Operations Executive

19 hours ago

Gurgaon, Haryana, India Alpha Capital Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Job Title: Operations Executive Investment Support Location: Gurugram, Sector 49,Sohna Road Experience: 1-2 years preferred

Operations team plays a crucial role in making sure every clients investment journey is smooth, accurate, and timely.

What Youll Be Doing: As an Operations Executive, you will work behind the scenes to support Relationship Managers and ensure all client investment-related tasks are handled efficiently. Your role includes:

  • Handling all account opening formalities, KYC checks, and documentation for client investments.
  • Coordinating with clients to collect documents, resolve queries, and follow up on pending requirements.
  • Executing mutual fund, SIP, insurance, and other investment transactions as per client instructions.
  • Working on MIS reports, Google Sheets, and other internal trackers to ensure timely updates and transparency.
  • Liaising with AMCs, platform partners, and internal teams for seamless operations.
  • Ensuring clients receive timely updates on their investments and maintaining a high standard of service.

What Were Looking For:

  • A graduate (any stream) with good communication skills and fluency in English
  • Comfortable with MS Office, Google Sheets, Emails, and Online Tools (like Zoom/Google Meet)
  • A basic understanding of mutual funds or the financial services industry is a bonus, but not mandatory
  • Prior experience in a similar role is preferred
  • Someone who is detail-oriented, organized, and enjoys backend support roles

Why Join Us? Youll be part of a growing wealth management team where your work directly contributes to client satisfaction. You'll gain hands-on experience in investment operations and back-end processes while working in a collaborative and professional environment.

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