Job description (Operations)

Brief Roles & Responsibilities but not limited to:

Operations:

Management of daily Operations related to business with respect to clients

Fill forms for purchases or redemptions as needed

Co-ordinate with client/s to reply to the queries that are being raised in previous days to resolve it or to update that it is being resolved.

To note any operational queries that are being posted by any of the clients and discuss it with superior for its resolution

To cross verify that all transactions are being reflected successfully in our software. If found any discrepancy, co-ordinate with the software team and resolve it at the earliest

As per the need, to raise transactions on BSE platform

Analysing the client portfolios on assigned parameters like return on investment, fund, etc. Finding out good articles, data, lines, news and communication

Administration & Accounting:

Duties such as maintaining records, generating invoices, updating income and expenses.

Filling paper records and maintaining electronic records of all types of financial transactions.

Assist in compiling necessary documents for annual audit to submit to our company accountant & CA.

Back Office:

Sales support when needed.

Social media management

Desired Skills & Experience:

Minimum 2 - 5 year experience in Accounts/Finance. Experience of Operations in investments/mutual funds will have an edge.

Thorough knowledge of Excel is a must.

Good knowledge of social media and management will be an added advantage.

Good Communication and management skills with adaptability towards organisation goals and can communicate with clients