Operations Executive

Role overview

Required qualifications

• Bachelor's degree in business, finance, commerce, or operations.
• 1–2 years of operational experience; financial services, investor operations, real estate, or fintech experience is preferred.
• Working knowledge of KYC and onboarding documentation.
• Good working knowledge of Excel or Google Sheets, including formulas, lookups, and pivot tables, and CRM tools.
• Strong written and verbal communication, organization, accuracy, and deadline management.

Operations and investor lifecycle

• Execute daily operations for investor transactions, onboarding, KYC, and documentation.
• Process investments, payouts, and redemptions and prepare related reports within defined timelines.
• Maintain accurate records, follow procedures, and flag exceptions or errors.
• Collect and verify onboarding documents, update CRM records, and maintain records in line with SEBI and RERA requirements.
• Respond to routine investor questions and escalate complex issues to the manager.

Compliance, reporting, and coordination

• Check investor agreements, forms, and KYC documents for completeness and maintain documentation for audits.
• Prepare daily, weekly, and monthly MIS, trackers, and data reports and support operational dashboards.
• Support finance with reconciliations, disbursement tracking, and financial reporting inputs.
• Provide marketing and investor-relations teams with data and documentation for campaigns, communications, and events.
• Assist with dashboard testing and issue reporting; identify process gaps and suggest improvements.

Preferred experience and certification

• Startup, proptech, or fintech experience is preferred.
• Exposure to investor operations, fund operations, or back-office processing is preferred.
• NISM certification, such as Series V-A, is an added advantage.

Schedule and travel

• Working hours are 10 AM–7 PM.
• Working days are Monday–Saturday, with the first and third Saturdays working.
• Travel for work is required.

Location and work arrangement

• The role is listed in Prabhadevi, Mumbai.
• Work location is in person.

Pay

• Pay is ₹30,000–₹37,500 per month.