Lakahni Investment is a growing Wealth Management company dedicated to providing tailored financial solutions to individuals and businesses. With a strong focus on personalized client service and innovative investment strategies, we aim to help our clients achieve their financial goals and build enduring wealth.
Job Summary
Lakahni Investment is looking for a detail-oriented
Operations Executive
to support day-to-day operational activities. This role focuses on documentation, data handling, coordination with AMCs, and ensuring smooth back-office operations. The ideal candidate should be computer-efficient, organized, and experienced in financial services operations.
Key Responsibilities
Manage
end-to-end operations
related to AMCs and investment products.
Handle client documentation, transaction processing, and follow-ups.
Coordinate with AMCs and RTAs for operational queries and resolution.
Ensure accuracy, compliance, and timely completion of operational tasks.
Prepare and maintain MIS and operational reports using MS Excel.
Maintain organized records and support audits or internal reviews as required.
Support internal teams with timely and efficient operational execution.
Qualifications & Skills
Graduate in any discipline.
1-2 years of relevant
experience in operations
, preferably in
AMC / Mutual Fund / financial services
Strong computer proficiency with
MS Office
(especially Excel and Word).
Good handwriting
for manual documentation and record-keeping.
High level of accuracy, ownership, and adherence to processes.
Preferred Candidate Traits
Strong sense of ownership and accountability.
Ability to work independently with minimal supervision.
Detail-oriented with a compliance-focused mindset.
Effective coordination and follow-up skills.
Calm and professional approach when handling operational issues.
Job Type: Full-time
Pay: ₹15,000.00 - ₹25,000.00 per month
Benefits:
Leave encashment
Paid sick time
Paid time off
Education:
Bachelor's (Required)
License/Certification:
Driving Licence (Preferred)
Work Location: In person
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