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