Operations Executive

WORK WITH INDIA’S BEST FINANCIAL ADVISORS and learn what it takes to be the best in the business MAKE A REAL DIFFERENCE in transforming people’s lives, because their financial health brings real happiness SLEEP IN PEACE EVERY NIGHT knowing you have worked productively and ethically, safeguarding your clients’ money as your own WORK FLEXIBLE HOURS and still achieve all your goals NEVER STOP LEARNING AND HAVING FUN with our regular team offsites WORK IN THE HEART OF BANGALORE and stay current with its buzz! COUNT ON 5000 CLIENTS who bless us each day and whose back we have Operations Executive Job Location - Bangalore (Hybrid) Reporting to - Senior Manager Operation Key Responsibilities - Handling customer/internal queries (transaction status, account statements etc) - Handling execution of investments and related transactions for clients - Taking ownership of customer’s issues and following problems through to resolution - Vendor management - Maintain 100% system adherence by monitoring and tracking various TAT’s and SLAs defined at each customer interaction point - Reconciling all transactions daily - MIS Management Qualifications - - Graduate/ Postgraduate in any discipline - Minimum 1-2 years of industry relevant experience Required Skills: - Excellent communication, interpersonal and listening skills - Good analytical skills - Proficient in MS Excel - Exposure to dashboard management is a plus - High attention to detail and proven ability to manage multiple, competing priorities simultaneously - Proven customer service experience - Strong entrepreneurial drive - Exhibit a deep sense of responsibility and ownership and operate independently, flexibly, and proactively - Ability to engage with people and build deep and high-quality relationships Benefits - - Growth and learning opportunities, working with the best financial advisors in the industry - Flexible work hours & Hybrid model - A culture high on ethics and people focus, with opportunities for growth and development - An opportunity to work in a high impact role - Competitive remuneration and incentive structure