Operations Executive (Financial Industry)

Key Responsibilities:

• Client Acquisition & Onboarding: Support identifying, acquiring, and onboarding new clients through outreach, digital marketing, and referrals. Ensure smooth handover from sales to client servicing.
• Financial Database Management: Help create, update, and maintain accurate client financial records. Coordinate data collection, ensure compliance, and assist directors with database structuring.
• Compliance & Regulatory Support: Assist in maintaining up-to-date documentation for audits and ensure adherence to regulatory standards.
• Operational Support: Execute daily operational tasks, follow up on pending items, coordinate with CRM for client updates, and handle scheduling and documentation.
• Reporting & Process Improvement: Assist in preparing management reports, suggest workflow improvements, and actively contribute to team discussions on operations.

Qualifications:

• Education: Bachelor’s in Business Administration, Finance, or related field.
• Experience: Fresh graduates or candidates with up to 1 year of experience are welcome.
• Skills: Strong organization and attention to detail, proficiency in MS Office, ability to multitask in a fast-paced setting, and basic knowledge of financial services (preferred).

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹50,000.00 per month

Experience:

• Finance operations: 1 year (Required)

Work Location: In person