Operations Executive

2 days ago


Bengaluru Karnataka, India Cleartax Full time

ID: 1568 | 1-2 yrs | Bengaluru | careers
- **About Clear**

The journey of simplicity throughout the last decade, Urged us to make things clear so that it's easier done than said.

Clear today is India's leading fintech SaaS platform, serving 3K+ enterprises, 6L+ SMEs, and 5M+ individuals, with our ITR, GST, e-Invoicing products, and more. While the journey has not been easy, it has been transforming.

Founded in 2011, the decade-long journey of ClearTax defines growth. Starting with just 3 tech products related to tax and filing, we now build mobile and web-based SaaS products for invoices, taxes, payments, and credit and augment them with strong advanced analytics and artificial intelligence.

We are also a Series C-funded startup with a strong team of 1000+ members, and as we continue to evolve into a world of new-financial solutions, we're looking for individuals with perspectives to join our team.

**Role Summary**

**Key Responsibilities**
- ** Transaction Processing**:

- Handle end-to-end processing of mutual fund transactions including purchase, redemption, switches, and systematic investment plans (SIPs).
- Ensure accurate and timely execution of all mutual fund-related activities.
- ** Reconciliation and Reporting**:

- Perform daily reconciliation of mutual fund holdings, NAVs, and transaction records with fund houses and custodians.
- Prepare and maintain detailed MIS and regulatory reports.
- ** Compliance and Documentation**:

- Ensure adherence to SEBI regulations and compliance requirements in all operational activities.
- Verify and maintain accurate client documentation as per KYC/AML norms.
- ** Stakeholder Coordination**:

- Coordinate with fund houses, RTA (Registrar & Transfer Agents), brokers, and clients for transaction and query resolution.
- Assist the sales and advisory teams in resolving operational issues.
- ** System and Process Management**:

- Operate and manage transaction systems efficiently to ensure process integrity.
- Identify areas for process improvement and contribute to enhancing operational efficiency.
- ** Audit and Risk Management**:

- Support internal and external audit processes by providing necessary documentation and operational data.
- Ensure risk controls are implemented and adhered to within the operations function.

**Qualifications and Requirements**
- ** Educational Qualifications**: Bachelor’s degree in Finance, Commerce, or a related field.
- ** Certifications**: Must have cleared:

- ** NISM-Series-X-A: Investment Adviser (Level 1)**
- ** NISM-Series-X-B: Investment Adviser (Level 2)**
- ** Technical Skills**:

- Proficiency in MS Excel and other reporting tools.
- Familiarity with mutual fund transaction platforms and software (e.g., MF Utility, NSE MFSS).
- ** Soft Skills**:

- Excellent communication and interpersonal skills.
- Strong attention to detail and analytical ability.
- Ability to multitask and work in a fast-paced environment.


  • Operations Executive

    6 months ago


    Bengaluru, Karnataka, India Citriot Full time

    Operations Executive Role and Responsibility - Communicating with executives and upper management regularly - Collaborating with executives and creating operational policies and procedures - Overlooking the daily functions of the business - Creating short and long-term operational goals - Suggesting improvements needed in different operations - Maintaining a...

  • Operation Executive

    6 months ago


    Bengaluru, Karnataka, India Cleartax Full time

    ID: 995 | 1-2 yrs | Bengaluru | careers - **About Clear** **The journey of simplicity throughout the last decade,** **Urged us to make things clear, so that it's easier done than said.** ClearTax today is India's leading fintech SaaS platform, serving 3K+ enterprises, 6L+ SMEs, and 5M+ individuals, with our ITR, GST, e-Invoicing products, and more. While...

  • Operation Executive

    4 months ago


    Bengaluru, Karnataka, India Exclusive Networks Full time

    **EXCLUSIVE NETWORKS** |** **Introduction** Exclusive Networks is a global trusted cybersecurity specialist for digital infrastructure founded in 2003, based in France (Boulogne-Billancourt), a leader in its market and having a global presence in more than 40 countries across Europe, Middle East, Africa, Asia-Pacific, and North America through more than 70...

  • Operation Executive

    1 month ago


    Bengaluru, Karnataka, India CRAZY HOLIDAYS Full time

    **Job Title**: Operation Executive **Department**: Operations **Location**: Horamavu **Job Summary**: The Operation Executive is responsible for coordinating and overseeing the planning, execution, and delivery of tour operations to ensure seamless service to clients. This role involves managing logistics, coordinating with suppliers, ensuring compliance...

  • Operations Executive

    3 months ago


    Bengaluru, Karnataka, India Infinize Card Technologies Full time

    Operation Executives play a crucial role in ensuring the smooth functioning of an organization. Here are some key responsibilities of an Operation Executive: - Develop and implement operational policies and procedures to improve efficiency and productivity. - Monitor and analyze operational processes to identify areas for improvement. - Coordinate with...

  • Operation Executive

    1 week ago


    Bengaluru, Karnataka, India Simpliaxis solution Private Limited Full time

    Job Overview: Simpliaxis is looking for an enthusiastic Operations Executive to join our dynamic team in the EdTech industry. The role demands an individual who is highly organized, detail - oriented, and capable of multitasking in a fast-paced environment. The Operations Executive will support various operational functions, streamline processes, and...

  • Operations Executive

    6 months ago


    Bengaluru, Karnataka, India RERA Consultants LLP Full time

    OPERATIONS EXECUTIVE As an Operations Executive, The Employee Is Required To Perform The Following Duties And Undertake The Following Responsibilities In A Professional Manner. 1). Manages Day To Day Work / Services Effectively and Efficiently 2). Responsible For Maintaining Work / Services In The Absence Of The Operations Manager. 3). Assisting the...

  • Executive - Operations

    6 months ago


    Bengaluru, Karnataka, India GoKhana Full time

    We’re looking for people to join the team who are as excited as we are to help build the platform that empowers the future generation of creators to be successful online. **Executive - Operations**: **Location**: BLR, HYD, NCR, Pune **Employment Type**: Permanent **Reporting To**: Area Manager - Operations **Required Experience**: 0-3 Years **About...

  • Operations Executive

    3 months ago


    Bengaluru, Karnataka, India DOQFY Full time

    Functional Area: Operations Designation: Operations Associate Job Title**:Executive - Operations** Location: Bangalore / Karnataka Experience: Fresher Compensation: As per Industry Standard (18000) **About DOQFY**: DOQFY provides legal ancillary and contract management solutions through its proprietary technology platform for businesses, professionals...

  • Operations Executive

    3 months ago


    Bengaluru, Karnataka, India Compliance Mentorz Inc Full time

    Job description Job Title: Backend Operations Executive - Night Shift Company: Compliance Mentorz Location: Remote - Work from Home **Job Type**: Full-Time (Night Shift) About Us: Compliance Mentorz is a distinguished risk and safety consulting firm, dedicated to assisting organizations in achieving and exceeding regulatory compliance standards. Our...

  • Operations Executive

    3 weeks ago


    Bengaluru, Karnataka, India DOQFY Full time

    Functional Area: Operations Designation: Operations Associate Job Title**:Executive - Operations** Location: Bangalore / Karnataka Experience: Fresher Compensation: As per Industry Standard (18000) **About DOQFY**: DOQFY provides legal ancillary and contract management solutions through its proprietary technology platform for businesses, professionals...

  • Operations Executive

    6 months ago


    Bengaluru, Karnataka, India DOQFY Full time

    Functional Area: Operations Designation: Operations Associate Job Title**:Executive - Operations** Location: Bangalore / Karnataka Experience: Fresher Compensation: As per Industry Standard (18000) **About DOQFY**: DOQFY provides legal ancillary and contract management solutions through its proprietary technology platform for businesses, professionals...

  • Operations Executive

    7 months ago


    Bengaluru, Karnataka, India Cult.Fit Full time

    As an Operations Executive, you will be responsible for overseeing the day-to-day operations of our facilities and ensuring that everything runs smoothly and efficiently. You will work closely with the management team to develop and implement strategies to improve operational processes and enhance the overall customer experience.

  • Operation Executive

    6 months ago


    Bengaluru, Karnataka, India INDIAN TRAVEL HOUSE PRIVATE LIMITED Full time

    Exciting Opportunity: Operations Executive at India's Leading Car Rental Company**Join the forefront of the automotive industry as an Operations Executive with immediate openings available!** Requirements**: - Proven operational expertise-Preference given to travel Industry - Ability to thrive in a fast-paced environment - Strong problem-solving skills -...

  • Operation Executive

    7 months ago


    Bengaluru, Karnataka, India SmartQ Bottle Lab Technologies Pvt Ltd Full time

    Are you passionate about ensuring operational efficiency and maintaining mutually beneficial relationships with clients? If your answer is a resounding yes, then we are hunting for you. As a Operations Executive at SmartQ, your primary goal will be to take responsibility for managing and optimizing the day-to-day operations to ensure efficiency, quality,...

  • Operations Executive

    6 months ago


    Bengaluru, Karnataka, India Vahan Full time

    **Key Responsibilities**: 1. Manage vendor relationships, including scheduling and conducting review calls with vendor SPOCs. 2. Coordinate ground operations effectively, ensuring smooth execution of tasks. 3. Perform data entry and processing tasks with precision and accuracy. 4. Generate basic reports as required, utilizing Microsoft Excel and other...

  • Operations Executive

    6 months ago


    Bengaluru, Karnataka, India TradeJINI Financial Services Pvt. Ltd. Full time

    **Overview**: **Responsibilities**: - Execute daily operational tasks efficiently, including trade processing, reconciliation, and settlement procedures. - Monitor and maintain accuracy of client accounts, ensuring compliance with regulatory requirements. - Collaborate with internal teams to streamline operational workflows and implement process...

  • Operations Executive

    2 weeks ago


    Bengaluru, Karnataka, India Enroll N Pro Full time

    The Operations Executive is responsible for overseeing daily operations, ensuring efficient processes, and supporting cross-functional teams to meet organizational goals. This role focuses on optimizing resources, improving workflows, and maintaining smooth operational functioning. Key Responsibilities: Process Management: Ensure efficient day-to-day...

  • Operations Executive

    6 months ago


    Bengaluru, Karnataka, India HITESH TOURS & TRAVELS Full time

    operation executive for Corporate car rental company. taking bookings/ alloting cabs / to work in shifts Pay: From ₹15,000.00 per month **Experience**: - Operations: 1 year (preferred) - total work: 1 year (preferred) Work Location: In person

  • Operations Executive

    6 months ago


    Bengaluru, Karnataka, India QWY Technologies Pvt. Ltd. Full time

    **Job description** **Key Roles and Responsibility** 1. Ensure the riders availability is planned for the next day 2. Ensure that riders arrive at reporting location on time 3. Ensure alternate arrangements are made if an assigned rider does not report in the reporting location 4. Monitor the end to end delivery process - From the time the customer...