Operations & Client Servicing Executive

Operations & Client Servicing Executive  📍 Location: Pune, Maharashtra  🏢 Company: Perpetual Capital Advisors Pvt. Ltd.    About Us  Perpetual Capital Advisors is a SEBI-registered investment advisory firm focused on delivering investment advisory solutions with integrity, compliance, and client-first service. We are looking for a proactive Operations & Client Servicing Executive to join our growing team and support both business operations and client relationships.    Key Responsibilities  Business Support & Billing: Manage billing, documentation, website updates, and calculation management.  Microsoft Office & Collaboration Tools: Work on Excel, Word, PowerPoint, and SharePoint for reporting and presentations.  Client Management: Assist in client onboarding (online & offline), complete C-KYC and KRA processes.  Bank Work: Handle all types of bank-related activities, payments, and reconciliations.  Office & Administrative Management: Coordinate office activities, support the team, and manage day-to-day workflow.    Desired Candidate Profile  Graduate in Commerce, Finance, or Business Administration (preferred).  2–3 years of experience in operations, client servicing, or administrative support.   At least 1 year of experience in Tally software  Strong proficiency in MS Office (Excel, Word, PowerPoint); familiarity with SharePoint is a plus.  Good communication skills (written & verbal).  Knowledge of financial services / RIA operations / banking procedures will be an added advantage.  Self-driven, detail-oriented, and able to manage multiple tasks efficiently.    What We Offer  Exposure to the investment advisory and wealth management industry.  Professional growth in a regulated and structured environment.  Supportive team culture with opportunities to take ownership.  Competitive compensation aligned with experience.    How to Apply  If this role excites you, send your updated CV with the subject line “Application – Operations & Client Servicing Executive” to: support@perpetualinv.com