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