Manager - NRI Operations

The Upstox Story:

Upstox is one of India's leading Fin-Tech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade & investment platform and commission-free pricing. We offer numerous asset categories to invest in, like Stocks, IPOs, Mutual Funds, and more.  

By focusing on our customers’ needs and equipping them with personalized yet powerful tools, we witnessed a steep growth of 800% in our customer base from 25 Thousand in 2017 to 2 Lakh in 2019. With 1500% growth in 2020, currently, over 11 million customers trust us with their investment decisions, thus setting us on the course to become an industry-leader in the country. 

Our mission is simple - to break down the complexities of investing and make it more effortless, accessible, affordable, and easy for the masses to adopt. This key principle when infused with intuitive design and leading-edge technology will help us empower every Indian to take control of their investments. 

RKSV Securities was founded by Ravi Kumar and Shrinivas Viswanath in 2009 and was soon graced by Kavitha Subramanian as the third co-founder in 2016. Backed by Ratan Tata, Upstox had raised $4 million in Series A funding in early 2016 that was led by Kalaari Capital. The Series B funding round scaled multifold and witnessed an investment of $25 million by US-based investment firm - Tiger Global Management in September 2019.   We have a team of highly skilled technology and finance professionals, and are currently looking for highly motivated field experts to be part of our high-energy team.   Responsibilities:

• Accurately update limits in the Risk Management System (RMS).
• Perform daily reconciliation of funds received and payments made.
• Execute daily billing processes accurately.
• Prepare and send contract notes and margin statements to clients.
• Regularly reconcile the securities register to ensure accurate records.
• Handle and resolve client complaints effectively.
• Support and coordinate internal and external audit processes.
• Implement updates to processes as needed based on regulatory changes or best practices.

Requirement:

• 8+ years of experience and graduate degree in business management or similar field.
• Knowledge of NRI operations, all regulations applicable and MS Office (Excel, Word, PPT, etc)
• Interpersonal skills, Interpretation skills, Technical skills and Problem solving skills.
• Good to have knowledge of Busywin back office software