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Operations Associate

2 weeks ago

Thane, India CashRich Full time

CashRich is a venture-funded wealth-tech startup with 300,000+ users. The company was selected by the Government of Maharashtra, India as one of the top innovative fintech startups and awarded a financial grant.

CashRich was started with a vision to provide high-quality wealth management services using a convenient mobile app. The CashRich app provides a simple and intuitive user interface but has powerful algorithms running in the background. CashRich app provides investment options based on the user's profile and financial goals.

Operations Associate (Mutual Funds):
We are looking for a competitive and trustworthy Operations Associate (Mutual Funds) to help us in mutual funds operations. Your role would be to oversee the mutual fund operations and coordinate with the internal team and clients.

**Key Responsibilities**:

- Maintain accurate and up-to-date records of mutual fund transactions
- Assist with the processing of client investment requests, including purchases, redemptions, and transfers
- Utilize Microsoft Excel to assist with data analysis and reporting tasks (knowledge of Excel is a plus but not mandatory)

**Requirements**:

- Exceptional written and verbal communication skills
- Strong organizational and time-management abilities
- Proficiency in Microsoft Excel (preferred but not mandatory)

**Additional Information**:
This position offers a competitive salary, a comprehensive benefits package, and opportunities for career advancement within the company. Freshers are welcome to apply.

**Salary**: ₹25,000.00 - ₹34,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 1 year (required)

Ability to Commute:

- Thane, Maharashtra (required)