■ KEY RESPONSIBILITIES

● KYC & Compliance — Process and verify client KYC, CKYC and Re-KYC documentation as per regulatory norms.

● Account Setup — Create and manage client accounts and folios across relevant transaction platforms.

● Transaction Processing — Execute purchases, SIPs, redemptions and switches accurately, and reconcile them daily.

● Client Onboarding — Guide recent clients through documentation, account opening and their first investment.

● Client Servicing — Address client queries, generate reports and statements, and ensure timely resolution.

● Record Keeping — Maintain accurate, up-to-date client records and operational documentation.

■ QUALIFICATIONS & SKILLS

● Education — Graduate in any stream.

● Experience — 0–3 years in financial-services operations (preferred); freshers may apply.

● Learning Agility — Willingness to learn AMFI/SEBI regulatory compliance.

● Technical — Working knowledge of MS Excel and operational platforms.

● Communication — Fluent in English, Hindi and Marathi.

● Attributes — Organised, reliable, accurate and client-focused.

📌 Operations Executive (Nashik)
🏢 Smart Capital
📍 Nashik