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.
Positive 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