration

Experience Requirement: 3 to 5 Years (Mutual Fund or Equity Stock Broking)

Working Hours: 9:00 AM to 6:00 PM (Includes 30-minute lunch break)

Compensation: ₹1,80,000 to ₹2,40,000 P.A.

About the Role

At Primeidea Ventures, we know that seamless back-office operations are the backbone of the exceptional wealth management services we provide to our clients. We are looking for a highly organized and detail-oriented female Back Office Executive to join our Vadodara team. In this role, you will be the operational anchor of our firm, ensuring that all business processes, client documentation, and daily administrative tasks run smoothly, accurately, and efficiently.

Key Responsibilities

• Operational Excellence: Manage daily business operations, including the accurate processing of applications for Mutual Funds, Direct Equity, PMS, Fixed Deposits, and other financial products.

• KYC & Compliance: Ensure all client onboarding documentation, account opening, and KYC/C-KYC processes are flawless, up-to-date, and strictly aligned with regulatory guidelines.

• Data Management: Maintain highly organized client records, generate regular portfolio reports, and ensure data integrity across our wealth management software and databases.

• Seamless Coordination: Act as a vital bridge between our advisory team, clients, and external entities such as Asset Management Companies (AMCs), Depository Participants, and RTAs (like CAMS or KFintech) to resolve operational queries.

• Administrative Support: Handle day-to-day office administration, track business metrics, and provide comprehensive support to ensure the team can focus entirely on client advisory and research.

Ideal Candidate Profile

• Candidate Focus: We are specifically looking for a dedicated and professional female candidate for this role.

• Educational Background: Must be a Graduate (preferably in Commerce, BBA, Finance, or a related field).

• Industry Experience: A mandatory 3 to 5 years of proven back-office and operational experience specifically within Mutual Fund Distribution or Equity Stock Broking.

• Language Proficiency: Excellent communication skills with fluency in both Gujarati and English to smoothly interact with our local clients, team members, and institutional partners.

• Time Management: Highly disciplined and capable of managing multiple operational tasks efficiently within the standard 9:00 AM to 6:00 PM workday.

• Tech-Savvy: Strong proficiency in MS Office (especially Excel and Word) and hands-on experience navigating back-office financial and broking software.

• Detail-Oriented: A meticulous, eagle-eyed approach to work—financial operations require zero errors when handling sensitive client data and market transactions.

Compensation & Work Environment

• Salary Structure: A stable fixed remuneration of ₹1,80,000 to ₹2,40,000 per annum, commensurate with your operational expertise.

• Work-Life Balance: Predictable and fixed working hours from 9:00 AM to 6:00 PM, which includes a dedicated 30-minute lunch break to rest and recharge.

• Growth & Culture: A respectful, humble, and forward-thinking work environment where your organizational skills will be deeply valued and instrumental to the firm’s sustainable growth.