Operations Executive

Lakhani Investments

0 - 2 years

1 - 3 Lacs

ahmedabad

Posted:14 hours ago| Platform:

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Skills Required

back office operations microsoft office suite documentation and reporting insurance operations sop development investment operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Operations Executive (Junior & Experienced)

Company:

Job Summary

Operations Executive

Key Responsibilities

Manage
end-to-end operations
related to AMCs and investment products.
Handle client documentation, transaction processing, and follow-ups.
Coordinate with AMCs and RTAs for operational queries and resolution.
Ensure accuracy, compliance, and timely completion of operational tasks.
Prepare and maintain MIS and operational reports using MS Excel.
Maintain organized records and support audits or internal reviews as required.
Support internal teams with timely and efficient operational execution.

Qualifications & Skills

Graduate in any discipline.
0-2 years of relevant
experience in operations
, preferably in
AMC / Mutual Fund / financial services
Strong computer proficiency with
MS Office
(especially Excel and Word).
Good handwriting
for manual documentation and record-keeping.
High level of accuracy, ownership, and adherence to processes.

Preferred Candidate Traits

Strong sense of ownership and accountability.
Ability to work independently with minimal supervision.
Detail-oriented with a compliance-focused mindset.
Effective coordination and follow-up skills.
Calm and professional approach when handling operational issues.

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