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We are seeking a highly skilled and detail-oriented Sr. Associate – Operations to join our team at Bharat Business Innovations Pvt Ltd. As a key member of our operations team, you will be responsible for managing investor disbursements and payouts, ensuring smooth transaction settlements, and maintaining accurate records.
Key Responsibilities:
- Transaction Settlements: Manage investor disbursements and payouts while ensuring smooth transaction settlements.
- Documentation: Handle pre- and post-investment documentation, including KYC checks and compliance.
- Reconciliation & MIS Reporting: Work closely with finance teams to reconcile bank accounts and prepare reports & generate regular operational reports and MIS for leadership review.
- Investor Dashboard Management: Oversee the management of the investor dashboard, ensuring it is updated with accurate data and provides a seamless user experience for investors.
- Customer Support: Assist with investor queries, ensuring timely and accurate support.
- Process Optimization: Identify areas for process improvements in investor management and operational workflows to enhance efficiency.
To be successful in this role, you will need:
- Bachelors with specialization in Finance: A degree in finance from a reputable college/university.
- Minimum of 2 years of experience: A minimum of 2 years of experience in finance/fintech operations, with exposure to investor management and KYC compliance.
- Strong analytical and problem-solving skills: Strong analytical and problem-solving skills, with a focus on attention to detail.
- Excellent communication and interpersonal skills: Excellent communication and interpersonal skills to handle investor relations effectively.
- Proficiency in MS Office: Proficiency in MS Office, especially MS Excel.
- Ability to work independently: Ability to work independently in a fast-paced environment and manage multiple priorities.