Operations & Admin Executive

Operate online and offline investment portals after being familiarized with them in initial

training. The portals being currently used in the company are Investwell Mint and NSE MF II.

Understand the emails coming from financial planners and external partners in the company

and take investment and/or monitoring actions on the same.

• Be able to write emails and send them within and outside the company.

• Fill up financial forms like those related to Investments, Redemption, SIPs, etc with zero

error speedily.

• Carefully process all the transactions and other financial / non-financial operational work

without errors and with speed.

• Maintain and update financial and non-financial data on excel and Google sheets, various

• Operate online portals, extract and download them as required, and analyze them to generate meaningful operational results.

• Be able to learn backend operational work as per changing regulatory and procedural

requirements and bring them into action speedily.

• Deal with and interact with Asset Management Companies’ staff as also with the clients as

per the requirements.

• Be able to do reconciliation of data, compare different data and bring out analyzed

conclusions on Excel and Google sheets.

• Generate complete or partial MIS Reports as per given criteria through available

investment software and portals.

• Handle and assist in administrative work of the company on a routine, temporary or

standing requirement basis as required.

No. of Positions: 2

Working Days – Monday to Friday

Female Candidates Required

Interview process: IQ Test, General written test, Excel Test & Interview rounds.

Interested candidates to forward their CVs to: [email protected]

Job Types: Full-time, Permanent, Fresher

Pay: ₹25,000.00 - ₹26,000.00 per month

Benefits:

• Health insurance
• Life insurance
• Provident Fund

Work Location: In person