Operations Executive
We are looking for a mo.vated Opera.ons Execu.ve with a strong background in finance
and excellent so:ware and computer skills. The candidate will be responsible for managing
and op.mizing daily opera.onal processes, ensuring accuracy and efficiency in handling
investment and insurance products, and suppor.ng the smooth func.oning of the business.
Key Responsibilities
1. Operations Management:
o Process client transactions for mutual funds, SIPs, bonds, and insurance
products.
o Accurate documentation and reporting.
2. Data Management:
o Maintain and update client records in the system.
o Generate and analyze reports to support decision-making.
3. Compliance and Documentation:
o Ensure adherence to regulatory guidelines and compliance standards.
o Manage KYC (Know Your Customer) and other required documentation
processes.
4. Client Support:
o Handle client queries related to investment and insurance products.
o Coordinate with financial advisors and partners to resolve operational issues.
5. Process Optimization:
o Iden.fy opportuni.es to improve opera.onal efficiency.
o Implement new so:ware tools or workflows to streamline processes.
Qualifications and Skills:
1. Educational Background:
o Bachelor’s degree in Finance, Commerce, or a related field.
2. Professional Experience:
o 1–3 years of experience in financial opera.ons or a similar role.
o Familiarity with mutual funds, SIPs, bonds, and insurance products is a must.
3. Technical Skills:
o Proficiency in MS Office (Excel, Word, PowerPoint).
o Experience with financial software/tools (e.g., CAMS, KARVY) is a plus.
4. Key Competencies:
o Strong analytical and problem-solving skills.
o Excellent written and verbal communication.