Operational Specialist

Job Description

Key Responsibilities: Data Management:  Assist in data collection, validation and reporting using Excel.  Generate reports and circulate to relevant stakeholders on a daily/weekly/monthly frequency as prescribed  Maintain updated details on CRM tools (Dashboard, Bitrix, etc). Document & Compliance Management  Maintain organized records of various signed documents  Track the onboarding process of fund.  Support the Compliance team in ensuring timely document execution and compliance filings. MIS & Reporting  Maintain and update MIS trackers for startup commitments, fund receipts, and pending investments.  Updating and sending EOD reports daily.  Generate monthly MIS reports for Relationship Managers (RMs).  Provide data required for different management reports on ad-hoc requests  Work with internal stakeholders and external agencies to ensure accurate and timely reporting. Qualification:  Educational Background: Bachelor’s degree in Finance, Business Administration, or related field.  Experience: Minimum 6 months of previous experience in MIS, Ops, finance, or a related area is preferred, either as full-time employment or internship/industry project.  Detail-oriented and organized, with the ability to multitask and prioritize responsibilities  Communication Skills: Excellent verbal and written communication skills.  Analytical Abilities: Strong analytical and research skills, with the ability to gather and interpret data from various sources.  Tech-Savvy: Comfortable with technology and able to quickly adapt Salary : 3LPA INR Show more Show less