Operations Executive

Company: Virtue Wealth Counsel

Location: Ranchi, Jharkhand

Employment Type: Full-Time

Salary: Negotiable (To be discussed during the interview)

About Virtue Wealth Counsel

Virtue Wealth Counsel is a wealth management and financial advisory firm based in Ranchi, dedicated to helping clients make informed financial decisions through personalized investment solutions and professional financial services.

Job Overview

We are looking for a responsible, organized, and client-focused Operations Executive to manage the day-to-day office operations, coordinate documentation, maintain client relationships, and liaise with Asset Management Companies (AMCs) and their operations teams to ensure smooth and timely processing of client requests.

Key Responsibilities

- Office Management: Handle daily office operations, administrative activities, and routine coordination.
- Documentation & Forms: Assist clients with completing investment forms, application forms, KYC documentation, and other required paperwork accurately.
- Client Follow-ups: Follow up with existing and prospective clients regarding pending documents, transactions, service requests, and other requirements.
- AMC Coordination: Communicate and coordinate with AMC operations teams to resolve queries, track transaction status, and ensure timely processing of client requests.
- Client Meeting Management: Schedule and arrange meetings with existing and new clients, coordinate appointments, and ensure proper follow-ups.
- Client Servicing:



Address routine client queries and coordinate with the relevant teams to resolve service-related issues.
- Record Maintenance: Maintain organized client records, documentation, transaction updates, and follow-up trackers.
- Internal Coordination: Work closely with the advisory team to ensure efficient operations and a smooth client experience.

Skills & Qualifications

- Graduate in any discipline; a background in Commerce, Finance, or Business Administration will be preferred.
- Good communication and interpersonal skills.
- Basic knowledge of MS Excel, MS Word, email, and office documentation.
- Strong organizational skills and attention to detail.
- Ability to manage multiple tasks and follow up on pending activities.
- Professional attitude, reliability, and a client-first approach.
- Prior experience in financial services, mutual funds, banking, or investment operations will be an added advantage.

Salary & Benefits

- Salary will be negotiable and discussed during the interview, based on the candidate's qualifications, experience, and suitability for the role.
- Opportunity to gain practical experience in wealth management, mutual fund operations, and client servicing.
- Qualified learning and growth opportunities in the financial services industry.

How to Apply

Interested candidates can share their updated resume with Virtue Wealth Counsel or contact the recruitment team for further details.

Join Virtue Wealth Counsel and contribute to delivering efficient, reliable, and client-focused financial services.

Pay: From ₹10,000.00 per month

Work Location: In person

📌 Operation Executive (Ranchi)
🏢 virtue wealth counsel
📍 Ranchi