Posted:7 hours ago|
Platform:
Work from Office
Full Time
Job Description
Operations team plays a crucial role in making sure every clients investment journey is smooth, accurate, and timely.
What Youll Be Doing: As an Operations Executive, you will work behind the scenes to support Relationship Managers and ensure all client investment-related tasks are handled efficiently. Your role includes:
Handling all account opening formalities, KYC checks, and documentation for client investments.
Coordinating with clients to collect documents, resolve queries, and follow up on pending requirements. Executing mutual fund, SIP, insurance, and other investment transactions as per client instructions. Working on MIS reports, Google Sheets, and other internal trackers to ensure timely updates and transparency. Liaising with AMCs, platform partners, and internal teams for seamless operations. Ensuring clients receive timely updates on their investments and maintaining a high standard of service.
Location - Gurgaon
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Alpha Capital
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