Operations Executive

4 days ago


Pal Gam Surat Gujarat, India AUM ISPL Full time

**Summary**

**Key Responsibilities**

**A. Mutual Fund Operations (Core Function)**
- Process and verify all mutual fund transactions (e.g., subscriptions, redemptions, switches, SIP/STP/SWP registration).
- Ensure accurate and timely settlement of trades and reconcile client holdings.
- Maintain and update client records, ensuring KYC compliance and data integrity.
- Handle operational queries from clients, distributors, and internal teams, providing timely resolutions.
- Generate operational reports and assist in internal audits as required.
- Stay updated with all regulatory changes and internal policies affecting mutual fund operations.

**B. Semi-Sales & Client Support**
- Act as a secondary point of contact for clients, addressing product-related inquiries and basic investment needs.
- Assist the sales team by performing follow-up calls to prospective or existing clients regarding documentation and pending investments.
- Identify opportunities for cross-selling or upselling suitable mutual fund products based on client profiles and operational interactions.
- Facilitate the smooth onboarding of new clients and collection of necessary sales documentation.
- Build and maintain strong, trust-based relationships with clients to enhance retention.

**Qualifications and Skills**
- Education: Bachelor’s degree in Finance, Commerce, Business Administration, or a related field.
- Experience: 1-3 years of experience in mutual fund operations, financial services, or back-office roles is preferred. Fresh graduates with a strong academic background may be considered.
- Knowledge**:Solid understanding of mutual fund products, regulatory framework (SEBI), and operational procedures. NISM certification (e.g., NISM-Series-V-A: Mutual Fund Distributors) is a plus.**

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

**Benefits**:

- Health insurance
- Leave encashment
- Paid time off

Work Location: In person


  • Sales Executive

    4 days ago


    Pal Gam, Surat, Gujarat, India Suryan Organic Pvt Ltd Full time

    Position: Store Sale Executive Education: Bachelor, Master's in Marketing & sales Experience: Minimum 2 Year In FMCG Line Knowledge : Computer Operating, Advance Excel, Good Customer Communication, Banking & Inventory Management. Skill: Excellency in Sales & Marketing **Salary**: 15k to 20k CTC Age: up to 35 Store Location : Thaltej or bopal Work :...


  • Pal Gam, Surat, Gujarat, India WHEELS AND WINGS GLOBAL SERVICES PVT LTD. Full time

    We are looking for a reliable and detail-oriented Back Office Executive to join our team. You will be responsible for supporting the day-to-day operations of our cab company, ensuring smooth coordination between drivers, customers, and management. Key Responsibilities: Manage driver records, documentation, and compliance updates Maintain ride logs, trip...


  • Pal Gam, Surat, Gujarat, India AVR Decor Full time

    About Us: AVR Decor is a leading home decor store offering a wide range of stylish and premium quality decor items to transform homes into beautiful living spaces. We are looking to expand our team with a Sales Executive who will drive sales and build lasting relationships with our customers. **Job Description**: As a Sales Executive at AVR Decord, your...


  • Surat, Gujarat, India Field Operations Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    **Location: Surat, Gujarat, IndiaJob ID:82680**We Elevate... Quality of urban lifeOur elevators, escalators, and moving walks safely transport more than two billion of us up and down buildings and across transportation hubs every day.As part of the Schindler team, you'll discover meaningful work that enhances quality of life for communities, and contribute...


  • Pal, India Instant Brands Full time

    Why join us? At Instant Brands we are passionate about products that bring joy and ease to our customers in cooking and sharing food with family and friends. Instant Brands is home to category-leading brands, including Instant Pot, Corelle, Pyrex, Corningware, Snapware and Chicago Cutlery. Our continuous focus on growth and innovation means you will become...


  • Surat, Gujarat, India RSM Astute Consultech Pvt. Ltd. Full time

    **Job Title: Bank Operations Executive** **Location**:Surat **Experience**:1 year **Salary**:14K to 20K **Job Type**:Full-Time **Job Timing**:8:30AM to 7:00PM **Responsibilities**: - Deposit and withdraw money from the company’s bank accounts as per operational requirements. - Perform day-to-day banking operations with efficiency and attention to...


  • Surat, Gujarat, India ALTRET INDUSTRIES PVT. LTD. Full time

    Working as a supportive function to Sales, Marketing, Finance. Self-managing workflow/cases assigned. Various department of company. Self-driven individual who wants to learn on the job and grow in the role. Aggressive and goal oriented and willing to explore new tasks and responsibilities. **Operational Executive Requirements**: - Bachelor's degree in...


  • Surat, Gujarat, India Weekday Full time

    **This role is for one of our clients** Industry: Human Resources Seniority level: Associate level Min Experience: 2 years Location: Surat JobType: full-time We are looking for a detail-driven **Banking Operations Executive** to manage the day-to-day banking and treasury activities for a dynamic, fast-scaling luxury retail organization. The role...

  • Operation Executive

    7 days ago


    Sagrampur, Surat, Gujarat, India Surmount Consultancy Services Full time

    **Responsibilities** - Preparation and oversight of the operational budget. - Development of strategies and procedures that increase efficiency and maximize profits. - Oversight of day-to-day operations. - Creation of sales or production goals, often in cooperation with other executives and the chief executive officer. - Identification of issues that may...

  • Operation Executive

    1 week ago


    Surat, Gujarat, India Gerresheimer Full time

    **Company Description** **Job Description** JOB SUMMARY**: **ESSENTIAL FUNCTIONS**: **Operations Excellence & CIP**: - Responsible to conceptualize and manage various cross-functional business initiatives in project mode with the use of analytical techniques. - An expert in the use of GMS system and Continuous Improvement Projects to ensure that the tools...