Operations Executive

Job Title: Operations Executive (Mutual Funds & Insurance)

Location: Chatribari, Guwahati

Job Type: Full-Time

Experience Level: Entry to Mid-Level

Salary: ₹10,000 – ₹15,000 (Negotiable) + Diwali Bonus + Yearly Increment

Holidays: As per Stock Market Holiday List

Job Overview:

We are looking for an Operations Executive to manage back-office operations related to mutual fund & insurance. This role requires attention to detail, proactive decision-making, and strong organizational skills to ensure smooth processing of financial transactions while maintaining accurate records.

Key Responsibilities:

• Process and verify mutual fund transactions for accuracy.
• Check transaction details and follow up with clients for approvals or additional information.
• Coordinate with clients for health insurance renewals and gather necessary documents.
• Ensure timely follow-ups for insurance closures and investment-related documentation.
• Maintain and update client records in CRM and Excel for future reference.
• Resolve client queries related to mutual funds, insurance, and other financial services.
• Take proactive actions to improve operations and enhance client satisfaction.
• Recommend new products and services based on client needs and industry trends.

Required Skills & Qualifications:

• Basic computer knowledge (Ms office, email handling).
• Strong logical thinking and decision-making capabilities.
• Ability to work proactively and take initiative in client servicing and operations.
• Good communication and follow-up skills.
• No specific certification required; freshers and experienced with a learning attitude are welcome.

Education-Minimum Graduation

Perks & Benefits:

• Salary: ₹10,000 – ₹15,000 (Negotiable)
• Diwali Bonus
• Holidays as per Stock Market Holiday List
• Yearly Increment based on performance

Join Hem Securities and be a part of a dynamic team that helps clients manage their investments efficiently!

To Apply: Send your resume to subhrajeetdey27@gmail.com with subject line “Operations Executive-Name

Job Types: Full-time, Permanent

Pay: ₹10,000.00 - ₹15,000.00 per month

Schedule:

• Day shift
• Fixed shift
• Morning shift

Supplemental Pay:

• Yearly bonus

Ability to commute/relocate:

• Paltanbazar, Guwahati, Assam: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Higher Secondary(12th Pass) (Preferred)

Work Location: In person

Expected Start Date: 25/07/2025