Operations Executive

As a Back-Office Operations Executive, your primary responsibility will be to manage the day-to-day operations for Motilal Oswal trading accounts. This includes executing and monitoring mutual fund transactions, redemptions, and SIPs. You will also be required to liaise with AMC's and Motilal's support team to ensure smooth operational tasks are carried out efficiently. Additionally, you will be responsible for maintaining insurance policy data, tracking renewals, and effectively communicating with clients regarding these matters. It will be essential for you to ensure accurate and up-to-date client KYC and onboarding documentation is properly managed. About the Company: We are a comprehensive financial services provider, offering solutions for insurance, mutual funds, equities, and tax planning. Our focus is on providing investor-friendly advice to help clients achieve their financial goals and offering tailored financial planning tools to meet their needs. We aim to deliver personalized solutions for all financial inquiries related to investments, savings, tax planning, insurance, and more. We have partnered with MOTILAL OSWAL GROUP, leveraging their over 30 years of experience and research expertise in equities and other financial services. Additionally, we collaborate with various Asset Management Companies (AMCs) to offer a diverse range of mutual fund schemes to cater to the diverse needs of our clients. Our platform serves as a one-stop solution for all financial concerns, providing comprehensive financial services and tailored solutions.,