Role & Industry Role: Executive – Operations Department: Customer Success, Service & Operations Industry: Financial Services (Asset Management) Employment Type: Full-time, Permanent Reports To: Manager – Operations 2. Job Highlights Bachelor’s degree in business, Finance, Commerce, or Operations 1–2 years of experience in operations (investor operations, real estate, fintech, or financial services preferred) Robust attention to detail and high data accuracy Working knowledge of KYC and onboarding documentation Good command of Excel / Google Sheets 3. Job Description The Operations Executive will support the day-to-day execution of backend operations, investor lifecycle activities, and documentation at Build Capital. The role works under the guidance of the Operations Manager and coordinates with Investor Relations, finance, legal, and tech teams to ensure accurate processing and a smooth investor experience. 4. Roles & Responsibilities 4.1 Operations Management Execute daily operations related to investor transactions, onboarding, KYC, and documentation Process investments, payouts, redemptions, and related reports within defined timelines Maintain high data accuracy across trackers, records, and systems Follow standard operating procedures and flag exceptions or errors promptly 4.2 Investor Lifecycle Support Investor Relations with onboarding, document collection and verification, and CRM updates Maintain investor records in line with compliance requirements (SEBI, RERA) Respond to routine investor queries on transactions, statements, and documents; escalate complex issues to the Manager 4.3 Compliance & Documentation Check that investor agreements, forms,



and KYC documents are complete and accurate before processing Maintain organised documentation and records to support audits Keep up to date with regulatory and KYC requirements applicable to investor operations 4.4 Reporting & MIS Prepare daily, weekly, and monthly MIS, trackers, and data reports Support the preparation of operational dashboards 4.5 Cross-Functional Coordination Support finance with reconciliations, disbursement tracking, and financial reporting inputs Support marketing and IR teams with data and documentation for campaigns, communications, and events 4.6 Platform & Process Assist tech with dashboard testing and issue reporting Highlight process gaps and suggest improvements to the reporting manager 5. Required Skills & Qualifications Bachelor’s degree in business / finance / commerce / operations 1–2 years of operational experience (financial services, investor operations, real estate, or fintech preferred) Basic understanding of KYC and compliance frameworks (SEBI, RERA) Good working knowledge of Excel / Google Sheets (formulas, lookups, pivot tables) and CRM tools Strong written and verbal communication skills Strong organisational skills, accuracy, and ability to meet deadlines Immediate joiner preferred 6. Preferred Traits Experience in a startup, proptech, or fintech environment Exposure to investor operations, fund operations, or back-office processing NISM certification (e.g., Series V-A) is an added advantage Eager to learn, take ownership, and grow into a larger operations role Passion for a smooth investor experience 7. Work Details Location: Prabhadevi, Mumbai Working Hours: 10 AM – 7 PM Working Days: Monday–Saturday (1st & 3rd Saturday working) Travelling for work: Required

Pay: ₹30,000.00 - ₹37,500.00 per month

Benefits:

- Flexible schedule

Work Location: In person

📌 Operations Executive (Mumbai)
🏢 With A Will HR Consultancy
📍 Mumbai