Operations Executive

About Us:

Join a growing wealth management team where operational excellence drives client satisfaction. Our Operations team ensures every clients investment journey is seamless, accurate, and efficient. If you are passionate about backend investment operations and delivering top-notch client service, we invite you to be a part of our success story.

Role Overview:

As an Operations Executive, you will be the backbone of the client onboarding and investment transaction process. You will work closely with Relationship Managers to deliver a world-class client experience, handling everything from account creation to investment execution with precision and professionalism.

Key Responsibilities:

Account Opening & KYC:

• Manage end-to-end account opening for mutual funds and other investments.
• Perform KYC documentation checks, verifications, and compliance adherence.
• Coordinate with clients for collection of required documents and resolve discrepancies.

Investment Operations:

• Execute client instructions for mutual fund purchases, SIP registrations, insurance policies, and other transactions.
• Ensure timely processing and accurate reporting of all investment activities.

Client Coordination:

• Act as a key liaison between clients, AMCs, platform partners, and internal teams.
• Provide proactive updates to clients regarding their account status, transactions, and investment portfolios.

Data Management:

• Maintain and update MIS reports, trackers, and Google Sheets to ensure operational transparency and timely reporting.
• Ensure all activities are compliant with internal policies and regulatory requirements.

What Were Looking For:

• Graduate (any stream) with excellent communication skills in English.
• Hands-on experience in investment operations, especially in account openings (Demat, Mutual Funds), KYC processing, and client servicing.
• Strong understanding of mutual funds, SIPs and investment platforms.
• Proficient with MS Office, Google Sheets, Email communications, and online meeting tools (Zoom, Google Meet).
• Highly detail-oriented, organized, and committed to service excellence.
• Ability to work collaboratively in a fast-paced environment while maintaining high accuracy and confidentiality standards.

Why Join Us?

• Be part of a dynamic and growing wealth management firm where your expertise will be valued.
• Opportunity to work alongside seasoned professionals and expand your domain knowledge.
• A collaborative work culture that focuses on learning, excellence, and professional growth.
• Your contributions will have a direct impact on client satisfaction and organizational success.
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If you have the passion for investment operations, enjoy working behind the scenes to deliver a flawless client experience, and have a strong eye for detail, we would love to hear from you!