Business Operations Executive

Location: Mumbai
Experience: 1–3 Years
Salary: Upto ₹3.0 LPA + Performance Incentives
Vacancy: 1

Job Summary

We are looking for a detail-oriented Business Operations Executive to manage back-office operations, transaction processing, documentation, client coordination and MIS reporting.

Key Responsibilities
Manage end-to-end operational activities for transactions.
Handle client onboarding, KYC and documentation.
Coordinate with sales, finance, compliance and clients.
Track transactions, settlements, payments and reconciliations.
Prepare and maintain MIS reports and transaction records.
Update CRM and internal systems and follow up on pending activities.
Identify process gaps and support process improvements.

Requirements
1–3 years of experience in operations, back-office or trade support.




Experience in fintech, stock broking, wealth management, NBFC or financial services preferred.
Positive knowledge of MS Excel, data management and basic formulas.
Robust attention to detail and documentation skills.
Valuable written and verbal communication.
Ability to manage multiple tasks and meet deadlines.
CRM knowledge and understanding of financial transactions will be an advantage.

Compensation
Fixed CTC: Upto ₹3.0 LPA
Performance Incentives: Up to 1–3 months of monthly salary
Performance Review: After 6 months with potential salary revision

Pay: ₹200,000.00 - ₹300,000.00 per year

Work Location: In person

📌 Business Operations Executive Mumbai
🏢 CD INFOTECH PVT.LTD
📍 Mumbai