Operations Executive

Job Title: Operations Executive (Junior & Experienced)

Company: Lakahni Investment
Location: Ahmedabad, India
Employment Type: Full-Time

About Us

Lakahni Investment is a growing Wealth Management company dedicated to providing tailored financial solutions to individuals and businesses. With a strong focus on personalized client service and innovative investment strategies, we aim to help our clients achieve their financial goals and build enduring wealth.

Job Summary

Lakahni Investment is looking for a detail-oriented Operations Executive to support day-to-day operational activities. This role focuses on documentation, data handling, coordination with AMCs, and ensuring smooth back-office operations. The ideal candidate should be computer-efficient, organized, and experienced in financial services operations.

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.
• 1-2 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.

Job Type: Full-time

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

• Leave encashment
• Paid sick time
• Paid time off

Education:

• Bachelor's (Required)

License/Certification:

• Driving Licence (Preferred)

Work Location: In person