Job Description Operations Executive is responsible for managing day-to-day operations, ensuring smooth workflows, and improving processes for enhanced efficiency. They act as a bridge between various teams, including sales, customer service, and finance, to ensure operational excellence and compliance with company policies. This role requires strong analytical, problem-solving, and organizational skills to support the company’s objectives and deliver exceptional service to clients. Key Responsibilities • Manage day-to-day deal and investment operations • Coordinate with Sales/RMs, Business, Tech & Marketing teams • Ensure updated deal dockets, trackers and operational MIS • Analyse investor, investment and deal-level data • Work extensively on Excel / Google Sheets • Use basic SQL for data extraction and analysis • Support investor-related processes including payouts,
reinvestments and settlements • Coordinate with internal teams for documents and pending requirements • Identify operational gaps and drive issues to closure • Support new features/process launches and testing • Identify opportunities for process improvement and automation
Requirements • 0–2 years of experience in Operations / FinTech / Financial Services / Sales Operations • Strong Excel/Google Sheets skills • Positive analytical and problem-solving ability • Strong attention to detail • Good communication and stakeholder-management skills • Ability to manage multiple tasks and follow through independently • SQL knowledge is a plus • Interest in financial/investment products is a plus
Internship duration - 3 months
Conversion to a full-time position after the internship will be based on performance.
Skills:- Effective communication and Problem management
📌 operations Intern (Bengaluru)
🏢 Tap Invest
📍 Bengaluru
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