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Operations Associate Job

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Actively hiring
Operations Associate
Womoneysta

Start date
Starts Immediately
CTC (ANNUAL)
₹ 3,00,000 - 4,50,000 ₹ 3,00,000 - 4,50,000 /year
Experience
1 year(s)
1 year(s) experience
Apply By
3 Feb' 25
Posted 3 weeks ago
Job
96 applicants

About the job

Key responsibilities:
1. Oversee and streamline daily operations for our wealth advisory services.
2. Manage client onboarding, transaction processing, and reporting.
3. Coordinate with financial advisors and clients to ensure exceptional service.
4. Handle backend support for mutual funds, bonds, insurance, and portfolios.
5. Maintain accurate client records and ensure adherence to SEBI standards.
Earn certifications in these skills
Learn MS-Excel
Learn Business Communication
Learn Financial modeling valuation
Learn Personal Finance

Skill(s) required

Canva CRM Database Management System (DBMS) MS-Excel
Earn certifications in these skills
Learn MS-Excel
Learn Business Communication
Learn Financial modeling valuation
Learn Personal Finance

Who can apply

1. Candidates with minimum 1 years of experience.

Other requirements

1. This position is open to women candidates only

2. 1-2 years of experience in financial services operations (mutual funds preferred).

3. Proficiency in MS Excel.

4. Experience with backend transaction platforms and tools (Zoho CRM a plus).

5. Strong organizational and multitasking skills.

6. A proactive, detail-oriented approach with the ability to work independently

Prefered Certification – SEBi MF Distributor exam preferred or pursuing CFP

Salary

Annual CTC: ₹ 3,00,000 - 4,50,000 /year

Number of openings

1

About Womoneysta

Website
Financial empowerment platform for women - focussed on personal finance education, financial community and financial consultation to help more women take control of their finances.

Activity on Internshala
Hiring since January 2025
2 opportunities posted