The incumbent would be responsible for executing different responsibilities relating to operations, client servicing, cross selling. As an operation executive creating PowerPoint Presentations, managing email campaigns and social media accounts, making proposals for prospects & clients on MS Excel and on industry software would be the key responsibilities . The incumbent would be working for Banking, Financial Services and Insurance Industry(BFSI) Job Types: Full-time, Permanent Pay: ₹18,000.00 - ₹25,000.00 per month Ability to commute/relocate: Delhi 110034 Delhi, Delhi 110034: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Required) Experience: operation: 1 year (Required) total work: 2 years (Required) Work Location: In person Expected Start Date: 01/09/2025
The incumbent would be responsible for executing different responsibilities relating to operations, client servicing, cross selling. As an operation executive creating PowerPoint Presentations, managing email campaigns and social media accounts, making proposals for prospects & clients on MS Excel and on industry software would be the key responsibilities . The incumbent would be working for Banking, Financial Services and Insurance Industry(BFSI) Job Types: Full-time, Permanent Pay: ₹18,000.00 - ₹25,000.00 per month Ability to commute/relocate: Delhi 110034 Delhi, Delhi 110034: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Required) Experience: operation: 1 year (Required) total work: 2 years (Required) Work Location: In person Expected Start Date: 01/09/2025
Client Onboarding and KYC · Execute fresh and modified KYC, FATCA compliance, and risk profiling for all new and existing investors in line with regulatory requirements and internal policies. · Validate and accurately capture nomination details and client information in Account Opening Forms (AOFs) and related documents prior to submission. · Manage registration of new clients, including KYC document uploads and updating records within the system. Investment Proposals and Transactions · Prepare tailored investment proposals and fund performance reports based on client risk profiles and investment objectives. · Process client transactions including purchase, SIP, STP, and redemption orders on NSE/BSE platforms within prescribed turnaround times. · Handle special service requests such as transmission, ARN/bank/nominee changes, tax status updates, statement issuance, and portfolio requests. Reporting, MIS, and Reconciliation · Generate periodic MIS reports covering business performance, client portfolios, transaction summaries, brokerage, trails, commission calculations, and billing. · Maintain brokerage charts, liquid fund reconciliations, folio merging, and capital gains statement generation, including automation initiatives. · Organize and maintain client data and documentation on shared drives; ensure timely file transfers, diary updates, and documentation accuracy. Relationship Management and Coordination · Conduct regular lead follow-ups and coordinate meetings with business partners, maintaining records and updating fund lists discussed. · Support portfolio reviews by providing updated statements, performance reports, and capital gains reports to advisors and founders. · Participate in weekly vendor meetings focused on operational reviews, automation possibilities, and process improvements. Data Analysis · Analyze scheme performance and business-generated data to extract meaningful insights and support decision-making through robust number crunching and reporting. Qualifications and Skills · Bachelor’s degree in Finance, Business, or related field preferred · Prior experience in financial services, mutual funds, or investment operations · Knowledge of KYC, FATCA, regulatory compliance, and account opening processes · Strong analytical skills with proficiency in data interpretation and MIS reporting · Familiarity with transaction processing on NSE/BSE platforms · Excellent communication and coordination abilities · Proficiency in MS Excel, Google Sheets, and automation tools · Detail-oriented with good organizational and multitasking skills Job Type: Full-time Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Work Location: In person Expected Start Date: 02/01/2026
Client Onboarding and KYC · Execute fresh and modified KYC, FATCA compliance, and risk profiling for all new and existing investors in line with regulatory requirements and internal policies. · Validate and accurately capture nomination details and client information in Account Opening Forms (AOFs) and related documents prior to submission. · Manage registration of new clients, including KYC document uploads and updating records within the system. Investment Proposals and Transactions · Prepare tailored investment proposals and fund performance reports based on client risk profiles and investment objectives. · Process client transactions including purchase, SIP, STP, and redemption orders on NSE/BSE platforms within prescribed turnaround times. · Handle special service requests such as transmission, ARN/bank/nominee changes, tax status updates, statement issuance, and portfolio requests. Reporting, MIS, and Reconciliation · Generate periodic MIS reports covering business performance, client portfolios, transaction summaries, brokerage, trails, commission calculations, and billing. · Maintain brokerage charts, liquid fund reconciliations, folio merging, and capital gains statement generation, including automation initiatives. · Organize and maintain client data and documentation on shared drives; ensure timely file transfers, diary updates, and documentation accuracy. Relationship Management and Coordination · Conduct regular lead follow-ups and coordinate meetings with business partners, maintaining records and updating fund lists discussed. · Support portfolio reviews by providing updated statements, performance reports, and capital gains reports to advisors and founders. · Participate in weekly vendor meetings focused on operational reviews, automation possibilities, and process improvements. Data Analysis · Analyze scheme performance and business-generated data to extract meaningful insights and support decision-making through robust number crunching and reporting. Qualifications and Skills · Bachelor’s degree in Finance, Business, or related field preferred · Prior experience in financial services, mutual funds, or investment operations · Knowledge of KYC, FATCA, regulatory compliance, and account opening processes · Strong analytical skills with proficiency in data interpretation and MIS reporting · Familiarity with transaction processing on NSE/BSE platforms · Excellent communication and coordination abilities · Proficiency in MS Excel, Google Sheets, and automation tools · Detail-oriented with good organizational and multitasking skills Job Type: Full-time Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Work Location: In person Expected Start Date: 02/01/2026