Operations Associate

23 hours ago

Ballygunge Kolkata West Bengal, India Apna HR Full time

We are seeking a proactive Operations Associate to support the functioning of our operations team for daily/periodic activities.

**Key Responsibilities**

**Transaction Processing**: Proactively process client transactions for mutual funds and other financial products.

**Client Onboarding**: Assist in the verification, and maintenance of client documentation and KYC records.

**Back-Office Support**:Maintaining and uploading data in the portal from various sources.

**Compliance Assistance**: Help ensure all operations adhere to SEBI, and internal regulatory standards.

**Communication**:Provide prompt and professional responses to client and internal queries.

**Process Improvement**: Identify and suggest improvements to streamline operational workflows.

**Reporting**:Prepare and maintain operational reports as required by the team.

Qualifications & Skills

**Education**:Any Bachelor’s degree.

**Experience**:1-3 years of experience in operations, preferably within financial services.

**Skills**:

- Strong attention to detail and accuracy.
- Good organizational and time-management skills.
- Basic understanding of financial markets.
- Proficiency in MS Office (Excel, Word).
- Excellent communication and interpersonal skills.

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

**Speak with the employer**
+91 6292320953

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