Advisory Operations & Data Manager

Company Description 5 Circles Pvt Ltd is a SEBI Registered Research Analyst (INH00002004) committed to building a community of individuals striving for financial independence through informed decision-making. Our team of experienced analysts specializes in analyzing various financial assets, including stocks, commodities, forex, and cryptocurrencies. We prioritize educating individuals in Technical Analysis to empower them to make confident trading and investment decisions while adhering to SEBI regulations. Advisory Operations & Data Manager Location: Kanpur Do you love working with data, processes, and clients? We’re looking for an Advisory Operations & Data Manager to help us run the backend of our SEBI-registered advisory services smoothly. If you’re organized, detail-oriented, and tech-savvy — this role is perfect for you! Key Responsibilities: ✅ Manage client data, subscription records, and payment tracking ✅ Maintain accurate stock recommendation records (buy price, target, SL, profit booked) ✅ Ensure seamless advisory operations on automated platforms ✅ Track stock performance & maintain transparent reports for internal and external use ✅ Coordinate with advisory team & handle backend operations ✅ Continuously improve operational processes for efficiency Qualifications & Skills Required: ✅ 4+ years of experience in operations/data management ✅ Strong Excel/Google Sheets skills ✅ Highly organized & detail-oriented ✅ Ability to manage large volumes of data accurately ✅ Proactive, problem-solver mindset ✅ Familiarity with stock market ecosystem is a bonus What We Offer: ✨ A key role in a SEBI-registered advisory team ✨ A dynamic, supportive work culture ✨ Opportunities to grow & take ownership of operations ✨ Transparent team & leadership Show more Show less