Job Description

Job Title:

Operations Executive - Financial Services

Location:

Navi Mumbai

Experience:

1-2 Years (Wealth Management / Investment Operations)

Qualification:

Graduate / Post Graduate in Finance, Commerce, or related field

About the Role:

We are seeking a proactive and detail-oriented

Operations Executive

to join our dynamic team at

V-Financial Services

, a leading wealth management and financial planning firm. The ideal candidate will bring hands-on experience in

mutual fund operations, client onboarding, transaction execution, renewal tracking, and MIS reporting

, with strong communication and multitasking abilities.

Key Responsibilities:

1. Client Onboarding & Documentation:

Handle end-to-end client onboarding, KYC verification, FATCA, and registration on BSE Star/MF Utility platforms. Ensure compliance with regulatory and internal policy requirements.

2. Transaction Execution:

Process investments, redemptions, switches, and SIP/SWP/STP transactions on

BSE Star MF / MF Utility

portals. Coordinate with RMs and Financial Planners for timely and accurate transaction execution.

3. Client Servicing & Renewal Management:

Track and follow up on renewals, SIP expiries, insurance renewals, and portfolio updates. Resolve client queries promptly with a service-first approach. Maintain a high standard of client experience and confidentiality.

4. MIS, Reporting & Data Management:

Prepare and maintain daily, weekly, and monthly MIS reports on transactions, renewals, and client service TATs. Generate and review investment reports for accuracy before client delivery.

5. Operational Efficiency & Coordination:

Liaise with fund houses, registrar & transfer agents, and internal departments for issue resolution. Identify process improvement opportunities and contribute to automation and workflow efficiency.

Key Skills & Competencies:

Hands-on experience with

BSE Star MF and MF Utility platforms

(mandatory). Knowledge of

mutual funds, PMS, insurance, and fixed-income products

. Strong understanding of end-to-end operational flow in

Wealth Management / Investment Brokerage

setup. Excellent command over

English communication

- written and verbal. High attention to detail, accuracy, and data integrity. Proactive, disciplined, and service-oriented mindset. Strong working knowledge of

MS Excel / Google Sheets / CRM tools

.

Preferred Background:

Prior experience with a

Wealth Management firm, Investment Advisor, or Financial Distributor.

Exposure to handling HNI client operations preferred.

What We Offer:

Opportunity to work with an

all-female-led and professionally driven financial planning firm.

A collaborative and growth-oriented work environment. Structured learning exposure to end-to-end financial operations and client service excellence.
Job Type: Full-time

Pay: ?10,747.46 - ?25,000.00 per month

Benefits:

Cell phone reimbursement
Work Location: In person