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Operations Executive

Fresher   Ludhiana, Punjab   29 Aug, 2025
PA Wealth Pvt Ltd
Job LocationLudhiana, Punjab
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    As an Operations Executive, you will play a crucial role in overseeing and managing day-to-day operational activities related to investment transactions. Your responsibilities will include managing the back-office activities of the Mutual Fund Distributor, handling documents for various investment products such as mutual funds, and other financial products. Additionally, you will be responsible for creating profiles of investors, punching timely online transactions, and ensuring accurate data management for portfolios along with daily database maintenance.To excel in this role, you should be quick in learning new systems and possess a basic understanding of financial investments. The ideal candidate should have at least 2 years of experience in operations and a total of 2 years of work experience. The job type is full-time and permanent, with benefits including cell phone reimbursement, paid sick time, and a quarterly bonus.The work schedule for this position is a day shift with a fixed schedule. The work location will be in person, requiring your physical presence to effectively carry out the responsibilities associated with this role.,

Keyskills :
OperationsData managementFinancial investments

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