Operation Executive

🎯 Key Responsibilities

🔹 1. Client Servicing & Support

• Handle client queries related to Mutual Funds, SIPs, Insurance, LAS, and transactions

• Ensure quick resolution of service requests (within defined TAT)

• Coordinate with clients for documentation, KYC, and updates

• Maintain a professional and empathetic communication style

🔹 2. Transaction Processing

• Execute and track:

  • SIP registrations / modifications

  • Lumpsum investments

  • Redemptions / switches

  • Insurance policy processing

• Ensure zero-error execution and compliance with cut-off timings

• Follow up with AMCs / platforms for pending transactions

• 🔹 3. Data Management & CRM

  • Update client details in CRM (Zoho Bigin or internal system)

  • Maintain accurate records of:

    • Portfolio details

    • Contact information

    • Service history

  • Generate reports for RMs and management

  • 🔹 4. RM Coordination

    • Support RMs in:

      • Client meeting preparation

      • Portfolio reports

      • Follow-ups

    • Ensure all service commitments given by RMs are executed on time

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    🔹 5. Compliance & Documentation

    • Ensure all processes follow SEBI / AMFI / IRDA guidelines

    • Maintain proper documentation for audits

    • Track pending documents and ensure closure

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    🔹 6. Client Engagement Support

    • Assist in:

      • Webinar coordination

      • Client communication campaigns

      • Event follow-ups

    • Help in delivering a premium service experience

• It is a Full Time Back Office / Data Entry job for candidates with 0 - 1 years of experience.