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Operations Executive

Fresher   Kolkata   22 Aug, 2025
Job LocationKolkata
EducationNot Mentioned
SalaryNot Disclosed
IndustryFinancial Services
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

    Job SummaryWe are seeking a proactive Operations Associate to support the functioning of our operations team for daily/periodic activities.Key Responsibilities
    • Transaction Processing: Proactively process client transactions for mutual funds and other financial products.
    • Client Onboarding: Assist in the verification, and maintenance of client documentation and KYC records.
    • Back-Office Support: Maintaining and uploading data in the portal from various sources.
    • Compliance Assistance: Help ensure all operations adhere to SEBI, and internal regulatory standards.
    • Communication: Provide prompt and professional responses to client and internal queries.
    • Process Improvement: Identify and suggest improvements to streamline operational workflows.
    • Reporting: Prepare and maintain operational reports as required by the team.
    Qualifications & SkillsEducation: Any Bachelors degree.Experience: 1- 3 years of experience in operations, preferably within financial services.Skills:
    • Strong attention to detail and accuracy.
    • Good organizational and time-management skills.
    • Basic understanding of financial markets.
    • Proficiency in MS Office (Excel, Word).
    • Excellent communication and interpersonal skills.

Keyskills :
sebi regulationscommunication skillsmicrosoft wordsebi compliancefinancial markets

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