Operations Executive

3 weeks ago


Goregaon, India Compass Finserve Full time

Roles and Responsibilities

Job description:

  • Client registration and account opening with various mutual fund platforms like BSE STARMF.
  • Verifying KYC and a/c opening documents.
  • Reconcile data and ensure the software is updated.
  • Maintaining and improving existing processes.
  • Client interaction - resolving queries and issues, attending to client requests.
  • Transactions- Online/offline execution of financial transactions of clients.

Desired Candidate Profile

Education and Skills:

  • The candidate should be a graduate from any stream.
  • Experience of 0-2 yrs. from Mutual fund or Wealth Management industry is preferred.
  • Fluency in spoken English and Hindi
  • Basic use of MS Excel, Word and Powerpoint is a must

Perks and Benefits

Yearly Performance bonus & increments



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