Operations Executive - Investment Operations
Company: Shilpa Bagdi Investments & Insurance-SBII (Represented by The Impact Engine)
Location: Shivajinagar, Pune

Job Type: Full-time
Experience:1+ year in Financial Services _(Freshers with a finance background are also encouraged to apply.)_

Key Responsibilities
- Manage day-to-day investment operations by following defined systems and standard operating procedures.
- Handle client documentation, KYC, and regulatory compliance across investment products.
- Execute mutual fund transactions through platforms such as NJ, NSE MF, BSE Star MF, MFU, and similar platforms.
- Manage back-office operations for investment and insurance services, including maintaining CRM records.
- Coordinate with AMCs, PMS providers, insurance companies, and transaction platforms for smooth operational execution.
- Reconcile investor transactions and prepare MIS reports, capital gain statements, and holding reports.
- Process non-financial service requests, including nominee updates, bank account changes, and address modifications.




- Collaborate with Relationship Managers and internal teams to ensure timely service delivery and operational excellence.

Requirements:
- 1+ year of experience in financial services, investment operations, wealth management, mutual funds, insurance, or a similar domain.
- Basic understanding of financial products and investment operations.
- Good working knowledge of Microsoft Excel and basic data handling.
- Solid attention to detail and documentation skills.
- Excellent communication and client servicing abilities.
- Proactive attitude with strong ownership and problem-solving skills.
- Proficiency in English, Hindi, and Marathi is preferred.

Additional Details
- Salary: ₹20,000 per month (based on interview performance)
- Working Hours: 9:30 AM - 6:30 PM
- Working Days: Monday to Saturday (2nd & 4th Saturday off)
- Work Mode: In-office
- Job Location: Shivajinagar, Pune

Pay: ₹20,000.00 - ₹21,000.00 per month

📌 Operations Executive (Shivajinagar)
🏢 Shilpa Bagdi Investments & Insurance - SBII
📍 Shivajinagar