Operations Executive

Job Title: Operations Executive Investment Support

About Us:

Role Overview:

Key Responsibilities:

• Account Opening & KYC:

• Manage end-to-end account opening for mutual funds and other investments.

• Perform KYC documentation checks, verifications, and compliance adherence.

• Coordinate with clients for collection of required documents and resolve discrepancies.

• Investment Operations:

• Execute client instructions for mutual fund purchases, SIP registrations, insurance policies, and other transactions.

• Ensure timely processing and accurate reporting of all investment activities.

• Client Coordination:

• Act as a key liaison between clients, AMCs, platform partners, and internal teams.

• Provide proactive updates to clients regarding their account status, transactions, and investment portfolios.

• Data Management:

• Maintain and update MIS reports, trackers, and Google Sheets to ensure operational transparency and timely reporting.

• Ensure all activities are compliant with internal policies and regulatory requirements.

What Were Looking For:

• Graduate (any stream) with

  excellent communication skills

  in English.

• Hands-on experience in investment operations, especially in account openings (Demat, Mutual Funds), KYC processing, and client servicing.

• Strong understanding of mutual funds, SIPs and investment platforms.

• Proficient with

  MS Office, Google Sheets, Email communications, and online meeting tools (Zoom, Google Meet).

• Highly

  detail-oriented,

  organized, and committed to service excellence.

• Ability to work collaboratively in a fast-paced environment while maintaining high accuracy and confidentiality standards.

Why Join Us?

• Be part of a dynamic and growing wealth management firm where your expertise will be valued.

• Opportunity to work alongside seasoned professionals and expand your domain knowledge.

• A collaborative work culture that focuses on learning, excellence, and professional growth.

• Your contributions will have a direct impact on client satisfaction and organizational success.

If you have the passion for