1. Investor & Client Management

- Handle and resolve day-to-day investor/client queries through phone, WhatsApp, email and other communication channels.
- Maintain regular engagement and communication with investors.
- Provide timely portfolio updates, reports and relevant information to investors.
- Maintain records of investor communication, requests and follow-ups.
- Coordinate with the research/investment team for investor-specific queries.

1. Excel, MIS & Fact Sheet Management

- Create and maintain Excel sheets, MIS reports and investor databases.
- Prepare and update portfolio fact sheets and investor reports.
- Maintain accurate client-wise and portfolio-wise data.
- Use Excel for data management, reporting and tracking.
- Ensure accuracy and timely updating of operational information.

1. Invoice & Payment Management

- Prepare and issue client/investor invoices.
- Maintain invoice records and payment trackers.
- Follow up on pending invoices/payments where required.
- Coordinate with the accounts team for invoice-related activities.
- Maintain proper documentation of invoices and receipts.

1. Digital Platform & Content Management

- Manage the company's digital platforms and online presence.
- Coordinate and manage regular posting of research reports, market updates, company insights, articles and other content.
- Schedule and publish content across relevant digital platforms.
- Maintain a content calendar and ensure timely posting.
- Coordinate with the research/content team for required content.
- Ensure digital platforms remain updated and consistent with company branding.
- Track basic engagement and performance of digital content.

1. Investor Reporting & Communication

- Share periodic portfolio updates, research reports, fact sheets and other relevant information with investors.
- Ensure timely communication with investors.
- Maintain investor-wise documentation and communication records.
- Coordinate with internal teams for smooth investor servicing.

1. General Operations

- Support management in day-to-day operational activities.




- Maintain databases, documentation and internal trackers.
- Coordinate between research, accounts, management and client-facing teams.
- Ensure timely completion of assigned tasks.
- Maintain confidentiality of investor and company information.

Candidate Profile

Educational Qualification

- B.Com / Commerce Graduate preferred.
- Candidates from Finance, Accounting, Business Administration or related backgrounds may also apply.

Skills Required
- Good working knowledge of MS Excel.
- Good communication and interpersonal skills.
- Robust client-handling and follow-up skills.
- Good written and verbal English.
- Basic understanding of invoices and financial documentation.
- Ability to manage digital platforms and online content.
- Good organisational and time-management skills.
- Attention to detail and accuracy.

Training & Compensation First Month Training Period
- The first 1-2 month will be considered a training/probation period.
- During the training period, the candidate will receive a salary of 15,000 per month.
- The candidate will be evaluated on communication, Excel skills, investor handling, operational efficiency, digital platform management and overall performance.

After Training
- Upon successful completion of the first-month training period, the salary will be revised to 20,000 per month.
- The candidate will be required to enter into a 1-year service commitment/bond with the company, subject to the terms and conditions specified in the employment agreement.

Key Performance Areas
- Timely resolution of investor/client queries.
- Accurate and timely Excel/MIS reporting.
- Proper preparation and tracking of invoices.
- Regular investor portfolio updates.
- Timely management and posting of digital content.
- Proper maintenance of investor records.
- Effective client engagement and follow-up.
- Timely completion of assigned operational responsibilities.

Preferred Candidate: Commerce graduate with good Excel skills, communication ability, client-handling skills and an interest in financial services and digital platforms. Suggestions updated Role & responsibilities

📌 Operations Manager (New Delhi)
🏢 Researchinfo Investment Advisors
📍 New Delhi