Company Description Pagdiwala Investments is a growing investment firm focused on providing reliable, client-centered financial services. Based in Mumbai, the company aims to support individuals and businesses in managing and growing their investments with transparency and care. Team members collaborate closely to streamline operations and enhance service delivery. The organization values integrity, efficiency, and explicit communication in all internal and client-facing processes.
Role Description This is a full-time, on-site Operations Assistant role based in Mumbai.
The Operations
Assistant will support day-to-day operational activities, including maintaining records, preparing reports, and helping onboard new clients.
Responsibilities include handling customer inquiries, assisting with documentation, monitoring operational processes, and escalating issues when needed. The role also involves updating databases, tracking ongoing tasks,
and supporting operations management in implementing process improvements.
The Operations
Assistant will work closely with the Founder to ensure service standards are met and operational timelines are maintained.
Ideal
Candidatedeal candidate • is comfortable with written and spoken English • has basic knowledge of investment products like mutual funds, insurance • has 2-3 years of experience in an operations or customer support role for a wealth management practice (preferable but not necessary) • comfortable with use of digital (training will be provided) • is proficient with use of MS excel (necessary) • is keen to learn and grow in the Wealth Management business and build a career in it Location: Mumbai, Dadar East area Salary: Rs 15,000 to Rs 25,000 depending on the candiate If interested, please reply here or whtsapp your CV to (phone hidden)