Kabra Investments is a wealth management and mutual fund advisory firm helping individuals and families build wealth with clarity and discipline.
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Role Overview
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We are looking for a detail-oriented and computer-savvy Back-Office Operations Executive to support client onboarding, documentation, data management and day-to-day office operations.
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Key Responsibilities
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- Handle client onboarding, account opening, KYC and related documentation accurately
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- Update client and transaction data in internal software and systems
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- Prepare Excel sheets, reports, presentations and documents as instructed
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- Collect relevant information from the internet and present it in a clear, structured format
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- Maintain accurate records and ensure timely completion of operational tasks
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- Coordinate with clients, AMCs, platforms and internal team members when required
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- Use basic AI tools such as ChatGPT for research, documentation and improving work efficiency
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- Take ownership of assigned tasks and follow up until completion
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Skills & Qualifications
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- Graduate in any discipline; freshers or candidates with 1–2 years of experience can apply
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- Good working knowledge of MS Excel and Word
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- Comfortable using computers, internet and online platforms
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- Good command of spoken English and Hindi
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- Good common sense, attention to detail and presence of mind
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- Should be organized, responsible and willing to learn
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