Operational Executive

**Description**:
**Job Overview**: The Operational Executive will work across various functions to support the daily operations of the firm. From client acquisition to ensuring compliance, this role is ideal for someone who is proactive, detail-oriented, and ready to contribute their energy and creativity to improving our operational processes. You will also play a key role in executing client communication tasks and reporting on progress to management.

**Key Responsibilities**:

- **Client Acquisition & Onboarding**: ○ Assist in identifying and acquiring potential clients through various channels, including digital marketing, referrals, and outreach programs.

○ Support the onboarding process for new clients, ensuring all necessary documents and information are collected in a timely manner.

○ Maintain a smooth transition from the sales process to client servicing, providing any support needed during the early stages of the relationship.
- **Creation & Maintenance of Financial Database**: ○ Help create and maintain an accurate and up-to-date financial database for clients, ensuring all records are complete and properly organized.

Support the tracking and updating of financial information for each client, ensuring compliance with firm policies and industry regulations.

○ Coordinate with relevant teams to gather necessary financial data, ensuring all information is accurate and timely.

○ Work closely with directors to structure the financial database for further upstream use cases.
- **Compliance & Regulatory Support**: ○ Assist in maintaining compliance with regulatory requirements, ensuring all necessary documentation is in place for both internal and external audits.

○ Ensure that all client files and financial records comply with the latest industry standards and legal regulations.
- **Execution of Operational Tasks**: ○ Support the operational team by executing various tasks that contribute to the firm’s day-to-day functions.

○ Ensure smooth execution of processes, following up on outstanding tasks and ensuring they are completed in a timely manner.

○ Work with management to identify bottlenecks and areas where processes can be improved.

○ Coordinate with the CRM team to ensure clients receive timely and relevant information on their financial status.

○ Handle day-to-day administrative tasks related to client servicing, including scheduling meetings and preparing documentation.
- **Regular Reporting & Process Refinement**: ○ Assist in creating reports for the management team, summarizing key business operations, progress on tasks, and client-related activities.

○ Provide feedback and insights to help refine workflows and improve efficiency across operations.

○ Participate in team meetings to discuss operational challenges, suggest improvements, and contribute to the continuous development of the firm’s operations

**Qualifications**:

- **Education**: ○ A Bachelor’s degree in Business Administration, Finance, or a related field.
- **Skills**: ○ Strong organizational skills and attention to detail.

○ Proficiency in MS Office (Excel, Word, PowerPoint), familiarity with CRM or financial software is a plus.

○ Capable of handling multiple tasks and prioritizing effectively in a fast-paced environment.

○ A basic understanding of financial services and regulations is advantageous but not essential.

**What We Offer**: -A welcoming and supportive work environment where your contributions are valued.
- Opportunities for career development and personal growth within a fast-growing firm.
- A competitive salary.
- Regular team-building activities and opportunities to socialize with colleagues.
- Mentorship and training programs to support your career growth in the wealth management industry.

Pay: Up to ₹240,000.00 per year

**Benefits**:

- Flexible schedule

Schedule:

- Day shift

Application Question(s):

- Are you currently residing in Kolkata?
- Are you comfortable with CTC upto 2.4 LPA?
- Are you comfortable with Adjacent to Visva Bharati,Kolkata?

**Education**:

- Bachelor's (required)

Work Location: In person