Financial Operations Analyst

1 day ago

Mumbai, Maharashtra, India Winvesta Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Financial Operattions Analyst Location: Mahalakshmi, Mumbai About Winvesta
Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and investing hassle-free and affordable for customers across India and the world. With its flagship product, the Global -Currency Account, Winvesta empowers individuals and businesses to conduct transactions on an international scale effortlessly.
Winvesta was founded by Swastik Nigam, an IIM-A graduate and former Director at Deutsche Bank, London. He has 15 years of financial services experience in equities, ETFs, fixed income, currencies, and complex regulatory banking issues.
Winvesta has earned numerous accreditations in its young tenure, including:
  • Best Payment Solution 2023: BW Fintech Awards
  • Best Emerging Fintech 2023: Bharat Fintech Summit
  • FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur.
  • It is also a part of the prestigious London Mayor's International Business Program.
  • The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells.

The Role
We are looking for a dynamic and enthusiastic individual to join our team
Job Title: Financial Operations Analyst Location: Mahalakshmi, Mumbai Experience: 0-2 years
Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and banking hassle-free and affordable for Indians. We're looking for candidates who are looking to jumpstart the career in client services and transaction management.
In this role, you will be responsible for managing client transactions, fund flow, conducting basic KYC on clients, creating statements, and ensuring smooth communication between internal teams and clients.
The ideal candidate should be a good communicator, possess excellent communication skills, can multitask well, and be keen to learn and grow in a fast-paced and challenging environment..
You must demonstrate a constant curiosity and proactiveness to push your boundaries.
Responsibilities:
  • Handle client transactions and fund flow efficiently and accurately
  • Conduct basic Know Your Customer (KYC) and Know Your Business (KYB) procedures on clients to ensure compliance.
  • Process payments and ensure timely and accurate execution.
  • Generate and maintain client statements to provide timely updates on investments
  • Coordinate with internal teams to facilitate seamless transactions and resolve client inquiries
  • Assist in maintaining accurate records and documentation of client interactions.
  • Ensure smooth communication between internal teams and clients.
Requirements
  • Bachelor's degree in any field
  • Excellent communication skills, especially in English, both verbal and written
  • Strong attention to detail and organizational skills
  • Interest in speaking with customers and empathy to help resolve their issues
  • Ability to handle objections and escalations
  • Ability to work collaboratively in a team-oriented environment
  • Basic knowledge of financial transactions, client services, and payment processing preferred
  • Ability to multitask and prioritize tasks effectively.
  • Self-motivated with a strong drive
  • Ability to adapt to a fast-paced environment.
  • Professional and friendly demeanor.

These requirements are mere indications. If you are a proactive and detail-oriented individual looking to gain hands-on experience in client services and transaction management, we'd love to talk
At Winvesta, you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services.
If you are a driven and customer-focused professional looking to join a high-growth cross border firm, we would love to hear from you. Join us in delivering exceptional service to our clients and shaping the future of financial services.
Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.

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