Operations Executive - Kharghar
Job Description:
We have an urgent opening for the position of Operations executive for a Reputed Company for the Kharghar Location
Roles and Responsibilities
- Client servicing and back-end operations support for Direct clients
- Online/offline transactions execution, tracking, and reconciliation
- Handle client queries related to transactions
- Provide transactional support to clients
- Manage other activities i.e. Daily business MIS, Excel sheet, etc.
Desired Candidate Profile
Ideal Candidate:
- Should have good knowledge of Mutual Fund Industry
- Should be well versed with MS Excel
- Good communication skill
- Candidates with BMS or Finance background will be preferred
Role: Operations Executive
Industry Type: Finance
Functional Area: Investments
Employment Type: Full Time
Role Category: Mutual Funds/Fund Management/Asset Management
Education:
UG: Any Graduate (preferred from Finance background)
PG: Any Postgraduate (preferred from Finance background)
Fresher Can also Apply for the job
If you are interested in the same profile kindly REPLY to this mail with your latest CV and the joining period at the earliest.
Regards,
DC Consultants.
Company Profile
A leading mutual fund distributor based in Navi Mumbai, this firm has over 19 years of experience in managing the financial goals of HNIs and Ultra HNIs. Recognized among the top in the region, they specialize in crafting personalized wealth strategies aligned with clients’ risk profiles and long-term goals. Their core services include mutual fund distribution, portfolio management, insurance advisory, financial and retirement planning. Backed by advanced technology and a client-friendly app, they provide seamless portfolio tracking and a modern investment experience. Their approach combines expert advisory with a commitment to transparency, growth, and financial security.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.