Job Description

We are seeking a proactive Operations Associate to support the functioning of our operations team for daily/periodic activities.

Key Responsibilities

Transaction Processing:

Proactively process client transactions for mutual funds and other financial products.

Client Onboarding:

Assist in the verification, and maintenance of client documentation and KYC records.

Back-Office Support:

Maintaining and uploading data in the portal from various sources.

Compliance Assistance:

Help ensure all operations adhere to SEBI, and internal regulatory standards.

Communication:

Provide prompt and professional responses to client and internal queries.

Process Improvement:

Identify and suggest improvements to streamline operational workflows.

Reporting:

Prepare and maintain operational reports as required by the team.

Qualifications & Skills

Education:

Any Bachelor's degree.

Experience:

1-3 years of experience in operations, preferably within financial services.

Skills:

Strong attention to detail and accuracy.


Good organizational and time-management skills.


Basic understanding of financial markets.


Proficiency in MS Office (Excel, Word).


Excellent communication and interpersonal skills.

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

Speak with the employer

+91 6292320953