Job Description

Job Summary

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 Types: Full-time, Permanent

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

Schedule:

Day shift
Work Location: In person

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