Operations Executive

2 weeks ago

Vashi Navi Mumbai Maharashtra, India V-Financial Services Full time ₹ 10,000 - ₹ 30,00,000 per year

Job Title: Operations Executive – Financial Services

Location: Navi Mumbai

Experience: 1–2 Years (Wealth Management / Investment Operations)

Qualification: Graduate / Post Graduate in Finance, Commerce, or related field

About the Role:

We are seeking a proactive and detail-oriented Operations Executive to join our dynamic team at V-Financial Services, a leading wealth management and financial planning firm. The ideal candidate will bring hands-on experience in mutual fund operations, client onboarding, transaction execution, renewal tracking, and MIS reporting, with strong communication and multitasking abilities.

Key Responsibilities:

1. Client Onboarding & Documentation:

  • Handle end-to-end client onboarding, KYC verification, FATCA, and registration on BSE Star/MF Utility platforms.
  • Ensure compliance with regulatory and internal policy requirements.

2. Transaction Execution:

  • Process investments, redemptions, switches, and SIP/SWP/STP transactions on BSE Star MF / MF Utility portals.
  • Coordinate with RMs and Financial Planners for timely and accurate transaction execution.

3. Client Servicing & Renewal Management:

  • Track and follow up on renewals, SIP expiries, insurance renewals, and portfolio updates.
  • Resolve client queries promptly with a service-first approach.
  • Maintain a high standard of client experience and confidentiality.

4. MIS, Reporting & Data Management:

  • Prepare and maintain daily, weekly, and monthly MIS reports on transactions, renewals, and client service TATs.
  • Generate and review investment reports for accuracy before client delivery.

5. Operational Efficiency & Coordination:

  • Liaise with fund houses, registrar & transfer agents, and internal departments for issue resolution.
  • Identify process improvement opportunities and contribute to automation and workflow efficiency.

Key Skills & Competencies:

  • Hands-on experience with BSE Star MF and MF Utility platforms (mandatory).
  • Knowledge of mutual funds, PMS, insurance, and fixed-income products.
  • Strong understanding of end-to-end operational flow in Wealth Management / Investment Brokerage setup.
  • Excellent command over English communication – written and verbal.
  • High attention to detail, accuracy, and data integrity.
  • Proactive, disciplined, and service-oriented mindset.
  • Strong working knowledge of MS Excel / Google Sheets / CRM tools.

Preferred Background:

  • Prior experience with a Wealth Management firm, Investment Advisor, or Financial Distributor.
  • Exposure to handling HNI client operations preferred.

What We Offer:

  • Opportunity to work with an all-female-led and professionally driven financial planning firm.
  • A collaborative and growth-oriented work environment.
  • Structured learning exposure to end-to-end financial operations and client service excellence.

Job Type: Full-time

Pay: ₹10, ₹25,000.00 per month

Benefits:

  • Cell phone reimbursement

Work Location: In person

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